Manage Project Resource Plan

A project Resource Plan is used to describe the resource demand and effort on a project.

To display a resource Current Plan vs a resource Work Plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

Note: Under Overview, the CURRENT PLAN line is displayed in blue color while the WORK PLAN is displayed in purple.

 

To add or edit a resource plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the Project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Type the resource name required.
   A list of suggested name(s) is displayed.

8. Select the resource required.
   The resource name is displayed below the Resource field.
9. Click the arrows to set the month and year required for the time period required to edit.
10. Double-click the field below the required month.
11. Type the time required or click the arrows to set the time.

12. Double-click any field required to edit it.
13. Click Save.

Note: You can also update the Resource Plan from the Work Plan by clicking on the top right corner on the Resource Plan page.

 

To approve a current plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the Project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click the arrow next to Edit Current Plan.
   A drop-down menu is displayed.
7. Select Approve Current Plan.
   An APPROVE PLAN pop-up window is displayed.

8. Click Approve.
   A green icon is displayed on the top right corner of the page showing that the plan is an Approved Plan.

 

To display different plans

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the Project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Current Plan.
   A drop-down menu is displayed.
7. Select the plan required to be displayed.

• Current Plan
• Approved Plan
• Current Plan Vs Approved Plan
• Current Plan Vs Approved Plan Vs Work Plan
• Current Plan Vs Work Plan
• Approved Plan Vs Work Plan
• History

 

To filter the Resource Plan View

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the Project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Options.
   A drop-down menu is displayed.
7. Select the Period, Units and Group By required.
8. Click Apply.

9. Click Columns.
   A drop-down menu is displayed.
10. Select the columns to be displayed on the Resource Plan View.
11. Click Apply.

 

To add a resource from the availability

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the Project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Under Availability section, click the drop-down arrow next to the resource required to be added.
   A drop-down menu is displayed.
8. Click Add To Resource Plan.

 

To delete a project resource plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click the arrow next to the resource plan required to be deleted.
   A drop-down menu is displayed.
8. Select Delete.
   A delete confirmation pop-up window is displayed.

9. Click Yes to confirm deleting the selected resource.

 

To filter project resource plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click Options.
   A drop-down menu is displayed.
8. Select the required Period, Units and Group By.
9. Click Apply.

10. Click Columns.
    A drop-down menu is displayed.
11. Select the columns required to be displayed.

12. Click Apply.
13. Click Save.

 

To filter project resource plan availability

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Under Availability section, click the Resources field.
   A drop-down menu is displayed.
8. Select the resources category required.
9. Click the Projects field.
   A drop-down menu is displayed.
10. Select the projects category required.

11. Click Options.
    A drop-down menu is displayed.
12. Select the Period and Options required.
13. Click Apply.

14. Click Refresh to apply changes.

 

To edit a resource in a resource plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click the arrow next to the resource required.
   A drop-down menu is displayed.
8. Select Edit Resource.
   An Edit Resource pop-up window is displayed.

Note: The resource name is displayed in the Resource field by default.

9. Click the Resource Type field.
   A drop-down menu is displayed.
10. Select the resource type required.

11. Click Ok.

 

To edit time in a resource plan

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click the arrow next to the resource required.
   A drop-down menu is displayed.
8. Select Edit Time.
   An Edit Time pop-up window is displayed.

9. In the Value field, click the arrows to set the time required.
10. Select the category Hours, FTE, % of FTE or Days.
11. In the Method field, the period is set by default.
    
12. Click the Start field.
    A drop-down menu is displayed.
13. Select the date required.
14. Click the End field.
    A drop-down menu is displayed.
15. Select the date required.

Note: You can also click the Calendar icon to set the required dates.

16. Select the check box for Clear data outside this range if required.

17. Click Ok.

 

To copy a resource

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click the arrow next to the resource required.
   A drop-down menu is displayed.
8. Select Copy.
   A Copy Resource pop-up window is displayed.

9. In the Resource field, type the name of the resource required.
   A list of suggested names is displayed.
10. Select the resource required.
11. Click the Resource Type field.
    A drop-down menu is displayed.
12. Select the resource type required.
13. Click Ok.

 

To delete a resource

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click the arrow next to the resource required.
   A drop-down menu is displayed.
8. Select Delete.
   A DELETE RESOURCE FROM THE PLAN pop-up window is displayed.

9. Click Yes to confirm deleting the resource.

 

To find a resource match

1. On the left icon bar, on the Home page, click the Search icon.
   An icon sub-menu is displayed.
2. Click Projects.
   The Projects page is displayed.

3. Click the project required.
   The Project Home page is displayed.
4. Click Project Menu.
   A drop-down menu is displayed.
5. Select Resource Plan.

6. Under Resource Plan View section, click Edit Current Plan.
   A new page is displayed.

7. Click the arrow next to the resource required.
   A drop-down menu is displayed.
8. Select Find Matches.
   The Match Results are displayed below instead of Availability.

Note: Click Back to Availability to move from Match Results to Availability.