Manage resources

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

  1. Configure workspace structure, input initial set of data in bulk and continue to update and add new projects in Portfoleon.
  2. Setup Portfoleon to manage resources – define roles, teams, locations, fill in the table with resources.
  3. For each project define phases (or leave it with one default phase covering the whole project) and allocate resources to each phase.
  4. Analyze resource allocation and availability using item timelines, resource timelines and resource pivots.

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