Resource Management with a Small Team

Ruvalcaba12

Hello everyone,

I am currently in the middle of configuring RM for the IT team I work with.

We are struggling with getting this views as it seems RM is more designed to showcase groups allocation. With our team being so small we don't have a real use to group people together (i.e we have 1 network engineer and developer. No need to group them since we're so lean)

I wanted to see if any other here configured their RM in an unconventional way. We are looking to make our RM really dig deep into our Project Plans to see how allocated individuals are at any given time.

After playing around in the settings I came up with adding team members as "Disciplines". This way we can see individual capacities (Picture Below)

Our RM Implementation Manager hadn't ever seen it done this way so I'm hoping other may have unique ways of configuring their system.

Did anyone else configure their RM in a unique way to get more insight?

Georgie

Hi @Ruvalcaba12,

From your screenshot, it looks like you might be looking at Capacity View in Resource Management - have you tried using People View? Take a look here for more information: Resource Management Navigating the Schedule.

Additionally, if your plan includes Pro Desk, I’d recommend booking a Process Management Pro Desk session so that you can discuss best practices with a Resource Management expert. 

Hope that helps!

Georgie