Home » Products » Strategic Portfolio Management Accelerators » Resource Planning Accelerator

Resource Management & Capacity Planning Software

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

Key Features

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.

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.

  • Easily consolidate initiatives, projects & epics
  • Establish and keep track of key milestones and deliverables
  • Manage inter-dependencies between initiatives, projects, epics and more
  • Quickly identify at-risk milestones and dependencies

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

Manage and visualize project & 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

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

Dynamic Analysis/What-If Scenario Modeling

Conduct what-if scenarios – in just a fraction of the time – to show the impact of any proposed change to your project and program portfolios across costs, resources, benefits, value, timeline and more. Quickly and easily respond to any possible question about your portfolio, proactively triage today’s problems or even model and predict possible future problems.

See UMT360 Resource Management Software in Action

Watch a recorded session of a live UMT360 solution demonstration to see the software in action. And if you’d like an even richer experience, request your own customized demo or Free Trial.

How would you like to start?

Request your free assessment

Not sure which capabilities you currently have and which ones you still need? Complete this form and submit now to request an expert assessment of your capabilities. We’ll help you determine what’s missing, what your next steps are, and also give you more info on a customized demo or free trial.

Customized Demo

Want to see how this software can address your organization’s specific needs? Complete this form and submit now to schedule a customized demo of this UMT360 solution, and learn how it can deliver the specific capabilities you need, quickly and easily. In a hurry? Click the link above to watch the video now.

Try it Now

Interested in trying UMT360 software before you make a decision to buy? Complete this form and submit now, and a product expert can get you set up with your very own trial environment. See how quickly and easily you can get up and running and experience all the capabilities of our powerful software for yourself. Or if you prefer, request a customized demo.

Quick & Easy Integrations

UMT360 portfolio management solutions tightly integrate with a wide variety of work management ERP, and other critical systems within your enterprise.

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

Every UMT360 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.

Portfolio Roadmapping

This Strategy Accelerator adds the powerful roadmapping capabilities you need to create, maintain and share beautiful Roadmaps and Boards in minutes.

Resource Management & Capacity Planning

Add this Strategy Accelerator to quickly and easily master resource management and capacity planning to maximize resource utilization.

What-If Scenario Planning & 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 Management

Capture disruptive and innovative ideas from anywhere within the organization to help ensure that the next great idea doesn’t fall through the cracks. Move away from disparate sources of business case information like Excel, Word and Powerpoint to better govern and standardize all demand and improve decision making.

Benefits Realization & Outcome Management

Establish and define the right financial & non-financial metrics for each strategy and set targets to ensure that outcomes can be measured. Quickly decompose strategy into the right initiatives needed to drive transformation, and assess portfolio sufficiency to ensure that outcome targets can be met or exceeded

Cost Management & Capital Planning

Corporate capital planning software provides a top-down view of all projected costs to support both traditional annual planning and dynamic/continuous planning. Consolidate and streamline the standardized capture of cost estimates across a wide variety of dimensions.

Application Portfolio Rationalization

Application Portfolio Rationalization is critical component to help you assess and streamline your software environment to improve efficiency, reduce risks and create a foundation for future evolution.

Explore Enterprise Solutions

Strategy Execution Management

Addresses the key challenge of gaining visibility and instituting the proper controls across all work. with the right top-down business planning and controls is it possible to align all work with strategy.

New Product Development

NPD requires all areas of the business to collaborate effectively. This only happens when the right people can make the right decisions based on the right information at every stage of the process.

Lean Portfolio Management

Enables organizations to adopt the rolling wave continuous planning approaches that provide the agility needed to more effectively align all work with key strategies.

Business Capability Planning

Business Capability Planning is an integrated, end-to-end solution that helps you effectively and efficiently deliver critical business functionality at the heart of how your business operates.

Application Portfolio Management

APM enables today’s technology and business leaders to ensure the right technology assets are in place, that they are optimally aligned with the needs of the business, and that they are being invested in to support the organization’s strategic objectives.

Business Architecture

Provides the models, visualizations and linkages to other architecture disciplines you need to quickly gain valuable insights across your organization from a variety of business-centric perspectives.

Enterprise Architecture

Business outcome-driven Enterprise Architecture extends traditional architecture practices to allow leaders to focus on activities and strategies that align to specific business requirements and strategies.

E&C Portfolio Management

UMT360’s engineering and construction portfolio management solution enables Owners & EPCs to align capital / construction and engineering projects with strategic priorities. Easily integrates with Procore and leading construction management platforms.

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.

The Importance of a Comprehensive Resource Management & Capacity Planning Software Solution

Strategic Portfolio Management can help you provide the resource management capabilities that are essential to standardize, consolidate and manage all aspects of resource and capacity planning.

Whether you’re an executive; an enterprise or departmental PMO; a portfolio, program or product manager; or anyone in between – identifying, assigning and managing the capacity of your resources is critical to your success. To understand more about this critical capability, check out our guide to Optimizing Resource Capacity Planning in enterprise organizations.

Ready to Unleash Your Business Agility?

Business agility is impossible without strategic portfolio management, and strategic portfolio management is what UMT360 does. In fact, we wrote the eBook on it. And it’s something we can help you deliver – with culture, focus, process, education and yes, a little bit of integrated software. So, let’s get started!