What happens if I set an unplanned resource as a planned resource?

When you change an unplanned resource to a planned resource in the financial project plan, there are two possible outcomes based on the project planning options.

If you're planning by periods, the Convert Resource to Planned window opens, where you specify a planned quantity and planning periods. Based on your inputs:

• The application derives planned cost or effort for the resource based on the value you enter in the Planned Quantity field.

• You can apply the planned quantity to one period, or allocate the quantity from the selected period forward. In both cases, the planning periods must be within the date range of the task assignment.

If you're not planning by periods, then the actual quantity is automatically copied to the planned quantity for the resource in the project plan.