resource management between project managers & team managers with microsoft sharepoint - tpg...

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Consulting | Solutions | Products | Training Resource Management Bridging the resource management gap between project and line managers The TPG TeamManager App Perfect for use by: - Project Managers - Resource Managers

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DESCRIPTION

TPG TeamManager App is an advanced web-based tool for managers engaged in resource planning for multiple team members and departments. It graphically depicts the planned workload of each employee in the department. The workload is calculated as the sum of the line activities, absences and project commitments. By having this real-time graphical view, resource managers can easily recognize the spare resource capacity which allows them to quickly assign resource commitments to project managers‘ requests. The tool works with Microsoft SharePoint, Offece 365, Microsoft Project Server and Project Online.

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Page 1: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | Training

Resource Management

Bridging the resource management gap between project and line managers

The TPG TeamManager AppPerfect for use by:- Project Managers- Resource Managers

Page 2: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App is an advanced web-based tool for managers engaged in resource planning for multiple team members and departments…

Why TPG TeamManager App?

Page 3: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

It graphically depicts the planned workload of each employee in the department…

Why TPG TeamManager App?

Page 4: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The workload is calculated as the sum of the line activities, absences and project commitments.…

Why TPG TeamManager App?

Page 5: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

By having this real-time graphical view, resource managers can easily recognize the spare resource capacity which allows them to quickly assign resource commitments to project managers‘ requests.

Why TPG TeamManager App?

Page 6: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager is a Microsoft SharePoint App. At this time it works with SharePoint 2010/2013, Office 365, Microsoft Project Server 2010/2013 and Project Online.

It also is available as an Excel based tool.

TPG TeamManager App – Compatibility

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TPG TeamManager App – The Environment

Microsoft Project Server

Project X

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Page 8: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Environment

Microsoft SharePoint

Microsoft Project Server

Project X

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Page 9: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Environment

Microsoft SharePoint

Microsoft Project ServerTPG TeamManager App

Project X

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Page 10: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Environment

Microsoft SharePoint

Microsoft Project ServerTPG TeamManager App

Team SitesProject X

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Page 11: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Environment

Microsoft SharePoint

Microsoft Project ServerTPG TeamManager App

Team SitesProject SiteProject X

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Page 12: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG TeamManager App – The Concept

The Concept

- Let all roles in a matrix organization work in their own world

Page 13: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Concept

The Concept

- Let all roles in a matrix organization work in their own world

- Project Managers request Resources from Team Managers

Page 14: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Concept

The Concept

- Let all roles in a matrix organization work in their own world

- Project Managers request Resources from Team Managers

- Team Managers plan the entire work load of their Resources and commit People for Projects

Page 15: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – The Concept

The Concept

- Let all roles in a matrix organization work in their own world

- Project Managers request Resources from Team Managers

- Team Managers plan the entire work load of their Resources and commit People for Projects

- Data is not mixed, instead we compare it in a graphical view

Page 16: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG TeamManager App – Important Features

TPG TeamManager

Page 17: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – Important Features

Workload of each team member and department marked with traffic light colors and diagrams

TPG TeamManager

Page 18: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – Important Features

Workload of each team member and department marked with traffic light colors and diagrams

Graphical display of requested and committed resource availability

TPG TeamManager

Page 19: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

TPG TeamManager App – Important Features

Workload of each team member and department marked with traffic light colors and diagrams

Graphical display of requested and committed resource availability

Immediate update of the graphic when changes are made to the Gantt chart

TPG TeamManager

Page 20: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Project Manager Plans

Microsoft

Project

Project X (Tasks)

Task 1

Task 2

Task 3

Task 4

Task 5

Task 6

Task 7

PM plans the project

DEV-SQL

DEV-.NET

DEV-SQL

TESTER

DEV-.NET

DEV-.NET

TESTER

Page 21: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Project Manager Plans

Microsoft

Project

Project X (Tasks)

Task 1

Task 2

Task 3

Task 4

Task 5

Task 6

Task 7

Project X (Resources) Jan Feb Mar Apr May

Department A

Department B

Department A Request 200h 230h 250h 210h 150h

Department B Request 20h 250h 30hPM plans the project

PM assigns generic resources

DEV-SQL

DEV-.NET

DEV-SQL

TESTER

DEV-.NET

DEV-.NET

TESTER

Page 22: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Project Manager Plans

Microsoft

Project

Project X (Tasks)

Task 1

Task 2

Task 3

Task 4

Task 5

Task 6

Task 7

Project X (Resources) Jan Feb Mar Apr May

Department A

Department B

Department A Request 200h 230h 250h 210h 150h

Department B Request 20h 250h 30hPM plans the project

PM assigns generic resources

Publish

DEV-SQL

DEV-.NET

DEV-SQL

TESTER

DEV-.NET

DEV-.NET

TESTER

Page 23: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr May

Page 24: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Page 25: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

Page 26: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

RM plans Absence & Operations

Page 27: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

RM plans Absence & Operations

Page 28: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

RM plans Absence & Operations

RM assigns projects to resources

Page 29: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

RM plans Absence & Operations

RM assigns projects to resources

Page 30: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

RM plans Absence & Operations

RM assigns projects to resources

Page 31: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

The Process, Step by Step – Resource Manager Plans

TPG Team Manager

Department A Jan Feb Mar Apr MayLoad Resources from DB

Load Projects from DB

RM plans Absence & Operations

RM assigns projects to resources

Publish to DB

Page 32: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

Microsoft

ProjectTPG TeamManager App

The Process, Step by Step – Project Manager Views

Project X (Tasks)

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Project X (Resources) Jan Feb Mar Apr May

Department A

Department B

Department A Request 200h 230h 250h 210h 150h

Commitment 200h 200h 200h 200h 150h

JIM Request

Commitment 100h 100h 100h 100h 100h

JACK Request

Commitment 100h 100h 100h 100h 50 h

PM sees the comittmentsDepartment A Request 200h 230h 250h 210h 150h

Commitment 200h 200h 200h 200h 150h

JIM Request

Commitment 100h 100h 100h 100h 100h

JACK Request

Commitment 100h 100h 100h 100h 50 h

Page 33: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

Consulting | Solutions | Products | TrainingConsulting | Solutions | Products | Training

Microsoft

ProjectTPG TeamManager App

The Process, Step by Step – Project Manager Views

Project X (Tasks)

Task 1 DEV-SQL

Task 2 DEV-.NET

Task 3 DEV-SQL

Task 4 TESTER

Task 5 DEV-.NET

Task 6 DEV-.NET

Task 7 TESTER

Project X (Resources) Jan Feb Mar Apr May

Department A

Department B

Department A Request 200h 230h 250h 210h 150h

Commitment 200h 200h 200h 200h 150h

JIM Request

Commitment 100h 100h 100h 100h 100h

JACK Request

Commitment 100h 100h 100h 100h 50 h

JIM

JACK

JIM

TESTER

JACK

JACK

TESTER

PM sees the comittments

PM replaces generic resources

Department A Request 200h 230h 250h 210h 150h

Commitment 200h 200h 200h 200h 150h

JIM Request 100 h 100 h 100 h 100 h 100 h

Commitment 100h 100h 100h 100h 100h

JACK Request 100 h 100 h 100 h 100 h 100 h

Commitment 100h 100h 100h 100h 50 h

Page 34: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG TeamManager App – Resource Manager Plans

Team „Services“ with insufficient commitment of Sabrina for Project A in March

Page 35: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG TeamManager App – Resource Manager Plans

Sabrina is overcommitted in Feb as a proposed solution for the March problem

Page 36: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG TeamManager App – Resource Manager Plans

Issues to solve: Sabrina is overloaded in March (20 h) and May (24 h)

Page 37: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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Project A with 100% commitment of Rebecca and Richard from Team „Research“ and a little conflict at the commitment of Sabrina from Team „Services“

Rescheduling in Feb/Mar will solve the conflict !

TPG TeamManager App – Project Manager Views

Page 38: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG TeamManager App – Benefits at a Glance

Efficiently match resource requests from projects and the assignment of employees in the same tool

Create full visibility and cohesive planning between project managers and resource managers

Eliminate project delays and overutilized resource capacities

1

2

3

4

5

Increase reliability for project managers in staffing their projects with resources

Make substantiated decisions about hiring additional resources

Page 39: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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Visit the TPG Website

www.theprojectgroup.com/teammanager-app

Page 40: Resource Management between Project Managers & Team Managers with Microsoft SharePoint - TPG TeamManager App

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TPG The Project Group – Worldwide Contacts

TPG GermanyDestouchesstr. 68D-80796 MünchenTel: +49 (89) [email protected]

TPG United Kingdom3rd Floor, 14 Hanover Street,Hanover Square, London, W1S 1YHGreat BritainTel: +44 [email protected]

TPG AfricaRoute 21, Corporate Parkc/o Nellmapius & Goedehoop DriveIrene | South AfricaTel: +27 12 345 3518 [email protected]

TPG Austria, CEEMooslackengasse 17A-1190 WienTel: +43 (1) 23060 3145 [email protected]

TPG SwitzerlandChristoph Merian-Ring 114153 Reinach BLTel.: +41 (61) 711 33 [email protected]  

TPG America – Westcoast1 Sansome Street, 35th FloorPMB# 115, San Francisco, CA 94104USA Tel: +1 800 804 [email protected]

TPG America – Canada1200 McGill College Ave., Suite 1100, Montreal, QB H3B 4G7CanadaTel: +1 514 418 [email protected]

Subsidiary America2500 York Road, Suite 115 Jamison, PA 18929USA Tel: +1 800 804 [email protected]

Subsidiary Spainc/ Santa Maria, 26, baixos17820 Banyoles, Girona,SpainTel.: +34 872 208 [email protected]