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Getting Started with Resource Planning

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NOTE The functionality described in this article 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. 

For more information about managing your resources using Legacy Resource Planning tools, see the "Legacy Resource Planning" section. 
For more information about the difference between Legacy Resource Planning and Resource Planning, see "Understanding the Difference between Legacy Resource Planning and Planning."

As a Resource Manager, you can manage your users by placing 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. 

Understanding Prerequisites for Resource Planning

You can accurately budget your resources for your projects by using Resource Planning. To manage the allocation of your resources you will be using the Resource Planner. 

To successfully use the Resource Planner, 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.  
no_users_in_this_project_s_res_pool.png
no_users_with_this_role_in_the_res_pool.png

 

The following types of prerequisites are required for the correct functionality of the Resource Planner: 

User Prerequisites

As a Resource Manager, ensure the following setup exists before starting using the Resource Planner:

  • You are a user with a Plan license, and you have administrative access to Resource Pools in your access level. 
    For more information about administrative access, see "Administrative Access."
  • You are designated as the Resource Manager on at least one project in Workfront. 
    For more information about designating someone as a Resource Manager on a project, see "Designating Resource Managers for a Project or a Template."
  • Users who are assigned to tasks are added to the Resource Pools associated with the project. 
    For more information about adding users to Resource Pools, see "Working with Resource Pools."
    NOTE Users who are not associated with the Resource Pools of the projects do not appear in the Resource Planner although they might be assigned to tasks on the projects. 
  • Users who are assigned to work must have Schedules and Job Roles associated with their profile. 
    For more information about associating Schedules and Job Roles with users, see "Creating Users."
  • For accurate information for 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."

Project Prerequisites

As a Resource Manager, ensure the following setup exists before starting using the Resource Planner:

  • Your projects are in one of the following statuses:
    • Current
    • Planning
    • Approved
  • 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."
  • You are designated as the Resource Manager on the projects whose resources you want to manage. 

Tasks Prerequisites

As a Resource Manager, ensure the following setup exists before starting using the Resource Planner:

  • The tasks on the projects for which you are a Resource Manager are assigned to one of these entities:
    • Users with Job Roles
    • Job Roles
      NOTE Teams assigned to tasks do not display in the Resource Planner.
  • Do not assign any user or job role to a parent task. This will impact the value of Planned Hours. 
  • Tasks have a value for Planned Hours which is greater than zero. 

Accessing Resource Planning

  1. Navigate to the People area in the Global Navigation Bar. 
  2. Select the Planning tab.
    The Resource Pools  and Resource Planner sub-tabs are available. 
    For more information about creating new Resource Pools, see "Creating Resource Pools."

Creating Resource Pools

As a Resource Manager, 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."

Working in the Resource Planner

As a Resource Manager, you can use the Resource Planner to prioritize the projects you are working on, and budget the allocation of your resources for them.

The Resource Planner allows you to do the following:

  • Prioritize your projects to decide which projects should receive resources first.
  • 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."

***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

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