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

Why the RBS is permanent

Lesson 79 of 198 · 2 min

THE LEAST-UNDERSTOOD OBJECT IN PPM — AND ONE OF THE THREE YOU CANNOT REDO. Where it embeds. The planning RBS is assigned to project plan types and financial plan types. Those are assigned to project templates. Every project created from a template carries it. Change the structure and existing plans built against it are compromised. What "compromised" means in practice. Plan lines are held against resources in the structure. Remove or restructure a resource and those lines have nowhere to live. The reporting RBS is a slightly softer decision. It can be changed and resummarized. And changing it means resummarizing history, and explaining to the executive why last quarter's report looks different. Softer technically. Not softer politically. THE BUILD IS UNDER AN HOUR. THE DESIGN SHOULD TAKE DAYS, AND INVOLVE PEOPLE WHO DO NOT NORMALLY ATTEND CONFIGURATION WORKSHOPS. That last clause is the one to act on. The people who

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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