Use Portfoleon to allocate resources to multiple projects
You are a resource manager. You need a cross-project planning tool to assign people to different phases in multiple projects and make sure that everybody are optimally loaded.
Steps to make it
- Configure workspace structure, input initial set of data in bulk and continue to update and add new projects in Portfoleon.
- Setup Portfoleon to manage resources – define roles, teams, locations, fill in the table with resources.
- For each project define phases (or leave it with one default phase covering the whole project) and allocate resources to each phase.
- Analyze resource allocation and availability using item timelines, resource timelines and resource pivots.