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Engage with the Community
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What is the Best Way to do Resource Management?

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The best way to do resource management manually is by following a structured process that ensures all resources are used efficiently. 

  1. Start by identifying all available resources—team members (with skills and availability), tools, equipment, and time. 
  2. Break down each project into tasks and estimate the time and skills needed for each one. 
  3. Create a centralized resource calendar (using a spreadsheet or planner) to map out who is working on what and when. 
  4. Prioritize tasks and assign resources based on urgency, skill match, and availability. 
  5. Monitor resource usage regularly through weekly reviews and adjust allocations as needed. 
  6. Encourage open communication to identify potential overloads or availability issues early. 

Although this manual approach can work for small teams, it becomes challenging to scale and maintain. For better efficiency, tools like Workstatus offer automated time tracking, smart scheduling, real-time insights, and team monitoring, making resource management easier and more effective.

  • Michael E. Gernaey Profile Picture
    44,036 Super User 2025 Season 1 on at
    What is the Best Way to do Resource Management?
    Hello 
     
    We are always grateful for sharing!!! Although we are more also looking for how it connects into the Power Platform versus product recommendations.
     
    Any chance you can share some thoughts on how it fits into the PP?
     
    Thanks!

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