Resource Manager

The Resource Manager user profile is a dedicated profile for users that are responsible for maintaining the data relevant for resource allocation and management. The resource manager can create a skills catalog that is the basis for specifying the skills organizations offer, and administer resources on an organizational level. With this user profile, the resources required for transformation projects can be managed in a timely and effective manner in communication with the responsible project manager and architect.

The user profile Resource Manager has Write permissions to many classes including Organization and Skill, but also to classes in the investment architecture such as Project, Program, Demand, Vision, Goal, Objective, and Strategic Theme .

Permissions available to the Resource Manager

A user with the Resource Manager user profile has the following permissions:

Permissions to create new organizations, skills, and projects in the context of resource planning. You can also create other reference data such as programs, project groups, demands, demand groups, visions, goals, objectives, and strategic themes.

Permissions to edit IT assets displayed in the context of resource planning. All IT assets such as projects, demands, goals, etc. that you are the authorized user of and all assets associated with an authorized user group that you are a member will be visible.
authorized user
An authorized user has primary responsibility to maintain the data for an object. Typically this is the user that has created the object. The authorized user as well as members of authorized user groups have write permissions to objects they are responsible for.
user group
A user group determines the visibility of objects. One or more user groups may be granted authorized access to an object. The object is visible to all users assigned to a specified user group.

What information is available to the Resource Manager

The Resource Manager user profile bundles the functionality you need as a business user to manage the skills and resources needed for projects. Click Home in the left navigation panel to see the Resource Management and Resource Analysis pages.

Resource Management page: It is mandatory that you select an organization in the Team field in the filter to see results in the page.

To focus on only the data that is relevant to you, click the global filter button and specify the User Groups field to view only assets that you have authorization to via a user group. You can also specify the Role Types field to view only assets that you have a defined responsibility for.

Resource Planning by Skill: The bar chart displays the number of people with skills. Double-click a bar to view a data workbench showing all people with that skill. Use the features of the data workbench to slice-and-dice your data to focus on data and do the analyses you are interested in..

Resource Planning by Organization: The bar chart displays the organization's count for offered skills, requested skills, and remaining unused skills. Double-click a bar to go to the organization's content area. Go to the Resources page to view the people in the organization that are offering the skill and the people that have been requested to provide the skill to another organization.

Resource Planning by Team: The bar chart displays people with skills and the remaining capacity that they have to provide the skill. Double-click a bar to go to the person's content area. Go to the Resources page to view the the person's capacity to offer the skill and how much has been requested.

Resource Planning by Project: The Gantt chart displays the time schedule of projects and skill request in order to understand whether resource constraints might impact a project. Edit the skill request and change the start and end date as well as resource allocation.

Resource Analysis page: Understand expected resource constraints at any point in time. Use the Expected Resource Constraints view to explore potential bottlenecks in resource planning by dynamically changing the axes and aggregating cell values for the specific dimensions. Change the filters to explore resource use and limitations for different dimensions such as organization, project, time, and resource requests. Rules can be set to highlight significant resource constraints so that action can be taken in a timely manner.

The left navigation panel displays the following:

Recent Assets: Access the data that you have most recently touched.

Workflows: Access workflow activities that you are responsible for.

Data Quality: Click to access My Data Quality Issues to understand the data quality issues for the assets that you have responsibility for. Click Data Collection Initiative to collect portfolio data.

Favorites: Save and access your bookmarked data.

Analysis Tools: Access ArchiMate diagrams, storyboards, and reports about your data.

Resources: Expand to specify the following:
Organizations: Create new organizations that will offer skills, or click the navigate button to open the content area of an organization and go to the Resources page to specify skill offers for the organization. The skill offer includes the skill that is offered, the person who can provide the skill, and when the skill can be provided.
Resources: View an overview of the people providing skills and how much of their skill count has been requested, offered, and remains.
Skills: Create a catalog of skills that can be used to create skill offers that specific people will provide.

Investment Architecture: View and edit reference data for projects, programs, project groups, demands, demand groups and the strategy network which includes visions, goals, objectives, and strategic themes..