For more slides and tutorials visit www.p6academy.com Source: Collaborate 14

1. REMINDER
Check in on the
COLLABORATE mobile app
Resource Management: Capacity
Planning to Reporting Actuals
Prepared by:
Thomas Cutting
Project & Process Lead
Volantic, Inc.
Session ID#: 15454

2. Direction
■ Overview
■ User & Resource Set Up
■ Resource Planning
■ Activity Assignments
■ Forecast Analysis
■ Team Member Updates
■ Email Updates
■ Apply Actuals
■ Usage Analysis
■ Portfolios & Reports

3. Overview
■ Do we have enough
resources?
■ Who is available?
■ When can we get started?
■ How much is done?
■ When will it be complete?

4. User & Resource Set Up
■ Resource Team
▪ List of Resources
▪ Grouping for finding
similar resources
▪ Can belong to multiple
▪ Can’t assign a team as a
unit.
■ Role Team
▪ Same as Resource Team
but Role focused

5. User & Resource Set Up
■ Project
▪ Status Updates – Fields, UDFs, and Codes
▪ Status Reviews – Approval

6. Resource Planning
■ Project or WBS Level
▪ Percentage and Life of Project
▪ Total Spread
▪ Week to Week

7. Activity Assignments
■ Activity Assignments
▪ Roles
▪ Resources
▪ Rates

8. Forecast Analysis
■ Available
■ Allocated
■ Assigned

9. Team Member Updates
■ iPhone

10. Team Member Updates
■ Web

11. Email Updates
■ Email Updates
▪ Request
▪ Push

12. Apply Actuals
■ Spreads Total Effort

13. Usage Analysis
■ Summarize Projects
■ Actual vs. Remaining

14. Portfolios & Reports
■ Portfolios & Reports

15. Volantic Consulting Services
Strategic
Consulting
• Assessments
• Requirements
• Roadmap
Training
• On site
• Virtual
• On Demand
Implementation
• Processes
Optimization
• Change
Management
• Installation
Technical
• Integration
• Cloud
Management
• Custom Apps
We see the world in three colors, Black White and Oracle®

16. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app