5 mins read

Optimizing project portfolios through strategic resource planning

How to gain real-time visibility into your workforce capacity to help ensure every project is delivered successfully and profitably.

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Whether you are a professional or engineering services organization, lead a research and development (R&D) organization, or a product development team, projects are the engines of growth, innovation, and transformation. However, executive leaders often find that, while their strategic vision is clear, the operational machinery to execute that vision — specifically, how talent is deployed to projects — remains a persistent and costly blind spot.

Many business leaders find their most critical programs and projects are hindered because their resource planning processes cannot keep up with their business, resulting in resource shortage and poor allocation. These outdated methods, often characterized by a patchwork of disconnected spreadsheets and a fundamental lack of real-time visibility across the business into workforce skills, capacity, and availability, create a drag on performance that extends far beyond individual project teams. This deficiency in planning not only jeopardizes immediate project outcomes but also constrains an organization's ability to pursue growth, adapt to market shifts, and achieve its most important business objectives. 

The risks of poor resource planning 

When a clear view of resource demand and supply across your project portfolios is absent, your business leaders are forced to take significant operational and financial risks. These challenges are not minor operational hurdles; they are strategic impediments that can lead to the following issues: 

  • Inability to pursue new business opportunities: Without a reliable, data-backed understanding of your resource demand and availability, leaders must conservatively decline new projects or bid on them with a high degree of uncertainty. This directly translates to lost revenue and a gradual erosion of market share as more agile competitors seize those opportunities. 
  • Misalignment of high-value talent: Skilled and experienced employees are your company’s most valuable asset. Without a holistic view, these individuals are often misaligned, assigned to lower-priority work while your most strategic and profitable projects remain under-resourced, leading to diminished returns on top talent as well as delayed or poor-quality project deliveries. 
  • Lack of real-time financial visibility: Static planning tools make it impossible to see the immediate financial impact of project delays, scope changes, or suboptimal resource utilization. This creates a reactive financial environment where budget overruns are discovered too late, and the true profitability of a project or portfolio remains obscured until its conclusion. 
  • Difficulty in adapting to change: The modern business landscape requires constant adaptation. When a project's scope changes or a new priority emerges, a rigid planning system prevents the rapid realignment of resource plans and budgets. This sluggish response time diminishes the organization's ability to pivot effectively, turning potential opportunities into costly disruptions. 

Making critical staffing and investment decisions for your projects based on outdated, fragmented information inevitably leads to enterprise-wide inefficiency, increased operational costs, and a compromised strategic position. 

A new blueprint for dynamic, connected resource planning 

Anaplan offers a more effective and strategic approach. To confidently commit to new projects with full assurance of delivery capacity, business leaders require a connected and dynamic resource planning solution that unifies disparate functions. The core principle is moving from siloed decision-making to a state of connected planning, where data and plans from across the organization flow seamlessly. 

The Anaplan Project Resource Planning application provides leadership with an accurate, multi-dimensional view into the supply and demand of the workforce. It enables them to not only see current allocations but also to model the future, prioritize high-value projects, proactively address capacity and skills gaps, and ensure successful, synchronized execution across the entire enterprise. 

Achieve greater agility and drive enterprise-wide efficiency 

By transitioning from static, manual workforce planning to a dynamic, connected model, organizations can unlock significant, measurable strategic advantages: 

  • Drive successful and predictable project delivery: Leverage agile scenario planning to ensure the right resources are allocated to the right projects at the right time. Leaders can model the full financial and operational impact of changing project timelines or a pipeline of new business opportunities. By comparing "what-if" scenarios side-by-side, they can determine the optimal path forward with a high degree of confidence. 
  • Optimize costs and maximize resource utilization: Gain complete, real-time visibility into resource capacity, costs, and skill sets to dramatically improve allocation strategies. The application allows resource managers to proactively identify and resolve gaps between project skill requirements and the available talent pool. Furthermore, it empowers them to evaluate complex trade-offs between cost, timeline, and resource mix to inform data-driven staffing decisions that maximize ROI. 
  • Increase portfolio agility and strategic alignment: Natively connect project resource plans with financial budgets and strategic workforce plans from HR. This critical linkage ensures that resource allocation is consistently aligned with the organization's overarching financial targets, talent acquisition, and sourcing capabilities, creating a cohesive strategy that flows from the executive level down to individual projects. 
  • Drive new business growth and improve profitability: Make confident, data-driven commitments to new projects based on a clear, real-time understanding of enterprise-wide workforce capacity and skills. With Anaplan, decision-makers can analyze resource utilization and profitability across their entire portfolio, enabling them to re-prioritize initiatives and reallocate resources to the most strategic and profitable work with speed and precision. 

Building a resilient, project-driven enterprise 

In an increasingly competitive and unpredictable market, allowing outdated planning tools and disconnected data to dictate the success of your most important initiatives is no longer a viable strategy. The future belongs to organizations that can pivot quickly, allocate their workforce intelligently, and align their entire operational structure to their strategic goals. To maintain a competitive edge and build true enterprise resilience, your business must transition from reactive, siloed resource allocation to a proactive, forward-looking, and connected planning model. 


Discover how a connected approach to resource capacity planning accelerates profitable project delivery.