Working with PPM Resources

Ivanti Neurons for PPM adds several enhancements to the OOTB Project Phase object.

•The Resource Plan tab is for tracking the high-level resource needs for a Demand. There are no assignments or Tasks associated with the entries on the Resource Planning tab.

•Use the Resourcing tab to check Roles to see if they are available to execute the scope of the Demand in the timeframe requested. From the Resourcing tab, you can create Tasks for the resources. Depending on your organization's needs, you might do this in the Evaluating phase or the Assessing phase.

•Project Skills allow Project Managers to assign Skills to resources and filter resources by the Skills necessary to complete a Project Task.

•A Capacity view for the Resourcing tab allows users to select a Role and Date/Time, then return a view of all Resources for the selected role and their available capacity for the given date range. This feature allows Project Managers to get a broader view of availability by role resource.

Prior to using the resourcing features, set up PPM Roles in the Configuration console using the Project Role object.

Creating a Resource Plan

1.In the Planning tab of a Demand, select a Project Phase, then click Go To.

The Project Phase record opens.

2.In the Resource Plans tab, select New Resource Plan. Enter the information for the plan:

Field	Description
Role	Select a Role from.
Estimated Effort Hours	Enter the estimated effort in hours.
Estimated Start Date	Provide a start date.
Estimated End Date	Provide an end date.

3.Select Save.

To add Resources and Tasks:

1.In the Resourcing tab, enter a Start Date, End Date, and Role.

2.Select Update Resources to search for resources matching your parameters.

Choose a Resource from the drop-down list, then click Select a Resource.

If no resources are available for the selected role and timeframe, you can adjust the entries.

Select the Update Resources button each time you change the search parameters.

3.When a Resource is selected, you can create a Task.

Select the Create New Task button to open a blank form.

Enter a subject and details for the Task.

4.After creating the Task, you can go to the Task record to add more information. For more information, see Working with Tasks.