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Prerequisities for Using Resource Management and Proj Mgmt Functionality

Question asked by Tammi Champion on Jul 20, 2011
Latest reply on Aug 4, 2011 by Tammi
Good Morning Community,

I am currently in the process of having brain storm sessions in reference to what functionality or process should be in place prior to using certain functionality. In the beginning we wanted to roll out Resource Calendar and we had the question of what would that mean to the PM and the RM? They would need to understand what they are getting out of using resource calendar. For example if they auto schedule they will see how their schedule is impacted based on the team's availability and what decisions they need to make based on this. We also need to have a better process for project templates and using roles, this way when we need to use resource finder or role replace it makes sense to the users. We are very mindful of our allocations but we are still missing processes from the project side. Do you have any suggestions based on your experiences on what processes should be in places prior to using Resource Management functionality such as calendar and requisitioning. Does anyone have any PM process that could share for templates and roles.