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PDWare Customer Success Center

Overview of ResourceFirstâ„¢

Introduction to the ResourceFirst product and PDWare's resource-centric philosophy.


Overview of ResourceFirst™  


ResourceFirstTM is a powerful planning solution for strategy and portfolio execution, with a special emphasis on priority-based resource planning and dynamic, ongoing balancing of capacity and demand.

ResourceFirst™ is available for cloud and on-premise installations, providing first-line managers, executives, PMO and EPMO functions the agility to meet fluctuating work priorities, schedules, demand and staff capacity.


PDWare Approach - Getting Started


The PDWare philosophy is to first enable priority-based resource planning and allocation (hence the name “ResourceFirstTM”), as it generates the greatest short term impact. We then expand upon that process area with more detailed prioritization and execution methods based on client need.

Supporting this, the ResourceFirstTM Web Client was designed with several different types of users in mind: Team-Member (TM), Resource Manager (RM), Project Manager (PM), PMO/Portfolio Manager, and Administrator. In the interface, the role-based functions are provided in a center for each role. 

The black icons below (depicted in the upper left tray in ResourceFirst) represent the following centers, respectively:


  • Home (Team member)
  • Resources
  • Projects
  • PMO 
  • Dashboards 
  • Team Member activities (e.g., Timesheets)
  • Administration

Our approach is that software should be simple and practical, and not get in the way. Along those lines, while ResourceFirstTM is a powerful, dynamic software product, all functions it offers rely on a simple set of foundational data:

  • Project data - including charter info, priority, budget, dates, tasks, dependencies & more
  • Resource data - including skills, rate, cost centers, and working hours (i.e., capacity)
  • Effort Forecasts - Time-phased FTEs or hours, by project and resource

To learn more about each of the main centers in ResourceFirstTM, visit the respective sections in this site, where you'll find a wealth of how-to content, instructional videos, best practices, and more.

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