Resource Planning Workspace

The Resource Planning workspace supports and enhances two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. in Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.

Related topics:

  • Dashboard
    The Dashboard for the Resource Planning workspace provides a list of upcoming assignments that are currently assigned to a generic resource rather than to an employee. Use this list to identify assignments with approaching start dates that you need to reassign to employees.
  • Resource View
    Resource View in the Resource Planning workspace is designed to help the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions.
  • Project View
    Project View in the Resource Planning workspace is designed to give the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project. In Project View, project managers can add resource assignments, set plan dates, and make reassignments and schedule changes as needed.
  • Opportunities
    Use the Opportunities area in the Resource Planning workspace to set up a work breakdown structure (WBS) for opportunities for which you want to do resource planning. If your firm did not activate the CRM module, you also use this area to add the opportunity records.
  • Reporting
    The Reporting area in the Resource Planning workspace offers two standard types of reports: Resources and Projects. You can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.
Parent Topic: Deltek CRM