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Resource Management & Capacity Planning Software

UMT360’s Resource Planning Accelerator makes it easy to master resource management & capacity planning

Effective resource management is still a thorn-in-the-side of most organizations. And for those needing to manage resources across a variety of execution methodologies and tools, it can seem almost impossible.

UMT360 Resource Planning Accelerator Key Features

UMT360’s Resource Capacity Planning tool addresses those resource management capability gaps with key features, enabling you to standardize, consolidate and manage all aspects of resource and capacity planning, without spending months implementing a new project management solution.

Quickly and easily manage resource allocation and resource utilization

The best resource capacity planning tool gives stakeholders easy access to all the information they need to make more timely and better resource utilization decisions.

  • Standardize enterprise resource pool and associated resource attributes, including type, skill, location and more
  • Assign resources to a single team or multiple teams
  • Quickly find the resources you need by Role, Location, Department and more using attribute-based Advanced Search
  • Quickly and easily assess time-phased availability when finding the right resources for your project

Easily capture and consolidate resource demand & resource forecasting

Consolidate all your resource data in one place, to better understand and forecast resource demand, and utilization requirements across the enterprise.

  • Quickly capture resource assignments using an intuitive, web-based resource planning tool
  • Capture demand, forecast and actual work using a variety of work units such as FTE, Days and Hours
  • Easily and quickly access and update your resource forecast and plans for the entire project portfolio in a single view (My Resource Plans)
  • Manage and forecast your project resource needs using any combination of Teams, Roles and Individuals
  • Capture time-phased resource assignment and utilization values across flexible timeframes and granularities

Support unique resource management needs of Agile teams

Resource capacity planning is a challenge for Agile teams. Quickly gain visibility and control across resource demand and assignments for all Agile teams.

  • Easily define and manage teams to support Agile resource management and capacity planning
  • Take complete control over the membership of each team by assigning one or more resources to one or more teams
  • Automatically derive overall team resource capacity based on time-phased capacity of all team members
  • Maintain historical data integrity regardless of shifts that occur over time in the structure or composition of a team
  • Manage hybrid projects with both team allocations as well as individual resources in the same Resource Plan

Powerful tools to manage and visualize all project and portfolio dependencies

Portfolio roadmapping tools help you to gain a clearer understanding into the “six degrees of separation” between all investments.

  • Establish and keep track of key project milestones and deliverables
  • Manage and visualize project, program, and portfolio inter-dependencies
  • Quickly identify at-risk project milestones and portfolio dependencies
  • Visualize and share key portfolio events within the roadmap

Enables Resource Managers to more effectively manage their teams

Provides complete, real-time visibility into all dimensions of resource capacity and resource demand. UMT360 provides the ultimate resource management solution for project planning, prioritization, tracking, and forecasting.

  • Intuitive portal (My Resources) provides clear visibility into all current and future work for your teams
  • Easily find available people for new resource requests, using any number of matching criteria (Role, Skill, Department, Location, Availability and more), and commit resources as needed
  • Quickly identify resource over/under allocations using out-of-the-box Heatmap views
  • Easily compare commitments against forecasts, and continuously adjust or reallocate resources in response to variances

Quickly and easily conduct capacity planning what-if analysis

Quickly and easily model the impact of any changes to your projects and program portfolios on your resource availability with simple drag and drop capabilities.

  • Visualize your project portfolios in an intuitive and interactive roadmap and use charts and heatmaps to quickly identify and resolve resource conflicts
  • Take action within the interactive roadmap (add new initiatives, cancel or reschedule in-flight initiatives, etc.) to understand the impact that common questions and ad hoc requests will have on your resources
  • Leverage the power of contextual filtering to navigate large amounts of information and to help you quickly pinpoint the source of resource conflicts
  • Make better informed decisions by visualizing, understanding and enforcing cross-project scheduling dependencies
  • Easily model plans without impacting underlying live data, and create multiple what-if scenarios to compare and contrast potential outcomes

Best Practice Dashboards and Self-Serve Reporting

Provides complete, real-time visibility into all dimensions of resource capacity and resource demand. UMT360 provides the ultimate resource management solution for project planning, tracking, and forecasting.

  • Intuitive portal (My Resources) provides clear visibility into all current and future work for your teams
  • Easily find available people for new resource requests, using any number of matching criteria (Role, Skill, Department, Location, Availability and more), and commit resources as needed
  • Quickly identify resource over/under allocations using out-of-the-box Heatmap views
  • Easily compare commitments against forecasts, and continuously adjust or reallocate resources in response to variances

See UMT360 Resource Planning Accelerator In Action!

See how easy it can be to master resource management & capacity planning!

Effective resource management is still a thorn-in-the-side of most organizations. Schedule a demo now to see how UMT360’s Resource Planning Accelerator can help you standardize, consolidate and manage all aspect of resource and capacity planning, without spending months implementing a new solution.

Get the resource planning capabilities you need, quickly and easily

UMT360’s Accelerators are designed to be implemented quickly with minimal consulting or configuration. Schedule your demo now to see how to add the powerful resource planning capabilities you’ve been missing can help your organization.

What to expect from your UMT360 Resource Planning Accelerator Demo:

  • Capture, consolidate and gain visibility and control across all resources for all teams, including Agile
  • Gain complete, real-time visibility into all dimensions of resource capacity and demand
  • Quickly model the impact of any change to project and program portfolios on resource availability

Book an Interactive Demo

Quick and easy integration with a variety of project management tools

Get up and running quickly and integrate roadmaps with both traditional PPM project management and Agile work management tools.

  • Get started quickly by importing projects, epics and more, along with associated data from Excel
  • Utilize out-of-the-box connectors to easily sync projects and milestones from Microsoft Project, Jira, Azure Boards and other platforms
  • Powerful connectors provide real-time integration with project execution tools to ensure your roadmaps are always up-to-date

Part of UMT360’s comprehensive strategic portfolio management platform

Need a specific Portfolio Management Accelerator right now? Let’s get started! Each one delivers powerful stand-alone capabilities that you can have up and running in just a few days. And since they all complement each other, it’s easy to add additional capabilities – in any order you’d like – whenever you’re ready. Best of all, each is part of UMT360’s comprehensive Strategic Portfolio Management Platform. Which means that with every Accelerator you add, you’re that much closer to having all the capabilities you need to align all investments with strategy and ultimately accelerate digital transformation.

Get the project portfolio management capabilities you need, quickly and easily

Every UMT360 Strategy Execution Accelerator is designed to be implemented quickly with a minimum amount of consulting or configuration. Leveraging best practices garnered from years of successful client engagements, these powerful Accelerators provide precisely the capabilities you need, without weeks or months of configuration.

Roadmapping & Release Management

Roadmaps are powerful tools to help ensure that all investment decisions are clearly understood across the organization. By visualizing and communicating key dependencies enterprise-wide, roadmaps serve to help harmonize decisions and track progress across all investments.

Resource Management & Capacity Planning

Resources must now be managed across agile, waterfall or even non-project-orientated work systems. Gaining visibility across all resources – and optimizing utilization and capacity planning – is a critical challenge for any organization hoping to fully realize its business strategy.

What-If Scenario Analysis

Generating what-if scenarios and modeling potential outcomes based on ad-hoc questions used to require teams to stay late and manually crunch numbers. But what if you had the tools to respond to any possible question about any portfolio with just a few clicks?

Demand & Innovation Management

You never know where project requests might come from. But one thing is clear, to do more than simply choose the best from a bad list of ideas, you’ll need a robust demand management solution to provide enhanced visibility across all work

Benefits Realization & Outcome Management

UMT360’s strategic portfolio management solution provides a centralized hub that makes it easy to break down strategy, define its components, map it to the associated execution and communicate it to all relevant stakeholders across the enterprise. Quickly derive all execution directly from the strategy, and generate work that is perfectly aligned with strategy.

Cost Management & Capital Planning

Business agility requires that all investment be continuously aligned with business strategy. That’s why UMT360 helps organizations elevate cost data to the same level of importance as schedule and resource data, enabling PMOs to deploy the right financial governance controls needed to become CFO of portfolios.

Why You Need The Right Resource Management & Capacity Planning Tool

Resource management & capacity planning in project management is essential to helping your organization maximize ROI

The single biggest contributor to your success – or failure – is the ability to have the right people with the right skills and information doing the right work at the right time. It’s also the element of strategic portfolio management that should be the easiest to manage effectively, as it’s one of the few variables that you actually have the ability to control.

The challenge of allocating the right people to the right work

Every organization has resource bottlenecks caused by overallocations and single points of expertise. Some team members will be under-allocated resulting in lost opportunities and reduced performance levels. Demand constantly shifts, making it a challenge to have the right people consistently available when they are needed. And the tri-modal reality makes it even harder to effectively manage resources.

Resource management has not traditionally been handled as a strategic discipline. Strategic portfolio management best-practices require the organization to categorize resources into different roles and experience levels to understand capacity and capability within the resource pool. Modeling the resourcing impact of different portfolio decisions – including the impact on demand over time – is key. And both of those things must be done across the trimodal reality, regardless of how work is delivered and resources allocated – across all business areas and functions.

Model the impact of portfolio decisions on resource capacity

Effective SPM also requires organizations to proactively forecast resource needs through complete visibility into upcoming supply and demand to allow for the identification of future challenges and opportunities. This proactive approach must also consider the evolving skills and experience needs of the organization as it grows and evolves.

Forward-looking resource management is perhaps the single biggest differentiator between strategic success and missed opportunities. It allows a business to fully utilize the resources available, developing an investment mix that optimizes performance while leveraging available skills and people to their fullest. It is the catalyst for effective adaptive planning – without understanding the people and the impact on those people of proposed adjustments you can never be sure that you are implementing the right changes in the right way and at the right time.

The right tools help you see the entire picture

To have an accurate picture of available resources, their skills and experience, and their allocations both now and upcoming, you’ll need reliable data with clear visibility into that data. That perspective is needed regardless of delivery method and across projects, programs, products and capabilities. At the same time, you need reliable forecasts of resource needs by role, skill and specialty traits, and you need to know the resource impact of any decisions you make – before you make them.

The view of your resources must be contextualized to the audience – portfolio managers and leadership need to understand the opportunities to pursue additional investments and the threats to current initiatives. Resource owners need to see current and forecast demands on their people and understand potential problems far enough ahead that they can act to address them. Project managers need to see bottlenecks on their projects before they occur and understand resource related dependencies on other work. And of course, individuals need to see what they are expected to deliver, and what their planned work looks like.

Achieve this and you’ll be able to make much smarter decisions about your business – delivering closer to your full potential. But more importantly, when you have this level of visibility into resourcing supply and demand at all levels of the business, your teams realize that they are contributing to something important. Everyone involved from executives to team members understand the connection between work and strategic success. That drives engagement and motivation, and in turn leads to greater performance and productivity.

Tools that consolidate all resource data in one place can help the organization more effectively forecast resource demand, and utilization requirements across the enterprise.

Why is Resource Utilization Important to Optimize?

Project Managers and demand authors have varying levels of sophistication – some are experts while others may be “accidental” participants. Not all have the scheduling savvy to maintain and accurately generate resource estimates and forecasts from the detailed schedule. In fact, many spend more time wrestling with the schedule to generate accurate resource estimates than actually managing projects. With a variety of execution styles being used, it’s difficult to capture initial estimates, ongoing forecasts, and calculate resource utilization as the project changes.

With the right resource capacity planning tools, stakeholders have access to all the information they need to make more timely and better resource utilization decisions.

What is Resource Utilization Rate?

Project managers measure resource utilization by calculating Rate. The basic formula is # of hours worked / # of hours available, defined in a percentage.

For example, if a team works 4500 hours on a project but has 5200 hours available, the resource utilization rate would be 85.5%.

At a high level it seems easy to calculate resource utilization rate, however the reality is much more complex due to the tri-modal reality.

Tools that deliver complete, real-time visibility into all dimensions of resource capacity and resource demand are an essential component of project planning, tracking, and forecasting.

Greater Accuracy in Resource Demand / Forecast Data Improves Resource Management

Since there’s so many challenges associated with calculating resource utilization, many project managers elect to use spreadsheets or similar tools outside of the PPM system. This introduces even more uncertainty around the integrity of the data. Integrating the resource plan directly into the PPM system is critical to ensure that project managers of all skill levels can easily capture accurate resource estimates and forecasts.

Allocating the Right Resources to the Right Projects

Resource managers are ultimately responsible for ensuring the right people are working on the right projects. They need to know about each new resource request, quickly identify the available resources and number of hours, and communicate the resource commitment to the project manager.

A wide variety of Resources Allocation Methods

Allocation methods need to support the execution technique. There is no one size fits all approach to resource allocation. For Agile execution styles, resources are calculated based on teams. As a result, team utilization rates are calculated, which can differ greatly from individual utilization rates. For teams using the waterfall method, resources are allocated individually, either by associated skill or role.

Project Managers Need to Make Resource Utilization Transparent

Resource allocation also needs to be aligned with the right investment planning approach (project, program, capability or product). And of course, quickly and easily identifying and addressing resource over- and under-allocation is critical. Finally, for proactive capacity planning, all stakeholders must have a real-time view into resource supply and demand so they can maintain the skills inventory needed to find the right people and the best fit.

Today’s resource management tools make it easy to quickly model the impact that any changes to your projects and program portfolios will have on your resource capacity and availability.

The Benefits of Resource Management Software

Resource management software can increase ROI, identify improvement areas, create a resource utilization plan, and provide a way to measure a program’s success. Team members, projects, and productivity trends are all forecasted and reported on in real time. Portfolio managers can receive alerts when the workload shifts or availability changes. The resource utilization score is a metric that should be leveraged by all key stakeholders to ensure project success. Choosing the right resource management platform is critical to capacity planning and resource allocation efforts.

Learn Why Strategic Portfolio Management is Critical to Enterprise Success

Any enterprise looking to drive growth and fuel a competitive advantage must first connect and align all execution with strategy. UMT360’s solution provides all the portfolio planning capabilities needed to establish both the top-down business planning and bottom-up controls required to integrate all portfolios and improve project execution to accelerate business transformation.

Resource Management & Capacity Planning Software

UMT360’s Resource Planning Accelerator makes it easy to master resource management & capacity planning