Resource Management Module enhancements to HP PPM 9.22for increased usability

With HP Project and Portfolio Management (PPM) version 9.22 now available, it’s time to dive deeper into each of the improvements we made. Today, we begin our blog series with a closer look at the multitude of improvements made to the Resource Management Module of our HP PPM Center.

In the world of Project and Portfolio Management, resource allocation is one of the most important tasks a project manager can manage in order to ensure the success of the project. Without the proper allocation of resources, projects will result in failure and business needs will not be met. That is why we dedicated an entire module in the HP PPM software to Resource Management.  In the latest version, we have taken all the feedback from our 9.21 users and made our module more efficient, effective and user friendly for our users.  

 

High five with computer.png Here is a detailed look at the enhancements we have made:

The Staffing Profile feature of the Resource Management Module received a large amount of enhancements and improvements relative to the other parts of the module to increase its usability. Most of the new features provide users with more visibility and better customization while improving the usability of the profile itself.  Here is a list summarizing all the great changes that the Staffing Profile received:

 

  • Position filters: In the staffing profile table of the staffing profile page, users can now filter positions by the position/resource, the status or by resource pool. Simply provide information for the fields that you want to filter with and the positions that meet your filter criteria are displayed.  
  • Total summary: This new section displays the total values for the Forecast, Assignment and Unmet rows. It also provides a conclusive summary of each profile page. The values are recalculated when the position or filter criteria is switched.
  • Expand/collapse all positions:  In the previous version, when a staffing profile page is open, only the positions are displayed while the assignments are hidden. With this enhancement, all the detailed assignments of all the positions can be viewed by clicking the Expand All button.
  • Resizable columns and staffing profile table:  Users can now resize each column in the staffing profile table if they are too narrow. In addition, the vertical bar in the middle can now be dragged to view the data the user wants to see.
  • Partial refresh: The partial refresh feature allows users to update only a part of the data that they need.  Instead of updating the whole page of data, which could take a long time and cause issues, this feature speeds up the process and improves the system’s performance.  
  • Paging Display: The updated paging display allows users to display staffing profile positions by page.  In addition, users can customize how many users they want to display per page, only show certain pages or go directly to the first or last page of the list.
  • Highlighting and centering the current period: With the version update, the current period of the allocation data in the Staffing Profile is now highlighted and centered to make the current data easier for users to find.
  • Period filtering: When the option Weeks is selected in the View Allocation in field, only data three weeks prior and several weeks after the current week are displayed in the Staffing Profile table.  By doing so, this reduces the loading time of the data and improves usability.  When any other option is selected (months, quarters, years), all the data is loaded and displayed.

-          Special command for baseline staffing profile

  • A new systems special command that creates a baseline for the staffing profile has been introduced to HP Project and Portfolio Management Version 9.22 for staffing profiles that are associated with projects.  The two default parameters needed are the Staffing Profile baseline name and the staffing profile ID number.  Users can then configure the special command under the following entities of Validations, Workflow step sources, object types, request types or report types.  In order to use this special command, users must have been granted the “edit special” command.  However, two exceptions exist when the special command function will cause functions to fail:  Error logs will appear if users do not have permission to create a baseline in the project or if users create a baseline which is not associated with any project.

-          Adding security groups to staffing profile/resource pool access control list (ACL)

  • In the previous version, you could only add a single user to the staffing profile/resource pool access control list (ACL).  In the new version, you can add an entire security group to ACL.  Users can only add a security group once.  Any duplicates will not be added to the ACL.  All members added to the security group will at minimum have viewing access to the control list.  Once the security group’s access is configured, the View access will automatically be granted to the entire security group.

-          Viewing a position from the resource request portlet

  • Rather than having to open all the positions that belong to the staffing profile and searching for the desired position, Version 9.22 provides users with the option to open and view a specific position from the Resource Request portlet.  To view a specific position, simply click a position link from the position column and the staffing profile page with the specific position will open on the display.

-          Searching resource pools without view access grant

  • Previously, when users searched for resource pools under a certain criteria, only resource pools that the user had the access grant to view were listed.  With HP Project and Portfolio Management 9.22, user search results will list all the resource pools in the system even if the user does not have the access to view them all.  This latest enhancement provides a more extensive search tool and increased visibility.

To learn more about what version 9.22 has to offer, take a look at our video!

We hope that all of these improvements will help increase productivity and simplify the resource allocation facet of your project management process. We always value feedback from our loyal customers and love it when we hear from you.  So please leave a comment or tweet us @HPPPM!

 

For all things HP PPM please visit us here.

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