Resource Manager

Resource managers ensure that resource supply is maintained realistically and can be compared with project resource demand. They mainly work with the resource pool, professional qualifications, teams, working times, non-working days, and capacity balancing.

Maintain employees in the resource pool

The task is not only to record employees. The decisive question is whether available employees, with their qualifications, working times, and absences, fit the planned project workload.

Typical Tasks

  • maintain the resource pool

  • keep employees, teams, and professional qualifications up to date

  • consider working times, vacation, illness, and other non-working days

  • evaluate resource supply by time period

  • support capacity balancing

  • analyze overloads, shortages, and free capacity

  • find suitable employees for professional qualifications

  • support project managers in assignment decisions

Working Path for Resource Managers

  1. Check the resource pool

    Make sure that employees, professional qualifications, teams, calendars, and non-working days are current.

    Professional qualifications in the resource pool
  2. Evaluate resource supply

    Check which capacities are available in the period under review. Consider part-time work, shift calendars, vacation, illness, and other absences.

    Non-working days and vacation in the resource pool
  3. Compare demand with supply

    Use capacity balancing to compare planned role demand with available employees and qualifications.

    Compare demand and supply in capacity balancing
  4. Analyze bottlenecks

    Structure resource views by employee, role, team, and project. This shows whether bottlenecks come from one project, several projects, or missing qualifications.

    Employee view for utilization analysis
  5. Support assignment

    Recommend suitable employees or alternative time periods. Depending on the organization, the final project decision is made by the project manager, PMO, or resource management.

    Assign resources from capacity balancing

Important Views

  • resource pool for employees, roles, teams, and calendars

  • employee capacity balancing for demand, supply, and shortage

  • role utilization for scarce professional qualifications

  • employee utilization by project for cross-project assignment

  • structured resource views for employee, role, team, and project

  • overloaded resources and failed resources in project information

Decisions

Situation

Decision

Role demand is not covered

Search suitable employees or shift demand in time.

Employee is overloaded

Check project context and propose alternatives.

Non-working days fall within the task period

Check calendar and clarify date impact with the project manager.

Several projects compete

Clarify priorities with PMO or management.

Qualification is permanently missing

Report capacity risk to PMO or management.