Establish the foundation
Inventory the project portfolio and confirm how work supports strategic goals. Define normal work expectations and recognize that operations consume capacity alongside projects. Resource planning needs intake, prioritization, and governance to turn its findings into decisions.
Model only what matters
Choose the broadest resource categories that reveal meaningful constraints, whether by department, role, or specialist skill. Set demand estimates at a level the organization can maintain, and compare them with availability after day-to-day commitments. Support the data with conversations with managers.
Review and act
Refresh information at a cadence suited to the portfolio’s pace. Use the view to hire, reassign, add temporary support, or defer work. Keep a queue for initiatives that cannot yet be staffed. Reliable priorities require an honest match between demand and capacity.