Project and Portfolio Management Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

Managing contractors/external resources in PPM

Highlighted
raabe
Acclaimed Contributor

Managing contractors/external resources in PPM

What is the best way to manage contractors (unnamed and named) in PPM because they need to exist in the work plan. We are struggling with the ramifications of what burden it would be in relation to the resource pool.
2 REPLIES
Erik Cole
Honored Contributor

Re: Managing contractors/external resources in PPM

For staff aug types, we place them in their correct team pools since they're long-term and managed by the team's manager.

For short-term or project-only contractors, we have a PMO-managed pool where the project managers are the pool managers. This makes it easier to self-assign/approve these resources to the workplan.

Re: Managing contractors/external resources in PPM

I would recommend the following settings for External Resources/Contractors
1. Create an entry under Resource Category for External/Contractors and associate all external resources and contractors to this category. This will help identify the external resources from internal resources.
2. Associate the external resources to the corresponding resource pool that is managed by their functional manager.
3. Setup a resource specific cost rule only if the external resource has a cost rule that is different from the standard baked rate.
4. Create a timesheet policy that specific for External resources and associate all external resources to this timesheet policy.
//Add this to "OnDomLoad" event