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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 8 · Resource Breakdown Structures

Adding planning resources

Lesson 85 of 198 · 13 min

Add labour resources using a job format, then a role format, then an organization-qualified resource. Add an equipment resource from Module 5's nonlabor resources. Add a FINANCIAL resource for a lump-sum travel budget — and show it planning an amount with no quantity. Show the resulting hierarchy, and then show the resource list AS A PLANNER SEES IT. THAT LAST STEP IS THE USABILITY CHECK. Look at the planner's view and ask out loud whether this is a list somebody can work with. The financial resource demonstration is worth the time. It is the answer to "how do I just budget an amount?" — which every client asks. Resources can be added later; the structure of the hierarchy is harder to change.

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In this module: Module 8 · Resource Breakdown Structures

  1. 1What we are building
  2. 2Why the RBS is permanent
  3. 3Resource classes and resource formats
  4. 4Planning versus reporting structures
  5. 5Designing the hierarchyFree preview
  6. 6Running the RBS design workshop
  7. 7Creating a planning RBS
  8. 8Adding planning resources
  9. 9Centralized versus project-level maintenance
  10. 10Creating a reporting RBS
  11. 11Proving the structure works
  12. 12What breaksFree preview
  13. 13Lab briefing: plan for a CFO and a bid team at once
  14. 14Lab solution walkthrough