EPM Live Resource Management in SharePoint

Proper Resource Management is vital to the success of any project. The ability to deploy employees effectively against often conflicting projects and other work priorities enables organizations to optimize their return on human resource investments. In order to maximize both task throughput and company morale, resource and project managers need an efficient system to place the appropriate staff on the right teams at the right time.


Microsoft SharePoint is a widely used collaborative platform that is commonly deployed for content management and general collaboration. EPM Live’s adds additional value to your existing investment in SharePoint by providing enterprise resource management tools and capabilities right in a SharePoint environment.

EPM Live can help organizations accomplish every stage in the resource management life cycle so that maximum allocation can be reached without introducing risks. The five stages of the resource management life cycle are:

• Resource Capacity
• Resource Allocation
• Resource Work Management
• Resource Collaboration and
• Resource Task Management

Capacity Planning helps to ensure that resource capacity meets current and future business requirements in a cost-effective manner.  In the Capacity planning stage you will need to identify all the roles needed for the given project or work effort at hand.  For example, which organizations or departments will be involved in your project?  This will help you establish the structure for your project and potentially how your tasks will be organized and even identify security constraints.  What disciplines and skill sets are required to complete your project?  Without the proper skill sets and expertise, particular tasks may require more training, longer term times, possibly even result in rework.   Effective resource management relies on the fact that these factors have all been considered prior to selecting your resources. Once you have determined your generic roles, you will need to determine the quantity of each role needed as well as the timeframe.  As this information is obtained, you will then be ready to analyze your plan, make adjustments and prepare for actual named assignments.  Let’s take a look at how you can accomplish Resource capacity in SharePoint.

1)  Build a resource plan directly in EPM Live:







2)  Use a resource modeler to perform what-if analysis, finalize portfolio selection and apply the right sequencing.







3) Leverage resource capacity reports built to analyze your current resource needs and all potential risks associated.









To see how you can leverage EPM Live to manage the remaining four stages of resource management, download our “Resource Management in SharePoint” on-demand webinar by clicking on the link below.

View Resource Management in SharePoint- On-Demand Webinar