Top-down Planning – Assignment of resources to programs and projects with an allocation aligned to a (high-level) top-down work plan. Bottom-up Planning – Assignment of resources to program and projects with allocation aligned to the (detailed) bottom-up work plan. Role-based Planning – Support for matrix-styled organizations where resources are requested by PMs and assigned by reporting managers.
Recording of actuals in terms of time units (hours or days), cost (e.g. $ amount), or % of time.
Calculation of resource costs based on rate card, fiscal calendar, and work calendar.
Forecasting of resource needs and reporting of variance to plan.
Aligning resource costs to chart of accounts, service catalog, and cost centers. Automation of $ allocation of resources to programs and projects. Roll-up of resource financials to portfolios, vendors, and BUs.
Dashboard & Reports
A roster listing resources based on reporting hierarchy and providing capability to view the detailed profile. Dashboard to visualize vendor spend, variance of actuals to plan.
Resource utilization by BUs, reporting managers, portfolios, and vendors.
A set of standard reports for diagnostic and operational use (e.g., over-allocation or under-utilization report). Ability for customers to create reports that raise on demand from time to time.
A foundational infrastructure to effectively plan and track resources – resource pools, rate cards, vendors, and purchase orders.
Intuitive user interface with online reference guides and FAQs
Fully integrated with the rest of the BVM line of products: PlanIQ, CaseIQ, and TracIQ. Powerful REST APIs to interoperate with customer eco-systems for resource maintenance.