This document provides an overview of the key features and functionality of the COLLABORATE mobile app for resource management, capacity planning, and reporting actuals. It discusses setting up users and resources, resource planning at the project and work breakdown structure level, activity assignments including roles and rates, forecast analysis of available, allocated and assigned resources, team member updates via mobile and web, email updates, applying actuals to spread total effort, usage analysis, and portfolios and reports. The session is a training on these various features to help with resource management and project planning.

1. REMINDER
Check in on the
COLLABORATE mobile app
Resource Management: Capacity
Planning to Reporting Actuals
Prepared by:
Thomas Cutting
Project & Process Lead
Volantic, Inc.
Session ID#: 15454

2. Direction
■ Overview
■ User & Resource Set Up
■ Resource Planning
■ Activity Assignments
■ Forecast Analysis
■ Team Member Updates
■ Email Updates
■ Apply Actuals
■ Usage Analysis
■ Portfolios & Reports

3. Overview
■ Do we have enough
resources?
■ Who is available?
■ When can we get started?
■ How much is done?
■ When will it be complete?

4. User & Resource Set Up
■ Resource Team
▪ List of Resources
▪ Grouping for finding
similar resources
▪ Can belong to multiple
▪ Can’t assign a team as a
unit.
■ Role Team
▪ Same as Resource Team
but Role focused

5. User & Resource Set Up
■ Project
▪ Status Updates – Fields, UDFs, and Codes
▪ Status Reviews – Approval

6. Resource Planning
■ Project or WBS Level
▪ Percentage and Life of Project
▪ Total Spread
▪ Week to Week

7. Activity Assignments
■ Activity Assignments
▪ Roles
▪ Resources
▪ Rates

8. Forecast Analysis
■ Available
■ Allocated
■ Assigned

9. Team Member Updates
■ iPhone

10. Team Member Updates
■ Web

11. Email Updates
■ Email Updates
▪ Request
▪ Push

12. Apply Actuals
■ Spreads Total Effort

13. Usage Analysis
■ Summarize Projects
■ Actual vs. Remaining

14. Portfolios & Reports
■ Portfolios & Reports

15. Volantic Consulting Services
Strategic
Consulting
• Assessments
• Requirements
• Roadmap
Training
• On site
• Virtual
• On Demand
Implementation
• Processes
Optimization
• Change
Management
• Installation
Technical
• Integration
• Cloud
Management
• Custom Apps
We see the world in three colors, Black White and Oracle®

16. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app