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

Resource classes and resource formats

Lesson 80 of 198 · 2 min

Resource classes are the top-level buckets. Labour, equipment, material, and financial. Every planning resource belongs to one. Labour — people, expressed by job, role, person or organization. Equipment — nonlabor resources. Material — consumables and materials. Financial — money-only resources, where you plan an amount without a quantity. THE FINANCIAL RESOURCE CLASS IS THE ONE PEOPLE MISS. It is how you plan a lump sum — subcontract, travel budget, contingency — without pretending it has a quantity. It solves a problem clients raise constantly, and it is the answer to "how do I just budget an amount?", which you will be asked on every project. Resource formats are the combinations of resource types that define what a planning resource looks like. A format might be "job", or "job and organization", or "person", or "expenditure type." Why formats exist. They let you plan at different levels of specificity within one structure.

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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