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ResourceFirst Overview

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

Introduction   

ResourceFirst 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, Financial Manager, and Administrator. In the interface, the role-based functions are provided in an "area" for each function. 

The main system areas include:

  • Home (Team member)
  • Resources
  • Projects
  • Financials
  • PMO/Portfolio Analysis
  • Reporting (Qlik)
  • Actuals (aka Timesheets)
  • Administration

See ResourceFirst Navigation for an overview of how to navigate around the system.

Foundational Data in ResourceFirst

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)
  • Assignments (Effort Forecasts) - Time-phased FTEs or hours, by project and resource

To learn more about each of the main areas in ResourceFirstTM, visit the respective sections in this site, where you'll find a wealth of how-to content, best practices, and more. Also stay tuned for more instructional videos, coming soon!

About "Portfolios"

In PDWare software, a  project portfolio is a grouping of projects and a resource portfolio is a grouping of resources. These groupings are defined in terms of Organizational Breakdown Structure (OBS) "nodes."  A resource OBS typically represents how resources are organized in the company (usually by a hierarchy of divisions and departments). A project OBS node can be similar or can be arranged by some other functional grouping.

An example of node hierarchy might me:

ABC Enterprises

------  Division 1

-----------Department A

----------------Team 123

------  Division 2

-----------Department B

etc.

 

When projects or resources are created, they are created in the desired respective node. 

Each user of ResourceFirst sets their "portfolio" by selecting which project and resource nodes they'd like to filter on, and what date range they want to view for their data. This setting remains set even after they sign off and back on again. Which nodes a user has access to depends on their rights as set up by your PDWare administrator.

For more on OBS nodes, see the Filters/Get Data section in the ResourceFirst Navigation article.

 

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