Resource Planning and Management Overview

Daptiv PPM enables organizations to more effectively plan and track workspace resources through an integrated resource planning and management solution. The resource planning and management capability in PPM encompasses several interdependent applications, starting with the Requests application, and moving on through the Capacity Planner, the Resource Allocation, the Team Manager, and Resource Utilization applications.

The diagram below outlines the process in Daptiv PPM:

The resource planning and management process follows these general steps:

Request a Workspace—Someone in your organization submits a request. The request includes information that your organization requires in order to evaluate requests. Once created, a request is then evaluated by approval committee members and subject matter experts, with estimates made for work and resource requirements.
Evaluate and plan capacity—Management and executives can use the Capacity Planner to view capacity and availability of resources based on workspace estimates. The Capacity Planner application provides an easy way for those making the workspace planning decisions to examine "what if" scenarios by shifting workspaces forward or backward in time in order to see how this impacts resource capacity.
Generate the Workspace—Once a request has been evaluated individually and within the context of your organization's other ongoing and proposed workspaces, the requested workspace is approved or declined and, if approved, the workspace is generated.
Request Workspace resources—At this point, the project manager can now use the Resource Plan application to submit resource requests to resource managers in order to have resources allocated to their workspace. Additionally, project managers can use the Resource Plan application to manage existing resource allocations for their workspace.
Approve/Decline resource requests—Once resource requests are sent, resource managers can use the Team Manager application to allocate resources to workspaces, or decline the resource requests and notify requesting project managers of their actions. Resource managers can also use the Team Manager application to manage the overall capacity of their team, and to reallocate or reassign resources as necessary.
View resource utilization—Finally, resource managers can use the Resource Utilization application in the Team Manager to view allocated, scheduled, and actual time that resources are assigned to workspaces in order to most efficiently utilize the resources.