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About Resource Planning

The Planning page is a valuable tool to use to quickly and easily establish resource demand on a proposed project without the need to perform time-consuming resource-loading on a detailed project plan. This high-level allocation data can be maintained through the life of the project and referenced when planning resources at a more detailed level. While resources may not be assigned to specific activities at this point, a portion of their time can be allocated towards the project, which informs project managers of the intended commitment of the resource to the project. This helps to avoid overallocation of resources during project planning.

Use the Resource Planning spreadsheet on the Planning page to specify, review, or modify project-level and WBS-level allocation data for individual resources and roles across a project life cycle. For each resource or role assignment, you can record total allocated units, which are calculated live and distributed across the project timescale, or you can record individual timescale allocated values, which are summed to provide an allocation units total. For resource assignments, you can base your allocation decisions on the resources' current availability, which is recalculated live as you edit allocated values.

You can view resource planning data for any project you have access to, but you can only add, modify, and delete resource or role assignments if you have the required project-level security privileges. Because the security privileges can be applied down to the WBS level, it is possible for you to have the capability to assign resources and roles to some, but not all, WBS elements within a project.


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