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Understanding the Difference between Legacy Resource Planning and Planning

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Understanding Workfront Resource Planning

Resource Planning in Workfront allows you to accurately allocate your resources based on their availability to projects in order of their priority. When planning your resources, you are performing a high-level allocation of resources, which distributes them to the projects you are currently working on. To specifically assign resources to work items (issues and tasks), use the Resource Scheduling tools.
For more information about scheduling resources, see the "Scheduling Resources" section. 

As a Resource Manager, you can manage your resources in Workfront by leveraging two distinct areas of functionality:

  • Legacy Resource Planning: you can add job roles to Legacy Resource Pools and manage their availability in the Resource Budget Manager, and their allocations to projects in the Capacity Planner. As a subset of Legacy Resource Planning, you can also manage your user allocations in the User Utilization report and Resource Grid
    IMPORTANT The Legacy Resource Planning functionality is deprecated and it will be removed from Workfront in 2018. 
    For more information about Legacy Resource Planning, see the "Legacy Resource Planning" section. 
  • Planning: you can add users to Resource Pools, add Resource Pools to your projects, and manage all allocations in the Resource Planner.
    For more information about planning resources, see the "Resource Planning" section. 

NOTE These two types of resource planning tools do not communicate with one another and they must be configured separately. 

Accessing the Legacy Resource Planning and the Planning Tabs

  1. Navigate to the People area in the Global Navigation Bar.
  2. Select the Legacy Resource Planning tab for configuring the legacy resource planning tools.
    Or
  3. (Recommended) Select the Planning tab for configuring the current resource planning tools. 
    For more information about the functionality in the Legacy Resource Planning tab, see  "Understanding the Legacy Resource Planning Tab."
    For more information about the functionality in the Planing tab, see "Understanding the Planning Tab."

Understanding the Legacy Resource Planning Tab

IMPORTANT The functionality available in this area is deprecated and it will be removed from Workfront in 2018. If you have been using the functionality in this area, we encourage you to configure the current functionality for resource management, available in the Planning tab in the People area. 
For more information about the current functionality for managing resources in Workfront, see "Understanding the Planning Tab."

You can manage your resources in the following ways by using the tools in the Legacy Resource Planning tab:

For more information about using the Legacy Resource Planning tools, see the "Legacy Resource Planning" section. 

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Understanding the Planning Tab

We recommend that you leverage the functionality in the Planning tab in the People area of Workfront for managing the allocation of your resources to projects. 
NOTE The functionality in the Planning tab is currently being developed. You can start configuring your Resource Planning tools, but you cannot fully manage your resources until the functionality is completely released. The full release of Resource Planning is scheduled for the second half of 2018.  

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To use the tools available when planning your resources, you must add users to Resource Pools and use the Resource Planner to manage your resources across your projects.
For a complete list of the prerequisites that must be met before you can start using the tools in the Planning tab, see the "Understanding Prerequisites for Resource Planning" section in "Getting Started with Resource Planning."
For more information about managing your resources in the Planning tab, see the "Resource Planning" section.  

*** Article should be removed when the Legacy Planning is removed from the system - mark this in the excel spreadsheet, when you add it there