Resource constraint analysis is one part of the portfolio analysis process in Microsoft Project Server 2010. When stakeholders are evaluating project proposals to determine which should be approved and added to the organization’s portfolio of projects, they use resource constraint analysis to weigh the resource needs of a project proposal with the resource capacity of the organization.
Before resource constraint analysis can happen, a few different elements must be configured correctly: primary roles, capacity planning, and demand planning.
In this article
Configuring primary resource roles
Project Server 2010 relies on defined roles for resource constraint analysis. Examples of roles include Developer, Tester, or Business Analyst. Each resource, whether a named resource (a “real person”) or a generic resource (a placeholder), must be associated with a single primary role to be considered during resource constraint analysis.
Who sets up resource roles? Resource roles are configured in Project Server 2010 by the site administrator.
Where can I learn more? For more information about setting up resource roles, see Define primary resource roles.
Configuring resource capacity planning
Before stakeholders can determine whether a proposal can be approved, all available resources in the organization must be accounted for to determine resource capacity. Once there is a good understanding of what resources are available to assign to projects at a given time, stakeholders can compare the available resource capacity with the resource needs of each project proposal during resource constraint analysis. Resource capacity can account for individual named resources (for example, employees in your organization), or non-named resources that represent people, equipment, or other named resources that will be hired (or otherwise acquired) at a later time. Each resource used to represent capacity must be associated with a single primary role.
Who sets up capacity planning? Capacity planning is typically configured by resource managers, project managers, or portfolio managers in your organization, depending on how the site administrator has configured permissions.
Where can I learn more? For more information about configuring capacity planning, see Create resources to represent capacity.
Configuring resource demand planning
When submitting a project proposal, the submitter can assign named (“real”) or generic (placeholder) resources to tasks to represent the resource needs of the project. Stakeholders can take these resource demands into account when reviewing the proposal, and compare the demands with the resource capacity of the organization. If the demand can be met by capacity, the proposal may have a better chance of being approved than one that requires additional resources to be hired or acquired. Before resource demand can be included in a proposal, resources must be created to represent demand by role type. Generic resources should be used when the role type and quantity needed for a project (for example, two Developers) is known, but the actual people doing the work are not known or not important at this stage of planning.
Who sets up resources for demand planning? Resources are typically configured by resource managers, project managers, or portfolio managers in your organization, depending on how the site administrator has configured permissions.
Who assigns resources to proposals? The person submitting the project proposal may choose to assign resources to tasks in the project, or to the overall project itself. This person may be a project manager, but may also be a team member or other stakeholder.
Where can I learn more? For more information about setting up resources for demand planning, see Create generic resources to represent demand. For more information about assigning resources to proposals for demand planning, see Specify resource demand in a project proposal.