Planning Page of the Resources Section

Overview

Use the Planning page to establish resource demand on a proposed project without the need to perform time-consuming resource-loading on a detailed project plan. Specify, review, or modify project-level and WBS-level allocation data for individual resources and roles across the project lifecycle.

Note: The default filter for this page is Portfolio. If no data appears on the page, you may need to change the filter.

Screen Elements

Assign... menu

Resource: Enables you to assign a resource to a selected project or WBS.

Role: Enables you to assign a role to a selected resource, project, or WBS.

Search For a Resource to Assign: Enables you to search for a resource to assign to a selected project.

Project: Enables you to assign a project to the selected resource or role.

Actions menu

Hide if Empty: Select this option to hide empty rows from the view.

Show Other Assignments: When you have filtered your view to a single resource, role, resource team, role team, or resource code, use this action to see all assignments in the project while maintaining the grouping of your view by the original data item.

Show Only Unassigned Role Requests: enables you to filter the view to show only role assignments that are not yet staffed.

Synchronize Resource Dates: enables you to synchronize the start and finish dates of planning assignments with project dates. To synchronize resource dates, group your view by project. You can choose whether to synchronize:

The dates of all assignments that have the Life of Project option selected with the scheduled start and finish dates of the project.

The dates of all planning assignments with the project's Forecast Start and Forecast Finish dates. If there is a difference between the Project Forecast Start and the Forecast Start Date, that difference is added to the start and finish date of all assignments.

Grid View

Enables you to view and configure data in a grid format. You can customize which columns are available in the grid.

 Spreadsheet View

Enables you to view data as a spreadsheet.

 Filter By

Opens the Filter By dialog box. Use this dialog box to filter and select the data you want to display on the Resource Planning spreadsheet.

Full Screen

Expands the current work area so it fills the entire display.

Print

Opens the Print Options dialog box.

Customize View

Opens the Customize View dialog box.

 Refresh

Refreshes the current screen with any new, updated, or removed data.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Planning work area

The main work area for planning assignments to projects in your choice of the following customizable formats:

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Tips

At the portfolio, project code, and project levels, the Total Units column and timescale interval columns display a summary total of allocated units for all resources and roles. For example, if you choose a project when filtering the spreadsheet by projects, allocated units of all resources belonging to a given project roll up and show summary totals in the Total Units column and timescale interval columns in the spreadsheet for the project's row.

Getting Here

Click Resources.
On the Resources navigation bar, click Planning.

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