Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 8 · Resource Breakdown Structures
Creating a reporting RBS
Lesson 87 of 198 · 12 min
Create a reporting resource breakdown structure. Build a deeper hierarchy reflecting the executive's questions from the workshop. Set the resource formats for reporting, assign the structure to a project type or project, show costs rolling up the reporting hierarchy — then show the SAME costs viewed through the planning structure, for contrast. THAT CONTRAST IS THE PAYOFF. The same actual costs, two different roll-ups, each serving a different audience. It is Lesson 4 made visible, and it is the image the module is remembered by. Assignment determines which projects roll up which way. Confirm the intended scope. Changing a reporting structure means resummarizing. Possible — and it means explaining a report that changed.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.
In this module: Module 8 · Resource Breakdown Structures
- 1What we are building
- 2Why the RBS is permanent
- 3Resource classes and resource formats
- 4Planning versus reporting structures
- 5Designing the hierarchyFree preview
- 6Running the RBS design workshop
- 7Creating a planning RBS
- 8Adding planning resources
- 9Centralized versus project-level maintenance
- 10Creating a reporting RBS
- 11Proving the structure works
- 12What breaksFree preview
- 13Lab briefing: plan for a CFO and a bid team at once
- 14Lab solution walkthrough