Managing resource allocations in the traditional manner, which requires opening, reviewing and adjusting the data project by project, is tedious and time consuming.

Now imagine the manual effort when the resources and projects are in hundreds. It is tedious would be an understatement. The client, a global robotics automation company approached i2e for a solution to not only show the forecast/allocation by resource/project but also provide an ability to modify existing allocations, change or swap resources, create new resource allocation, and copy existing ones.

i2e took an approach to streamline the resource management process. And what better way then use Planisware PEX reports. It was proposed to design and develop a PEX report that would:

• Display resource allocation by resource/project for the selected portfolio.
• Set up new popups that allows users to create new allocations and delete existing ones as needed.
• The report would offer the flexibility to modify existing resource allocations, swap resources, and view project details.
• Incorporate an indicator to highlight under or over allocations.

Our solution simplified the process of calculating allocations by providing intuitive indicators. Now, resource managers have a centralized platform to manage all resources across multiple projects. They have the flexibility to switch between preferred units, such as allocation by day, month, year, or FTE. By implementing our solution, the client has been able to reduce resource management efforts by approximately 80%, while streamlining their operations and increasing productivity.

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