Resource planning for projects
From operational resource planning to strategic capacity management.
Coordinate your resources across projects. Bring plan, forecast, and actuals together in one overview.
Utilize resources optimally and make informed portfolio decisions – this works best with real-time resource management that considers all factors, roles, and decisions influencing workload and deployment. Discover how this can be achieved with Projectworx.
Avoid bottlenecks. Use limited resources wisely.
Growing deadline pressure, changing priorities, limited personnel – do you have to juggle all of this on a daily basis as a project manager? Let Projectworx support you. Tools like integrated cross-departmental resource planning help you keep all the balls in the air.
Operational Resource Planning with Projectworx
- Build on a central and enterprise-wide resource management system
- Benefit from real-time data thanks to integration with ticketing and time recording
- Plan projects and resources in one view – the Gantt chart
- Secure qualified resources as needed through approval workflows
- Assign project roles and plan teams or employees according to their skills
- Avoid overloads and ensure optimal utilization with visual planning tools (e.g., alerts for capacity exceedances)
- Ensure adherence to deadlines through proactive planning and buffer times
- Respond quickly to idle times or personnel shortage
Automatically updated workload
Take advantage of rolling planning: Unworked hours are automatically distributed into the future with this optional configuration setting. This is not only practical for rescheduling but also for identifying where work is not proceeding as planned.
Plan, forecast, and actuals in one view
Resource planning involves aligning decisions from different roles. The project manager wants the full effort of an employee, but the team leader can only spare them for two-thirds of the time. Additionally, it’s important to track how many hours were actually worked on the project. Projectworx consolidates all this information into a compact overview.
Make solid plans. Act flexibly and interconnectedly.
The more departments or specialist areas involved in a project and mutually dependent on each other, the more important it becomes to coordinate collaboration. Avoid delays that could jeopardize deadlines or your competitiveness. Projectworx not only facilitates scheduling but also ensures alignment on content and spares unnecessary discussions through transparent documentation.
Ensure efficient collaboration.
- Avoid conflicts between projects and consider dependencies (such as predecessor-successor relationships).
- Utilize Projectworx’s task management for structured, well-documented collaboration and time recording across all departments.
- Make use of daily updated planned versus actual expense comparisons for your controlling.
Maintain a perfect overview. Underpin portfolio decisions.
The Project Management Office must be able to rely on accurate representation of workload and realistic forecasts of future resource availability for portfolio or program decisions. This is essential for justifying decisions to management or other stakeholders.
In the portfolio section of Projectworx, you’ll find all the necessary tools:
Strategic capacity planning & overall workload
- Strategic capacity planning & overall workload
- Analyze workload across projects and departments, or for individual departments that may become bottlenecks
- Identify overloads and free capacities at a glance thanks to the clear color scheme
- Determine the reasons for overbooking of individual employees with just a few clicks
- Check resource availability before committing to projects
- Identify where priorities need to be set or teams need to be expanded
Workload analysis for all departments
Utilize workload graphs for detailed quick analyses: Are there enough projects in the sales pipeline? How is the order situation? How many resources are blocked by internal projects? Such questions can be answered by quickly looking at the workload diagrams.
User Story“The overall view of the portfolio, of all the projects, is important. In the RFP we placed particular emphasis on resource utilization. We chose Projectworx because the tool gives us the best view of overall resource utilization. This is essential when the IT staff has to manage as many as 40 projects running in parallel.”
Eric Sangs, Teamleader PMO at AUNDE Group
User Story“Before a custom system is up and running for the customer, many hands have to work together. A wide range of departments are involved, and the work from automation, mechatronics, fluid technology, and all other participants must be precisely coordinated. This used to be difficult. In the past, each area planned separately, everything in different structures and programs. Now, with PROJECTWORX, we finally have a comprehensive overview of the workload across all areas.”
Horst Hofrichter, Hainzl Systems Engineering
Manage your projects and resources with PROJECTWORX – discover more about resource planning in a live demo!
We’re happy to show you everything about resource planning in an obligation-free online presentation. Reserve your spot now! Can’t find a suitable time? Then please contact us via the inquiry form.
Prefer to test PROJECTWORX on your own? Or want to take a look around the tool before the appointment? Get your free test account.