You can use the Workfront Resource Management tools to forecast the allocation of your resources so that you know with accuracy whether your projects are delivered on time and on budget.
To manage your users and their allocation to projects, you can place them in Resource Pools. You can then associate your Resource Pools with your projects and budget the allocation of your resources (users and job roles) to those projects based on their availability using the Resource Planner.
Associating resources with projects does not assign them to actual work (tasks and issues). You must assign your resources to work by using the Resource Scheduling tools.
For more information about scheduling resources in Workfront, see the "Scheduling Resources" section.
- Understanding Prerequisites for Resource Planning
- Accessing Resource Planning
- Creating Resource Pools
- Working in the Resource Planner
You can accurately budget your resources for your projects by using Resource Planning. Use the Resource Planner to forecast and manage the allocation of your resources across multiple projects.
You can accurately budget your resources for one project by using the Resource Budgeting area of the Business case. For information about budgeting resources for one project, see "Budgeting Project Resources in the Business Case."
To successfully use the Resource Planner for budgeting your resources, you must first ensure that you, your projects, and your tasks meet a set of prerequisites. These prerequisites are mandatory to display the correct information in the Resource Planner and to accurately manage your resources.
IMPORTANT If any of the following prerequisites are missing, you might find that some of the information about the allocation or the availability of the resources is missing or has a zero value.
For more information understanding why fields are missing data or have zero values, mouse over the fields.
NOTE The following prerequisites are required only when viewing the Resource Planner by project or by job role.
For more information about the views in the Resource Planner, see the "Project/ Role/ User View Selection" section in "Understanding the Areas of the Resource Planner."
The following types of prerequisites are required for the correct functionality of the Resource Planner:
Ensure the following user setup exists before starting using the Resource Planner:
- You have the correct access to budget resources.
For information about the access needed to budget resources, see "Access Needed to Budget Resources."
- Users who are assigned to tasks are added to the Resource Pools associated with the project.
For information about adding users to Resource Pools, see "Working with Resource Pools."
NOTE When users are not added to Resource Pools, the following scenarios may exist:
- The users do not appear in the Resource Planner although they might be assigned to tasks on the projects.
- If the tasks they are associated with have Planned Hours, those hours do not appear for the project in the Resource Planner, unless the user is also associated with a job role on those tasks.
- If the users are associated with a job role on a task on the project, the Planned Hours display in the Resource Planner for the job role, but the job role cannot be budgeted.
- Users who are assigned to work and Resource Pools must have Schedules and Job Roles associated with their profile.
For information about associating Schedules and Job Roles with users, see "Creating Users."
NOTE Users who are not associated with a Schedule but are in the Resource Pool of the project cannot be budgeted in the Resource Planner.
- For accurate Available Hours, ensure that the schedules associated with your users have the schedule exceptions and time off updated.
NOTE If a user is not associated with a Schedule, the Default Schedule of your Workfront system is associated with the user by default, for the purposes of the Resource Planner.
For more information about creating schedules, see "Creating Schedules."
- If you want to budget your resources by Cost, you must associate Job Roles with Cost/Hr. rates. The cost associated with Job Roles assigned to users in your Resource Pools is used to calculate the Budgeted Labor Cost and the Budgeted Cost of the project. You also must have access to Financial Data and permissions to Manage Finance on projects. For information about access to Financial Data, see "Understanding Financial Access."
For information about associating job roles with rates, see "Creating and Managing Job Roles."
For information about calculating Budgeted Labor Cost, see "Calculating Budgeted Labor Cost."
For information about calculating Budgeted Cost, see "Calculating Budgeted Cost."
Ensure the following project setup exists before starting using the Resource Planner:
- Your projects are associated with Resource Pools.
For more information about adding Resource Pools to projects, see the "Associate Resource Pools with Projects and Templates" section in "Working with Resource Pools."
IMPORTANT Projects without Resource Pools do not display Planned Hour or assignments information in the Resource Planner.
- You have the correct access to budget resources.
For information about the access needed to budget resources, see "Access Needed to Budget Resources in the Resource Planner."
Ensure the following tasks and issues setup exists before starting budgeting resources in the Resource Planner:
- The tasks or issues on the projects for which you are budgeting resources are assigned to one of these entities:
- Users in the Resource Pools of the project who are also associated with Job Roles
- Job Roles
- Parent tasks should not be assigned to users or roles.
This will impact the value of Planned Hours for the project.
- Tasks and issues have a value for Planned Hours which is greater than zero.
- Tasks and issues have a value for their Duration which is greater than zero.
- The Planned Dates of the issues are within the timeline of the project.
- Go to the People area in the Global Navigation Bar.
- Select the Planning tab.
The Resource Pools and Resource Planner sub-tabs are available.
- Click Resource Pools to review existing Resource Pools and create new ones.
For more information about creating new Resource Pools, see "Creating Resource Pools."
- Click Resource Planner to open the Resource Planner and review the budgeting of your resources.
For more information about budgeting in the Resource Planner, see "Working in the Resource Planner."
You can manage your user resources by adding users to Resource Pools. Having users organized in Resource Pools and associating the pools with your projects are prerequisites to Resource Planning.
For more information about adding users to Resource Pools and associating them with projects, see "Working with Resource Pools."
You can use the Resource Planner to prioritize the projects you are working on, and budget the allocation of your resources for them. You can use the Resource Budgeting area of the Business Case of a project to budget the allocation of your resources for one project.
The Resource Planner and the Resource Budgeting area of a project allow you to do the following:
- Prioritize your projects to decide which projects should receive resources first. (Only in the Resource Planner.)
- Understand the availability of your resources based on the schedule of your users.
- Budget hour allocations for your resources (users and job roles) for the projects to which they are assigned.
For more information about working in the Resource Planner, see "Planning in the Resource Planner."
For information about budgeting resources for one project, see "Budgeting Project Resources in the Business Case."
***Keep the pink blurb for all articles in this NEW section.***
More prerequisites for Users (with later releases):
- users have an accurate number for their FTE field
The Prerequisites section: (this is linked to other articles, do not change name and link/ anchor)