System and method for resource allocation and planning

• US 6,351,734 B1
• Filed: 09/09/1998
• Issued: 02/26/2002
• Est. Priority Date: 09/09/1998
• Status: Expired due to Fees

• Current Assignee: Charles A. Johnson
• Original Assignee: Unisys Corporation
• Inventors: Lautzenheiser, Ted G., Lacy, David R.
• Primary Examiner(s): Millin, V.
• Assistant Examiner(s): AKERS, GEOFFREY R
• Application Number:
  US09/150,466
• Time in Patent Office: 1,266 Days
• Field of Search: 705/8, 705/7, 705/9
• US Class Current: 705/7.17
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063118 Staff planning in a project environment
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis

Abstract

A system and method for management of resources estimated to be required to develop a product and distribution of resources allocated for the development of the product. A hierarchy of projects required for completion of the product is defined in a database, estimates of resource requirements are associated with the respective projects, and project-level target allocations of resources are associated with the respective projects. The project-level target allocations of resources are automatically summed for a calculated total target allocation of resources, and the calculated total target allocation of resources is associated with the product. An actual total target allocation of resources is assigned to the product, and the hierarchy of projects, associated estimates of resource requirements, project-level target allocations, the calculated total target allocation, and the actual target allocation of resources for the product are interactively displayed.

Claims

1. A computer implemented method for management of resources estimated to be required to develop a product and distribution of resources allocated for the development of the product, comprising:

interactively defining a hierarchy of projects required for completion of the product;

interactively associating estimates of resource requirements with the respective projects;

interactively associating project-level target allocations of resources with the respective projects;

automatically summing the estimates of resource requirements and project-level target allocations of resources for a total estimated resource requirement and a calculated total target allocation, respectively, and associating the total estimated resource requirement and calculated total target allocation of resources with the product;

interactively assigning an actual total target allocation of resources to the product; and

interactively displaying the hierarchy of projects, associated estimates of resource requirements, project-level target allocations, total estimated resource requirement, calculated total target allocation, and the actual target allocation of resources for the product.

2. The method of claim 1, further comprising interactively indicating when the project-level target allocations are not equal to the estimates of resource requirements for the respective projects.

3. The method of claim 2, further comprising interactively indicating when the calculated total target allocation is not equal to the total of the estimates of resource requirements.

4. The method of claim 3, further comprising:

interactively associating revised estimates of resource requirements with the respective projects responsive to user input data; and

automatically establishing for the product a revised total of the estimates of resource requirements responsive to the revised estimates.

5. The method of claim 4, further comprising:

interactively associating revised project-level target resource allocations with selected ones of the respective projects responsive to user input data; and

automatically revising the calculated total target allocation of resources for the product.

6. The method of claim 1, wherein the resource requirements are designated in persons per year.

7. The method of claim 1, wherein the resource requirements are designated in persons required per quarter-year.

8. The method of claim 1, wherein the resource requirements are designated in persons required per month.

9. The method of claim 1, further comprising:

selecting a subset of the projects; and

interactively displaying the hierarchy of projects, associated estimates of resource requirements, project-level target allocation, total estimated resource requirement, calculated total target allocation, and the actual target allocation of resources for the subset of the projects.

10. The method of claim 9, further comprising associating characteristics with the projects, wherein the subset of projects selected share at least one selected characteristic.

11. The method of claim 10, wherein the characteristics include a priority level.

12. The method of claim 1, further comprising:

recording levels of resources spent on the respective projects; and

interactively providing an indication of projects whose levels of resources spent exceed the respective project-level target allocations of resources.

13. A computer implemented method for management of resources estimated to be required to develop a product and distribution of resources allocated for the development of the product, comprising:

interactively defining deliverables required for completion of the product;

interactively defining projects required for completion of the respective deliverables;

interactively associating estimates of resource requirements with the respective projects;

interactively associating project-level target allocations of resources with the respective projects;

automatically summing the estimates of resource requirements and project-level target allocations of resources for a total estimated resource requirement and a calculated total target allocation of resources, respectively, and associating the total estimated resource requirement and the calculated total target allocation of resources with the product;

interactively assigning an actual total target allocation of resources to the product; and

interactively displaying the hierarchy of projects, associated estimates of resource requirements, project-level target allocations, total estimated resource requirement, calculated total target allocation, and the actual target allocation of resources for the product.

14. A computing apparatus for management of resources estimated to be required to develop a product and distribution of resources allocated for the development of the product, comprising:

a resource management database;

means for establishing in a resource management database a definition of a hierarchy of projects required for completion of the product;

means for establishing in the resource management database estimates of resource requirements for the respective projects;

means for establishing in the resource management database project-level target allocations of resources for the respective projects;

means for establishing in the resource management database a calculated total of the project-level target allocations of resources for the product;

means for establishing in the resource management database a total estimated resource requirement for the product;

means for establishing in the resource management database an actual total target allocation of resources for the product; and

means for interactively displaying the hierarchy of projects, associated estimates of resource requirements, project-level target allocations, total estimated resource requirement, calculated total target allocation, and the actual target allocation of resources for the product.

15. A system for management of resources estimated to be required to develop a product and distribution of resources allocated for the development of the product, comprising:

a resource management database;

a server computer system coupled to the resource management database and configured and arranged to host resource management software, wherein the resource management software is configured to cause the server system to create in the resource management database a hierarchy of projects required for completion of the product, associate with the respective projects estimates of resource requirements, associate with the respective projects project-level target allocations of resources, automatically sum the estimates of resource requirements and project-level target allocations for a total estimated resource requirement and a calculated total target allocation of resources for the product, respectively, associate with the product an actual total target allocation of resources, and interactively display the hierarchy of projects, estimates of resource requirements, project-level target allocations, total estimated resource requirement, calculated total target allocation, and actual target allocation;

a client computer system coupled to the server computer system and configured and arranged to host a client user-interface program, the user-interface program configured to provide user input to and receive user output from the resource management software.

16. The system of claim 15, wherein the resource management software is further configured to cause the server system to indicate when the project-level target allocations are not equal to the estimates of resource requirements for the respective projects.

17. The system of claim 15, further comprising:

a time recording computing arrangement coupled to the server system, configured and arranged to provide data indicating actual resource expenditures for the projects; and

wherein the resource management software is further configured to cause the server system to compare the actual resource expenditures to the actual total target allocation of resources and indicate when the actual resource expenditures is greater than the actual total target allocation of resources.

18. The system of claim 17, wherein the resource requirements are designated in persons per year.

19. A computer implemented method for management of resources estimated to be required to develop a product and distribution of resources allocated for the development of the product, comprising:

interactively defining a hierarchy of projects required for completion of the product;

interactively associating estimates of resource requirements with the respective projects;

interactively associating project-level target allocations of resources with the respective projects;

automatically combining the estimates of resource requirements and project-level target allocations of resources for a total estimated resource requirement and a calculated total target allocation, respectively, and associating the total estimated resource requirement and calculated total target allocation of resources with the product;

interactively assigning an actual total target allocation of resources to the product; and

interactively displaying the hierarchy of projects, associated estimates of resource requirements, project-level target allocations, total estimated resource requirement, calculated total target allocation, and the actual target allocation of resources for the product.