Resource Planning › Overview (Resource Planning)

Overview (Resource Planning)

Use Resource Planning to view and edit. Resource Planning also helps to compare resource allocation and availability across all investments and roles, or at the individual investment level and roles.

Resource planning provides a flexible, scalable framework in which to manage and compare resource and role allocations with resource and role availability. Allocation refers to time booked to any investment capable of staffing, and availability to time available for booking.

Use resource planning to view and edit resource and role allocations in the following ways:

• By investment by week
• By investment start and finish dates
• For a single investment or across multiple investments
• In a graphic histogram format that contrasts availability and allocation
• In a table format that is allocation information by investment, resource, or role

When you change allocations from resource management pages, you only change investment-level information, specifically, the allocations of a resource or role to the investment. These dates can differ from the ones to which the resource or role has been assigned to project tasks, and investments.

Best Practice: Only the manager of the investment can change the investment allocations for the assigned resource or role from resource management pages. Recommended that the investment manager change allocations from within the investment, from the team staff page of the investment. A resource manager editing allocations for a resource from the resource planning pages, requires to communicate the changes to the investment manager.

The changes you make on the resource planning pages appear on the team staff page for the investment. You can let the manager know about the change directly. The manager can then adjust task assignments and the schedule for the investment, if necessary.