Follow
Planning in the Resource Planner

*** 

NOTE The features described in this article are currently under development. More functionality continues to be released during 2018 to fully replace Legacy Resource Planning and add to its capabilities.

Note that the current functionality being developed and the existing Legacy Resource Planning features are separate from one another and do not communicate.

You can now get started with configuring your Resource Pools and budget your resources in the new Resource Planner to support the new functionality.
For more information about working with Resource Pools, see "Working with Resource Pools."

For more information about managing your resources using Legacy Resource Planning tools, see the "Legacy Resource Planning" section. Remember that the legacy functionality is currently deprecated and it will soon be removed from Workfront. 
For more information about the difference between Legacy Resource Planning and the new Resource Planning, see "Understanding the Difference between Legacy Resource Planning and Planning."

Understanding the Resource Planner

As a Resource Manager, you can prioritize the projects you are working on, and budget your resource allocation for them to ensure that you have the best resources do the work. 

By using the Resource Planner, you can easily understand the availability of your resources, as well as the planned time necessary to complete the work on your projects. You can then accurately forecast the allocation of your users and their job roles on the projects they are assigned to. You cannot manage the allocation of teams on the tasks they are assigned to in the Resource Planner. 

The Resource Planner has two purposes: 

  • To help Resource Managers budget the allocation of their resources for the work that needs to be accomplished. You should use the View by Project or View by Role views to accomplish this. 
    For more information about budgeting in the Resource Planner, see "Budgeting Resources in the Resource Planner."
  • To help Resource Managers and team managers view the difference between the availability of their users and the planned amount of time needed to complete the work. You should use the View by User view to accomplish this. 
    For more information about viewing the difference between the Available and Planned Hours for users in the Resource Planner, see "Viewing the Difference between Available and Planned Hours or FTE in the Resource Planner."

You can view and manage the time or cost for your resources in the Resource Planner by viewing the information by Hours, FTEs, or Cost. 

Prerequisites 

To successfully use the Resource Planner, you must first ensure that your users, projects, tasks, and issues meet a set of prerequisites. These prerequisites are mandatory to display the correct information in the Resource Planner.

For more information about the prerequisites that must be met before you can start using the Resource Planner, see the "Understanding Prerequisites for Resource Planning" section in "Getting Started with Resource Planning."

Accessing the Resource Planner

  1. Navigate to the People area in the Global Navigation Bar.
  2. Select the Planning tab.
  3. Select the Resource Planner sub-tab.
    resource_planner__Nov_2017.png
    Ensure that all prerequisites are met before starting to use the Resource Planner. This way, you ensure that the Resource Planner displays the correct information before you start budgeting your resources. 
    For more information about the prerequisites that must be met before you can start using the Resource Planner, see "Prerequisites."

Understanding the Areas of the Resource Planner

You can see information about the resources assigned to your projects in the Resource Planner in a general timeline. You can see the overallocation or underutilization of your resources in the Resource Planner. You can also budget your resources for work manually, or automatically. 

For more information about what areas display in the Resource Planner and how to display information in these areas, see "Understanding the Areas of the Resource Planner."

Understanding Limitations in Displaying Information in the Resource Planner

To improve performance, Workfront limits the amount of items you can display in the Resource Planner. 

For more information about these limitations, see "Understanding Limitations in Displaying Information in the Resource Planner."  

Budgeting Resources in the Resource Planner

The main function of the Resource Planner is to budget your resources for the work that needs to be completed on the projects where you are designated as a Resource Manager. 

IMPORTANT You can budget your resources only if you apply the View by Project or View by Role views to the Resource Planner.

Understanding the Information in the Resource Planner when Budgeting Resources by Hours, FTE, or Cost

NOTE You may find that in your organization you need to budget your resources by Cost.
Budgeting by Cost is identical to budgeting by Hours or FTE.
For more information about how costs are calculated in the Resource Planner, see "Calculating Costs in the Resource Planner."

Before budgeting your resources, ensure you have a good understanding of what information displays in the Resource Planner. The work that needs to be done is defined by the amount of Planned Hours, FTE, or Cost values. The amount of time that users or job roles are available to do this work is defined by the Available Hours, FTE, or Cost values. This information is displayed in the Resource Planner for each resource and for each project. 

The following table shows what information displays in the Resource Planner when applying either the View by Project or the View by Role view. You can view this information by Hours, FTE, or Cost values. 

For more information about what displays in the Project and Role Views of the project, see "Understanding the Areas of the Resource Planner."

For more information about understanding how Costs are calculated in the Resource Planner, see "Calculating Costs in the Resource Planner."

Column Name (Hours, FTE, or Cost) Displayed by Description
AVL
(Available Hours, FTE, or Cost)
Project 

The total of Hours, FTEs, or Cost for which all the users on the project are available to work according to their schedule, for the time frame selected. 

Role

The total of Hours, FTEs, or Cost for which all the users associated with this role are available to work according to their schedule and their Percentage of FTE Availability for that specific role, for the time frame selected.
If no user is associated with a job role, then the job role Available Hours value is zero. 
If the user is associated with a Primary Job Role, but the Percentage of FTE Availability for the role is 0%, the job role Available Hours value is zero.

If the user is associated with Other Roles and the Percentage of FTE Availability for the roles is 0%, the Other Roles are not listed in the Resource Planner and the user displays only under their Primary Role.

For more information about the Percentage of FTE Availability for a job role, see "Editing User Accounts."

For more information about how the job role availability is calculated in the Resource Planner, see the "Calculating Job Role Availability" section in "Calculating Hours and FTE  for Users and Roles in the Resource Planner."

User

Hours, FTEs, or Cost that the user is available to work, according to their schedule, for the time frame selected. This number subtracts the hours associated with the following:

  • schedule exceptions
  • time off of the user
  • hours budgeted for other projects. 

The Available Hours, FTEs, or Cost for a user change according the following:

If the user is scheduled for deactivation, the Available Hours, FTEs, or Cost for the days after the deactivation date are zero.
For more information about deactivating users, see "Deactivating Users."

PLN
(Planned Hours, FTE, or Cost)
Project

The total of the Planned Hours, FTEs, or Cost from all the job roles or users listed under the project, including in the No Role or No User sections, for the time frame selected.

The Planned Hours are equally distributed for the entire duration of the tasks on the project, based on the project plan. 

Role

The total of the Planned Hours from all the tasks assigned to the role, during the time frame selected.

The Planned Hours are distributed for the entire duration of the tasks assigned to this role, based on the project plan. 

The No Role section will show the Planned Hours associated with tasks that are either unassigned, assigned to teams (whose hours are listed in the No User section), or assigned to users who are not associated with a job role.

User

The Planned Hours from all the tasks assigned to the user in a specific role, during the time frame selected.

The Planned Hours are distributed for the entire duration of the tasks assigned to the role associated with a user or assigned directly to the user. 

The No User section will show the Planned Hours associated with tasks that are either unassigned or assigned to teams. 

IMPORTANT Consider the following when viewing Planned Hours:

  • Although you cannot see information about task allocations in the Resource Planner in the View by Project or View by Role views, the amount of Planned Hours that you see comes from the Planned Hours on the tasks in the projects. Planned Hours are equally distributed by the amount of the days within the duration of the task, for each resource assigned to the task. 
    The following categories of tasks are included in calculating the Planned Hours for each resource:
    • tasks assigned to users in Resource Pools, job roles, or teams on the project
      If tasks are assigned to teams, their allocation will appear under No Role and No User sections. You can see the Planned Hours associated with teams, but you cannot budget the hours, because no roles nor users are associated with the tasks.  
    • unassigned tasks 
  • Planned Hours in the Resource Planner do not include Planned Hours associated with the following:
    • parent tasks
    • tasks assigned to users with no Resource Pools
    • issues, when the Include hours from Issues setting is disabled.
  • Planned Hours will not appear in the Resource Planner if the task Duration is zero.
BDG
(Budgeted
Hours, FTE, or Cost)
Project

A manual entry to estimate how many hours you budget for a project, for a selected time frame.

Depending on the view you apply for the Resource Planner, the project Budgeted Hours might (in the View by Project view) or might not (in the View by Role view) be distributed to the roles on the project. 

Role

A manual entry to estimate how many hours you budget for a role, for a selected time frame.

If no user is associated with the job role, you cannot estimate the Budgeted Hours for the job role. 

Depending on the view you apply for the Resource Planner, the role Budgeted Hours might (in the View by Role view) or might not (in the View by Project view) be distributed to the projects on the project. 

User

A manual entry to estimate how many hours you budget for a user, for a selected time frame. 

NOTE You can estimate the Budgeted Hours for users who are not assigned to tasks, but are associated with a Resource Pool on a project because these users also appear in the Resource Planner. Their Planned Hours should be zero, however, if they are not assigned to tasks. 

IMPORTANT By default, the Budgeted Hours in the Resource Planner are zero for all resources and for all the projects.

You can manually estimate the Budgeted Hours for users and roles, or you can use one of the links in the Project Options or Job Role Options menus to update them according to the number of Planned Hours.
For more information about Project and Role Options, see "Project and Role Options."

You can report on Budgeted Hours, by selecting Resource Budgeted Hour as your report object for a new report.
For more information about what objects you can report on in Workfront, see the "Reporting on Objects" section in "Understanding Objects."
 

VAR
(Hour, FTE, or ,Cost Variance)
Project

The Hour or FTE Variance shows whether you have enough Budgeted Hours for the project to accomplish all the Planned Hours for the project. The Project Hour or FTE Variance is calculated using the following formula:

Project Hour or FTE Variance = Project Budgeted Hours, FTEs, or Cost - Project Planned Hours, FTEs, or Cost

Role

The Hour or FTE Variance shows whether you have enough Budgeted Hours, FTEs, or Cost for the role to accomplish the Planned Hours assigned to it. The Role Hour or FTE Variance is calculated using the following formula:

Role Hour or FTE Variance = Role Budgeted Hours, FTEs, or Cost - Role Planned Hours, FTEs, or Cost

User

The Hours, FTEs, or Cost Variance shows whether you have enough Budgeted Hours for the user to accomplish the Planned Hours assigned to them. The User Hours, FTEs, or Cost Variance is calculated using the following formula:

User Hours, FTEs, or Cost Variance = User Budgeted Hours, FTEs, or Cost - User Planned Hours or FTEs

NOTE When the Hours, FTEs, or Cost Variance displays in red, you have estimated less Budgeted Hours than the Planned Hours of the actual work that needs to be completed. In this case, the Budgeted Hours might not be enough to complete the work. 
NET
(Net
Hours, FTEs, or Cost)
Project

The Net Hours, FTEs, or Cost show how time or costs are left, after you have budgeted them for the project. The Project Net Hours, FTEs, or Cost are calculated using this formula:

Project Net Hours, FTEs, or Cost = Project Available Hours, FTEs, or Cost - Project Budgeted Hours, FTEs, or Cost

Role The Net Hours, FTEs, or Costshow how many Available Hours, FTEs, or Costare left, after you have budgeted time for the role. The Role Net Hours, FTEs, or Cost are calculated using this formula:

Role Net Hours, FTEs, or Cost = Role Available Hours, FTEs, or Cost- Role Budgeted Hours, FTEs, or Cost

User

The Net Hours, FTEs, or Cost show how much time or cost is left, after you have budgeted them for the user. The User Net Hours, FTEs, or Cost are calculated using this formula:

User Net Hours, FTEs, or Cost = User Available Hours, FTEs, or Cost - User Budgeted Hours, FTEs, or Cost

NOTE When the Net Hours, FTEs, or Cost display in red, the resource does not have enough Available time or cost to complete the Budgeted time or cost estimated for their allocation. In this case, the resource is overallocated. 

Budgeting Resources in the Resource Planner

IMPORTANT You can budget your resources for a period of 15 years. If you budget resources for a project with a duration longer than 15 years the budgeting information might not be accurate.

Budgeting allocations for your resources in the Resource Planner is done in the following ways:

  • Manually
    Or
  • Automatically, by using the Project and Role Options in the View by Project and View by Role views.  
    For more information about the Project and Role Options, see the "Project and Role Options" section in "Understanding the Areas of the Resource Planner."

You can budget your resource allocations in the Resource Planner by estimating how many hours, FTEs, or how much cost would be necessary for your users to complete a project. You can also reserve a bulk number of hours, FTEs, or amount of cost for a project, by budgeting hours, FTE, or cost for the project. 

You can budget Hours, FTEs, or Cost for your resources for any time frame displayed in the Resource Planner, independent of the timeline of the project. For example, if you want to indicate that your resources might not be available during the timeline of the project (where they are associated with Planned Hours), but they might be available during another time, you can do so by budgeting them for time frames where the Planned Hours are zero, if that is when they become available to work. 

IMPORTANT We recommend that you budget your Hours, FTEs, or Cost for job roles or for users first, and use the budgeting at the project level just for a one-time, quick distribution of hours across the job roles of a project.
For more information about using the automatic options for budgeting in the Resource Planner, see the "Project and Role Options" section in "Understanding the Areas of the Resource Planner."

Budgeting FTEs or costs is identical with budgeting hours, where Workfront uses the FTE and cost values instead of hours for the resources you budget. 

For more information about understanding how Costs are calculated in the Resource Planner, see "Calculating Costs in the Resource Planner."

Budgeting Resources in the Project View

(this section is linked to this: https://workfront.zendesk.com/knowledge/articles/115004285774/en-us?brand_id=662728) 
To budget allocations in the Resource Planner in the View by Project view:

  1. Navigate to the People area in the Global Navigation Bar.
  2. Select the Planning tab.
  3. Select the Resource Planner sub-tab.
  4. (Conditional) Select the View by Project view. 
  5. Expand the projects and the job roles to manage the allocation for the project, job roles, or users.
  6. To budget allocation for users do one of the following: 
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the users.
    • Click the Options icon for the job role of the user, then click Set Users' Planned Hours as Budgeted.
      The Budgeted Hours of each user are calculated using the following formula:
      User Budgeted Hours = User Planned Hours
  7. To budget allocation for job roles, do one of the following:
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the job role.
      NOTE The Role Budgeted Hours are added to the Project Budgeted Hours. 
    • (Conditional) If you have budgeted hours for users, click the Options icon for the job role, then click Total Users' Budgeted Hours for Role.
      The Budgeted Hours for each role are calculated using the following formula:
      Role Budgeted Hours = SUM(User Budgeted Hours)
    • Click the Options icon for the project, then click Set Roles' Planned Hours as Budgeted.
      The Budgeted Hours for each role are calculated using the following formula:
      Role Budgeted Hours = Role Planned Hours
      NOTE The Role Budgeted Hours are added to the Project Budgeted Hours. 

      IMPORTANT Users can be budgeted for both Primary and Other (or secondary) Roles. The Percentage of FTE Availability for the roles of the user must be a number different than 0% for the Available Hours to display a value in the Resource Planner for a job role. If a user is associated with a role with a 0% Percentage of FTE Availability, the Available Hours value is zero for that job role. In this case, the role might show a negative Net Value.
      For more information about the Percentage of FTE Availability for job roles, see "Editing Users." 
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the project.
      NOTE This distributes the number of Project Budgeted Hours to each role under the project. If the number of Project Budgeted Hours your specify equals the Project Planned Hours, the Role Budgeted Hours match the Role Planned Hours. If the number of Project Budgeted Hours you specify does not equal the Project Planned Hours, the Role Budgeted Hours are distributed according to the percentage of Planned Hours needed for each role. 
      For example, if a project has 20 Planned Hours, and they are distributed between two job roles (Consultant requires 12 Planned Hours and Engineer requires 8 Planned Hours), and you budget 30 hours for the Project, the hours are distributed as follows: the Consultant role receives 18 Budgeted Hours, and the Engineer role receives 12 Budgeted Hours. 
  8. To budget allocation for the project, do one of the following:
    • Budget the roles under the project, as described in Step 7.
      The Project Budgeted Hours is calculated by the following formula: 
      Project Budgeted Hours = SUM(Role Budgeted Hours)
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the project.
      This updates the Role Budgeted Hours, as described in Step 7. 
      res_planner_budgeted_for_project_and_distributed_copy.png
  9. Click Save
    After you budget your resources in the Resource Planner, the Budgeted Hours for your resources and any cost associated with them are listed in the Business Case of every project. 
    For more information about understanding the Resource Budgeting area of the Business Case, see the "Resource Budgeting" section in "Creating a Business Case."
  10. (Optional) Select the View by User view to notice any user overallocations or underutilization between the Available and the Planned Hours for each user. Budgeted Hours are not visible in the View by User view. 

Budgeting Resources in the Role View

To budget allocations in the Resource Planner in the View by Role view:

  1. Navigate to the People area in the Global Navigation Bar.
  2. Select the Planning tab.
  3. Select the Resource Planner sub-tab.
  4. (Conditional) Select the View by Role view. 
  5. Expand the job roles and the projects to manage the allocation for the project, job roles, or users.
  6. To budget allocation for users, do one of the following: 
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the users.
    • Click the Options icon for the project, then click Set Users' Planned Hours as Budgeted.
      The Budgeted Hours of each user are calculated using the following formula:
      User Budgeted Hours = User Planned Hours
  7. To budget allocation for job roles, do one of the following:
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the job roles.

    • NOTE This adds the Role Budgeted Hours to the Project Budgeted Hours.
    • Click the Options icon for the job role, then click Set Projects' Planned Hours as Budgeted.
      The Role Budgeted Hours are calculated using the following formula:
      Role Budgeted Hours = SUM(Project Budgeted Hours)
      The Project Budgeted Hours are calculated using the following formula:
      Project Budgeted Hours = Project Planned Hours
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the projects listed under the job role.
      This adds the number of Project Budgeted Hours to the role. 
      NOTE Users can be budgeted for both Primary and Other (or secondary) Roles. The Percentage of FTE Availability for the roles of the user must be a number different than 0% for the Available Hours to display a value in the Resource Planner for a job role. If a user is associated with a role with a 0% Percentage of FTE Availability, the Available Hours value is zero for that job role. In this case, the role might show a negative Net Value.
      For more information about the Percentage of FTE Availability for job roles, see "Editing Users."

  8. To budget allocation for the project, do one of the following:
    • In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the projects.
      This also updates the Budgeted Hours for the roles under which the project is listed. 
    • Click the Options icon for the job role, then click Set Projects' Planned Hours as Budgeted.
      The Project Budgeted Hours are calculated by the following formula:
      Project Budgeted Hours = Project Planned Hours
      The Project Budgeted Hours are added to the Role Budgeted Hours. 
    • (Conditional) If you have budgeted the hours for the users, click the Options icon for the project, then click Total Users' Budgeted Hours for Project.
      The Project Budgeted Hours is calculated using the following formula:
      Project Budgeted Hours = SUM(User Budgeted Hours)
      budget_in_role_view.png
  9. Click Save
    After you budget your resources in the Resource Planner, the Budgeted Hours for your resources and any cost associated with them are listed in the Business Case of every project. 
    For more information about understanding the Resource Budgeting area of the Business Case, see the "Resource Budgeting" section in "Creating a Business Case."
  10. (Optional) Select the View by User view to notice any user overallocations or underutilization between the Available and the Planned Hours for each user. Budgeted Hours are not visible in the View by User view. 

Adjusting Budgeting Dates

If you find that there are budgeting conflicts after you have budgeted your resources in the Resource Planner, you can move the Budgeted Hours, FTE, or Costs to another time frame. 

Budgeting conflicts can appear when the Budgeted Hours, FTEs, or Costs are higher then the Available Hours, FTEs, or Costs. This generates a negative Net value. 

To move the Budgeted Hours to a different time frame:

  1. Navigate to the Resource Planner and select View by Project.
    You can move the Budgeted Hours to another time frame only when you view the Resource Planner by project.
  2. Mouse over the name of a project, then click the Options icon.
  3. Click Adjust Budgeting Dates.
    The project allocation timeline is displayed. 
    The time frame where the hours are currently budgeted is highlighted in orange if there is a budgeting conflict and in blue if there are no conflicts. 
    RP_adjust_budgeting_dates_with_no_done_button.png
  4. Drag and drop the highlighted time frame to another time to understand where there are no budgeting conflicts for the selected project. When you find a time frame where the Net value is positive, the highlighted time frame changes to blue. 
  5. Close the project allocation timeline and return to the Resource Planner to remove the Budgeted Hours, FTEs, or Costs from the current time frame, and add them to a time frame with no budgeting conflicts.
  6. Remove the budgeted hours from the existing timeline of the project.
  7. Click Save.
  8. (Conditional and Optional) If the time frames without budgeting conflicts are outside the timeline of the project, expand the Options icon on the project and click View Project.
  9. (Conditional and Optional) Click Edit Project, then edit the Planned Start Date or the Planned Completion Date to modify the timeline of the project for the time frame with no budgeting conflicts.  
    For more information about editing projects, see "Editing Projects."
  10. (Conditional and Optional) Click Save Changes.
  11. Return to the Resource Planner and re-enter the Budgeted Hours, FTEs, or Costs in the time frame without budgeting conflicts. 
  12. Click Save
    (this will have to be changed when the full functionality is out and they actually click Done to move the hours). 

Viewing the Difference between Available and Planned Hours or FTE in the Resource Planner

The second function of the Resource Planner is to understand the difference between the Available and Planned Hours or FTE for your resources. 

Consider the following when viewing the Planned Hours or FTE against users' availability in the Resource Planner: 

  • You can display the amount of Planned Hours or FTE against the Available Hours or FTE for users in the View by User view of the Resource Planner either as a difference or as a percentage value.
  • The Available Hours or FTE are populated from the schedules associated with the users. 
    Users not associated with a schedule show availability according to the Default Schedule.
    For more information about the Default Schedule, see "Creating Schedules."
    The Planned Hours or FTE are populated from the Planned Hours of the tasks on the projects. 
    NOTE You cannot display the Available and Planned values in the View by User view by Cost. 
  • You can view the Available and Planned Hours or FTE for users, job role and projects in all views of the Resource Planner.
  • You can view the difference between what  amount of time the user is available to work and what amount of time the user is assigned to planned work when you display the Resource Planner only in the View by User view.
    You can then budget your users according to this difference in the View by Project or View by Role views. 
  • When using the View by User view, you can expand each user to display a list of projects where that user is assigned, expand every project to display a list of roles that user can fulfill on those projects, then expand each role to display a list of tasks the user in that role is assigned to. If users have no job role associated with them, their Available and Planned Hours or FTE are listed in the No Role section. 
    For more information about what fields and what items are displayed when applying the View by User  view to the Resource Planner, see the "Project/ Role/ User View Selection" section in "Understanding the Areas of the Resource Planner."

Refer to the following table for understanding the information displayed in the View by User view in the Resource Planner:

Column Name (Hours or FTE) Displayed By Description
AVL
(Available Hours or FTE)
User The total of Available Hours or FTE for the user according to their schedule. 
Project This information is not available for the Project when applying the View by User view to the Resource Planner. 
Role

The total of Available Hours or FTE for the role according to the schedule of the user and the Percentage of FTE Availability

Task or Issue This information is not available for the Task or Issue.
NOTE For more information about how user and role availability is calculated based on the schedule of the user and the Percentage of FTE Availability of the role, see "Calculating Hours and FTE for Users and Roles in the Resource Planner."
PLN
(Planned Hours or FTE)
User The total of Planned Hours or FTE from all the tasks assigned to the user on all the projects.
NOTE This includes tasks that are assigned to the user but not associated with any job role and tasks that are not on projects of which you are the Resource Manager. 
Project The total of Planned Hours or FTE from all the tasks assigned to a specific user on the project. 
NOTE This does not include the Planned Hours or FTE from tasks that are not assigned to any users. 
Role

The total of Planned Hours or FTE from all the tasks assigned to the user in this role on the project.

NOTE This does not include the Planned Hours or FTE from tasks that are assigned to this role but not to this user in this role. 

Task or Issue The Planned Hours or FTE associated with the task or the issue on the project.
For more information about Planned Hours and FTE in the Resource Planner, see "Understanding the Information in the Resource Planner when Budgeting Resources by Hours or FTE."
DIF
(Hour or FTE Difference)

User

The difference between the Available and Planned Hours or FTE of the user. It is calculated using the following formula:

User Hour or FTE Difference = User Available Hours or FTE - User Planned Hours or FTE

NOTE If the value is displayed in negative red numbers, the user is overallocated. 

Project This information is not available for the Project when applying the View by User view to the Resource Planner. 
Role

The difference between the Available and Planned Hours or FTE of the job role. It is calculated using the following formula:

Role Hour or FTE Difference = Role Available Hours or FTE - Role Planned Hours or FTE

NOTE If the value is displayed in negative red numbers, the role is overallocated. 

Task or Issue This information is not available for the Task or Issue when applying the View by User view to the Resource Planner. 
Planned Hours or FTE Allocation Percentage (%) User

The allocation of the Planned Hours or FTE as a percentage of the Available Hours. The percentage of the Planned Hours Allocation is calculated using the following formula:

User Planned Hours Allocation Percentage = (User Planned Hours/ User Available Hours) * 100

The same calculation is used for FTE values. 

Project This information is not available for the Project when applying the View by User view to the Resource Planner.
Role  

The allocation of the Planned Hours or FTE as a percentage of the Available Hours. The percentage of the Planned Hours Allocation is calculated using the following formula:

Role Planned Hours Allocation Percentage = (Role Planned Hours/ Role Available Hours) * 100

The same calculation is used for FTE values.

Task or Issue This information is not available for the Task or Issue when applying the View by User view to the Resource Planner.
NOTE If the value of the Planned Hours or FTE is zero, the Percentage Allocation is 0%. If the value of the Available Hours or FTE is zero, the Percentage Allocation cannot be calculated. 

Calculating FTE in the Resource Planner

You can display availability, allocation, and planned values in the Resource Planner in Hours, FTEs, or Cost.

For more information about changing the information you display in the Resource Planner, see the "Hour/ FTE/ Cost View Selection" section in "Understanding the Areas of the Resource Planner."

For more information about how the Hours and FTE for users and roles are calculated in Workfront, see "Calculating Hours and FTE for Users and Roles in the Resource Planner."

Calculating Costs in the Resource Planner

Along with displaying availability, allocation, and planned values in the Resource Planner in Hours and FTE, you can also display them by Cost. 

You must associate your users and your job roles with Cost per Hour rates in order to display information by Costs in the Resource Planner. 
For more information about associating Cost per Hour rates with job roles, see "Creating and Managing Job Roles."
For more information about associating Cost per Hour rates with users, see "Editing User Accounts."

Consider the following when viewing information by Cost in the Resource Planner:

  • The Cost of each type of hours is calculated using a different Cost Rate.
  • The Planned Cost is affected by the Cost Type of the tasks on the projects.

For more information about how Costs are calculated in the Resource Planner for users and roles, see "Calculating Costs in the Resource Planner."

Filtering in the Resource Planner

You can modify how much information displays in the Resource Planner by creating a filter.
For more information, see "Filtering Content in the Resource Planner." 

***

*** DO NOT DELETE OR CHANGE THIS ARTICLE. IT IS LINKED TO CONTEXTUAL HELP FOR THE RESOURCE PLANNER! ****

***Linked to MANY articles; also certain sections linked to other Res. Planning section articles - update when changing sections names: Understanding Areas of the Resource Planner, Calculating Costs in the Resource Planner. 

Keep the following pink blurb for all articles in this NEW section:

MORE EDITS AS THE FEATURE DEVELOPS:

*** See the caveat about which users show in the View by User view - this is only temporary - ask Vazgen if this changes in 18.1 and beyond. 

***KEEP THIS TILL AFTER 18.2: The information about adjusting budgeted dates will need updating when this functionality releases in 18.2.

*** KEEP THIS TILL AFTER 18.2: Add back in the information about the Resource Budgeted Hours which will be reportable again. 

**When this will change and Zero Duration will return: UPDATE SCREEN SHOTS TO SHOW PLANNED DURATION ZERO FOR BUDGETING?! ***

***Rewrite this from the perspective of usability and budgeting. Notes when rewriting:

- if you manually enter the Budgeted hours for a project, they are distributed in accordance to the % needed for all the job roles under the project and update the role budgeted hours; this does NOT update the user budgeted hours

This article last updated on 2018-06-14 19:06:49 UTC