We need to be able to plan resources within project for the web and the ability to get an overview over all projects in our portfolio including a view if someone is overbooked etc.
This is something we’re thinking about – but we’d love more feedback from you.
Can you share specific scenarios that you need for resourcing? What information do you need to be successful? What actions do you take as a result of this information?
Please share detailed scenarios for us to understand what you need, this will be very helpful to us as we improve Project!
Capacity planning for skillsets is required in order to compare the pipeline of change (resource profiles) with the current in flight allocations/assignments.
Being able to apply generic costs and link these back to financial account codes or funding areas would also be helpful for budget forecasting etc. It would also be useful to be able to control who can see the cost data via permission group - something like tasks; resources; cost; all.
The ability to tag resources as permanent or contractor is required.
Ability to connect to 3rd party systems to bring in scheduled annual leave etc. for resource availability.
In my organization our project teams include Engineers, Technicians, factory employees, equipment builders, and general contractors. New equipment is generally worked on during weekdays. Modifications are made during weekends and holidays. Engineering determines the scope and plans the high level schedule with an estimated head count. Those details are then given to the other groups for review and assigning specific people to the tasks. We need the ability to schedule jobs on weekdays or weekends with a headcount per group. Then let the managers of those groups assign people from their resource pool. Right now P4W has none of this capability as far as I can tell.
Completely agree with this. One of the interactions that seemed to be intuitive (until it wasn't actually a feature!) was the ability to set the duration separately to the effort required. For example, a task that needs to be completed within 3 days, but only requires 3 hrs effort to complete.
It would be ideal if the users/resources had a 'Me' area on P4W where they could input their specific details for resource mgt, i.e. working pattern, subject matter expertise, line manager/resource manager etc. this could then feed a new area on the PBI template that deals with resource requests and conflicts in activity identified.
many more ideas, but sabotaged by the kids!
kevin taylor commented
I definitely agree this would be a huge benefit to our organization! Currently we are relying on using Wicresofts Oneplan tool which is nice but does not meet all of our needs.
We'd like to be able to view resource demand and capacity across users within the groups, with the correct permissions, that are using the Project for the Web tool. This could be a nice UI that highlights using colors the ones over or under allocated within the tool itself.
With the data we'd be able to tell if the users are being overbooked on projects in the tool across teams and spread the load equally to members who may have extra capacity.
Not all employees within my organisation have access to a computer, therefore, I would like to see the ability to create a centralised generic resource pool from which they can be allocated to tasks, and the ability to sum the usage of the generic resources on a week by week basis - to give a workload demand for the organisation as a whole.
We have Welders, Fabricators, Electricians, Fitters, Painters etc., so for example, I may have 6 Welders and 10 Fabricators, from which one project is utilising 3 Welders and 6 Fabricators, and a second project requires 4 Welders and 3 Fabricators, all in the same timeframe. I can then see the available capacity/demand (i.e. I need another Welder and I have 1 Fabricator available).
I know this can be done in Project Professional, but I like the idea that P4W is the future, and it means that we will be able to surface data through Power BI and PowerApps etc.
We also share the requirement to manage resources but would prefer to see Power BI components take on cross-project utilization, capacity and availability rather than adding this complexity to th base product.
What makes P4W compelling is the quick adoption possible by non-PMs because its interface is so simple. We'd like to see it stay simple and not develop into a web-UI version of Project Professional.
Resource Management is primarily a PM function and our experience is that built-in analysis is unlikely to provide all the flexibility needed anyway so let Power BI provide an out-of-the-box starting point and let us fine-tune from there. The Power BI package released recently is an awesome start.
The biggest problem with Resource Management at the moment is that resources can only be assigned 100%. As soon as that problem is fixed, we will be giving this toolset at try (see also https://microsoftproject.uservoice.com/forums/914203-project-for-the-web/suggestions/38978338-project-for-the-web-tasks-effort-not-linked-to-d)
I also agree with Chris Evans that Top down resource allocation would be much appreciated. Project Manager has an agreement with functional manager to what extend he can use a team member in a respective month/week. It would be great if we can insert overall allocation eg 20% per project and then monitor if we are exceeding this allocation with task assignments (the real effort).
There are some things that are missing right now and that are needed to make it usable for our projects:
- Plan ressources with only a partial workload, like 50%, 75%, ... and of course, the right calculation of the duration of the associated tasks
- To have an overview of ressources used in several projects to see their availability and workload based on all their plannings - like a ressource dashboard
- The possibility to have an "personal" calender for the ressource to prevent planning of the ressource during vacations, block time frames, ...
felipe binimelis commented
it should be good to have options similar to Resource Usage from Desktop version
Chris Evans commented
The purist view of resource management is that you allocate a resource's effort to activities, add these up across all tasks and projects and then try to level. I.e. a bottom-up approach. This is certainly how it's done in Project Online, but in my experience doesn't work. I think most organisations would be better served by a much simpler system where people are allocated to projects top-down by month/ week. A bit like the old Resource Table in Project Server (sadly deprecated). A resource manager can then see a summed up view across projects - i.e. Joe Smith is 70% on Project A, 60% on project B and 10% on non-project work from July - Sept. I.e. there is an over allocation which needs resolving. This is always a negotiation between Project Managers and Functional Managers.
This is needed for scheduling resource conflicts. Especially for planning on-site trips for our teams.
It would be nice to have a resource dashboard to view each resource and their assignment, similar to how how roadmap currently lays out individual projects on top of each other.
Forecasting is critical with this feature! Being able to track resource availability and project demand side by side is key, but may be better resolved through something like Power BI.
Our organization is exploring such functionality with Power BI to to relate data from our payroll application with what's available in P4W to create reports that can drill down to individual resources, projects or managers. We're hopeful P4W continues to give us more data!
We definitely need this feature in MS Project to be able to allocate resources within the project in order to truly understand the resource availability and for capacity planning. Please advise if this could be added to the newer version of MS Project released recently. Thanks
Paul Gritton commented
A resource forecast might be a better term. Something that competes with all these resource management tools: https://thedigitalprojectmanager.com/resource-management-software/
A simple, visual, browser based way to setup and visualize resources and assignments. Check out resource guru or forecast app to name a few that are out there. This is critical.
James Ward commented
Simple RM would be ideal - for both assigned people/accounts and free text to allow us to allocate and see resources as departments.
Critically we need to see how our portfolio hits the business, and where we've a number of resource issues across our roadmap to allow us to prioritise accortingly.
like the resource engagements in Project online
Matt Young commented
Having a positive experience thus far with:
This is much needed, and will be a trigger to move from Project Online to Project for the web in my company. It would help my PMO job a lot.
Miguel Oliveira commented
The new Project has a nice look and feel but needs this.
Something like Team Planner but with the ability to see all Projects at once for specific people.