Resource Management best practices

Introduction

Resource Management involves the efficient organization and utilization of resources, focusing on both immediate and future needs. It includes identifying what people, tools, and materials are needed, scheduling them to avoid conflicts, and adjusting as needed. The goal is to ensure resource allocation supports successful project completion and achieves the broader business goals.

This learning guide covers advanced Resource Management concepts and assumes familiarity with Resource Management. For an introduction, refer to the Resource Management learning guide

This learning guide covers:

  • Summary and limitations: Learn about key use cases, benefits, and limitations of the Resource Management platform.

  • People settings: Explore best practices for managing people settings. 

  • Time and expense settings: Explore best practices for managing time and expense settings. 

  • Project settings: Explore best practices for managing project settings.

  • Capacity view: Explore best practices for utilizing capacity view.

  • Control Center Integration: Explore best practices for utilizing the Control Center Integration. 

  • Advanced reporting: Explore best practices for utilizing advanced reporting.