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How to account for limited resources on multiple projects

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Marcus Udokang Project Manager| Aivaz Consulting Calgary, Alberta, Canada
Managing resources for a vital project, when the resources are also assigned to other projects, might make it difficult to show the impact those resources have on each project. I'm thinking Change Management, and having resource/hand-off dependencies in the project plan, to show how the loss of one of those resources can affect any of the projects, particularly the more vital project.

Any better solutions?
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Thomas Walenta Global Project Economy Expert Hackenheim, Germany
Jun 29, 2020 6:11 AM
Replying to Thomas Walenta
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Marcus,

I have seen many organizations fail in trying to manage resources centrally, especially when using PPM tools. Typically resources are overcommitted (seen 300% plan vs capacity), and resource owners are a engaging in a bazaar like meeting every week.

I would recommend to leave work allocation to the people themselves, empower them and trust them. But also protect them, so make sure you help them to shield of requests. I have used a bottleneck list on the portfolio level to identify the key resources (typically only about 5%), and allow them to focus and not multitask. And midterm build new people who can support their workload. CCM could do wonders here.
Hi Vladimir,

good for you, and probably you have helped many of those organizations to get mature (no irony here).

Without proper project selection and prioritization, resource allocation will fail, same with estimates which are not trusted. So resource management can only be successful after some basics are set.

In a survey available at IIL, it says
'Resource conflicts and work overload for critical resources were reported by 73 percent of respondents, with the U.S. commercial sector reporting 85.6 percent.' and
'Fewer than half of respondents agree that a consistent approach for screening, prioritizing, selecting and approving projects is defined and applied in their PPM process.'

Some other survey stated, that the most effective PM tool was indeed PPM, the prioritization part. So still work to do. And it does not go away with agile.
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1 reply by Vladimir Liberzon
Jun 29, 2020 8:30 AM
Vladimir Liberzon
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Thomas,
few PPM tools include portfolio resource leveling taking into account project priorities and all existing constraints. I expect that right portfolio resource management using tools that can optimize and justify resource allocations can solve this problem. Decisions on resource assignments and prioritization must be done not on project but on portfolio level.
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Vladimir Liberzon R&D Director| Spider Project Team Moscow, Russian Federation
Jun 29, 2020 8:13 AM
Replying to Thomas Walenta
...
Hi Vladimir,

good for you, and probably you have helped many of those organizations to get mature (no irony here).

Without proper project selection and prioritization, resource allocation will fail, same with estimates which are not trusted. So resource management can only be successful after some basics are set.

In a survey available at IIL, it says
'Resource conflicts and work overload for critical resources were reported by 73 percent of respondents, with the U.S. commercial sector reporting 85.6 percent.' and
'Fewer than half of respondents agree that a consistent approach for screening, prioritizing, selecting and approving projects is defined and applied in their PPM process.'

Some other survey stated, that the most effective PM tool was indeed PPM, the prioritization part. So still work to do. And it does not go away with agile.
Thomas,
few PPM tools include portfolio resource leveling taking into account project priorities and all existing constraints. I expect that right portfolio resource management using tools that can optimize and justify resource allocations can solve this problem. Decisions on resource assignments and prioritization must be done not on project but on portfolio level.
avatar
Marcus Udokang Project Manager| Aivaz Consulting Calgary, Alberta, Canada
@Vladimir, @Thomas, it's good to see both your experiences. They bring a realistic approach to different ways of doing things, under different circumstances. Harnessing the right portfolio resource management tools can create effective resource allocations. The key is having the basics up front, which are proper project selection and prioritization, and trusted estimates. In turn, successful resource allocation should flow from there. Much appreciate your ideas on this.

Marcus
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Vladimir Liberzon R&D Director| Spider Project Team Moscow, Russian Federation
Marcus, right project selection and prioritization requires considering resource and financial constraints. Portfolio resource management tools are most useful in this process. Look at my presentation where this problem is discussed http://www.spiderproject.com/images/img/pd...%20Problems.pdf
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Marcus Udokang Project Manager| Aivaz Consulting Calgary, Alberta, Canada
@Vladimir, this is superb content at the link you have provided. Much appreciated.

Marcus
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