Project Management Tools- 5 Steps to Resource Management

Implementing project management tools in a resource constrained environment is essential for PPM success.  So how do you ensure successful resource management within your SharePoint project management environment?  Simple, have a plan, and leverage best practices.  Following the resource management life cycle below will give you the head start you need to gain control over your resources!

Employees are the most valuable asset and the biggest expense for most organizations. Any organization that fails to manage their resources to ensure that sufficient capacity is available, and that they are being assigned and managed efficiently, risks losing control of its project and work costs and having its business activities seriously constrained. 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.

Let’s take a look at the full resource management life cycle. As you can see in the graphic below, this is a top down approach to managing your resources. To truly accomplish full resource management within your organization, all areas must be considered and accommodated. That being said, it is always wise to consider organizational maturity as it relates to resource management. This ensures you are adopting the right amount of discipline and functionality at the right pace to ensure you are not introducing unnecessary risks.

It is very common for users within your organization to be at different levels of maturity. One of the most important aspects of implementing and executing a new tool or discipline is that you understand your audience, their needs and their current processes in place today, to ensure that new technologies introduced will be easily adapted.

Resource Management Life Cycle


Step 1 – Resource Capacity Planning

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, potentially establish 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. 

Resource Capacity Planning

Step 2 – Resource Allocation

Now it’s time to assign your project team. Before we do, we must look at all the factors involved in this process. Who is available and when are they available? What competencies or expertise do the resources possess? Have they worked on a similar project in the past and if so how well did they perform? Are they interested in working on the defined project and finally how much will it cost to obtain the resources for the project? In addition to the environmental factors a roles and responsibilities document should be completed prior to assigning resources. An organization chart will also aid in this process when determining the resource assignments and when viewing the preliminary project schedule to see when each resource is needed and for how long. In many cases, the project team members are known in advance. In other instances, you may need to be prepared to enter a negotiation process with functional managers or maybe even other project managers, should the resource be currently working on other projects. In this case, project priorities and benefits may be weighed to determine which project has the greater need for the requested resource. In many cases, if project teams are already over allocated, there may be a need to consider acquiring resources from a 3rd party vendor or consulting firm. You may also consider whether or not having a virtual team will be adequate for your resource management needs. After resources are assigned and confirmed, you will need to be prepared to manage all future changes that could potentially come into play to ensure your plan is flexible and scalable to handle unexpected shifts in resource demand and allocation.

Resource Allocation

 Step 3 – Resource Work Management

Resource Work Management is an ongoing process in the resource management life cycle that begins with allocation and ends at the completion of the final project or work deliverable. This stage in the life cycle is typically managed by the project manager. This process includes managing all assignments, tracking team member performance, providing project feedback and status, resolving issues and risks, and coordinating changes to enhance project performance. All of these tools necessary for project execution and management are also essential to your resources. As with any work or project deliverable, time, resources and costs must all be considered together in order to effectively and successfully deliver a project.

 Resource Work Management

Step 4 – Resource Collaboration

Resource collaboration is a key practice in the way organizations work today. Working together to deliver project and work deliverables that otherwise may not be reached by working alone, allows organizations to streamline work, deliver services and increase overall productivity across the organization. Resource collaboration is a critical stage in resource management. If your resources aren’t communicating and they aren’t working towards a shared understanding of goals, carefully putting together a resource plan pre-execution will be less productive. Resources must communicate in order to keep projects and work on track. When defining the tools to implement for resource management, ease of use and flexibility are essential to ensure high user adaption and effective collaboration.

 Resource Collaboration

Step 5 – Resource Task Management

The last level of the resource management life cycle focuses on those accountable for individual work items. We all have project work or various work items that we must complete and most likely that work is combined with our own personal to do list as well. In order to be the most productive, resources need a tool that will handle all of their work tasks and any personal tasks they may have in one location. In EPM Live you can do just that. Gather your work, update your work and monitor all related work and dependencies in one system.

Resource Task Management


Free white paper: The Resource Management Life Cycle

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SharePoint Joel Reviews EPM Live 4.3 PPM and Work Management Platform

The critic’s reviews are in and EPM Live 4.3 gets 5 stars!  EPM Live’s PPM and Work Management Platform is revolutionizing the way people manage work and projects.  As one college put it, “EPM Live is nothing short of a revolutionary movement for the PPM Work Management industry,” and industry experts seem to agree.  Read full review.

Calling EPM Live the “Enterprise Project and Work Management for the masses,” SharePoint Guru, Joel Olsen just released his review of EPM Live 4.3.

“EPM Live is an impressive solution that sits on SharePoint and provides a comprehensive solution of Enterprise Project Management and Work Management for the masses. Its dashboards, processes, and flows help build the utopia that executives have long been looking for. With over 5,000 existing customers and more than 14 years of experience in the Project Management space, this solution is very rich and backed by a solid company that’s in it for the long haul.”  


“One of the new and exciting features that really shows how EPM Live scales is the new App Marketplace. Something I’ve been looking for are those easy to use templates that will help me get started and help various teams, groups, and divisions as they look to build common services such as account management or typical product development solutions. Business needs can be met through a template. Now that’s smart. Keep it simple, and then layer it on as your needs increase.”  View video



In addition to the app marketplace, EPM Live has made numerous other enhancements including the ability to create and build communities within EPM Live.  EPM Live is now easier than ever to use, giving users the tools they need to collaborate better with their teams as well as making the data they interact with both targeted and relevant.  It has truly become a tool built specifically with the end user in mind. In addition to SharePoint Joel, EPM Live is receiving raving reviews for the latest release and we anticipate that the buzz on the streets will continue. 

The App Marketplace is only one of the many new highlights in EPM Live’s 4.3 release, for more information: