Deltek Resource Planning

Deltek Resource Planning is a powerful, yet easy to use, Web-based application that supports and integrates two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. In Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.

In addition, you have the option to purchase and activate the CRM module to add extensive business development capabilities. Use the Business Development workspace to manage all of the information, activities, and resources related to pursuing opportunities. You can also use this area to gather and maintain a repository of information on current and potential clients, subconsultants, government agencies, contacts, and competitors.

A third workspace, Configuration, houses the options and tools that your system administrator uses to set up Deltek Resource Planning the way you want it. In that workspace, you specify your organization structure, security needs, and other basic information that Deltek Resource Planning requires, and you use the import processes to import your employees and much of the other information that you work with in the Resource Planning and Business Development workspaces.

Related topics:

  • The Basics
    Deltek Resource Planning is designed to be simple to learn and simple to use. In a very short time, you will know your way around and be ready to use it to manage your resources.
  • Resource Planning Workspace
    The Resource Planning workspace supports and enhances two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. in Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.
  • Business Development Workspace
    The Business Development workspace enables professional services and government contracting firms to manage effectively all of the information, activities, and resources related to pursuing opportunities. You can also use the workspace to gather and maintain a repository of information on clients, subconsultants, government agencies, contacts, and competitors.
  • Configuration Workspace
    Use the areas in the Configuration workspace to specify your organization structure, security needs, employees, and other basic information that Deltek Resource Planning requires.