PPM Resource Plan
Verify Role and hours availability to create a PPM Resource Plan.
During the Demand Evaluation phase, 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 of the form arrangement, select New PPM Resource Plan.
- Select a Role and enter hours (optional) the Role requires over the course of the Demand.
- (Optional) Select 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 changes as additional Resources are added.
- Select a score.
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 appear in red in the Resource Plan tab list view.