Create a PPM Resource Plan in the Form Arrangement.
Note:This functionality is only available after you apply
the
mApp Solution.
During the Demand evaluation phase, you will check roles to see if
they are available to execute the scope of the Demand in the timeframe
requested. Individual resources are not assigned until the Staffing phase of
the approved Project.
You can look at the Resource Management Dashboard to see a high-level
view of requests and how they match up with availability.
To create a PPM Resource Plan:
- In the
Resource Plan tab, select
New PPM Resource Plan.
- Select a Role from the drop-down list and enter Hours (optional)
the role will require over the course of the Demand.
- (Optional) Select a Start and End Dates.
- Select the
Check Available Hours link.
Remaining Availability (number of hours
available for that role) and
Percent of Overall Demand Fields are now
visible.
The Percent of Overall Demand will change as additional Resources
are added.
- Select a Score from the drop-down list.
The Score and the Percent of Overall Demand will feed the
Demand Scoring Widget.
Ensure you assign a score for each new Resource item. Resource
Items that are not scored will appear in red in the
Resource Plan tab list view.