Plan Projects (Beta) Page

The Plan Projects (Beta) page is a part of Resource Planning, an optional Accolade component. This page works side by side with the Resource Editor, and as such, the Plan Projects (Beta) page gives Resource Planners and Project Managers, a place to assign resources and add demands to a project. Changes made here will reflect on the Resource Editor, and vice versa.

Note:  This page only shows Assigned Demands.

The Plan Projects (Beta) page is divided into three sections:

• On the left of the page, you can add and manage your projects, pools, and resources.

• On the middle of the page, you have a Gantt chart, displaying your projects', pools', and resources' timeline and demands.

• On the right of the page, when you select a pool, you can view each resources' availability over the ensuing months.

To add a project, assign resources, and create demands:

1. From the Resource menu, select Plan Projects - Beta.
2. Click on the Add Project button, located on the left panel of the page. On the dialog that loads, filter your projects by status or other filter metrics, or search for and select the project you want to add.
   • The project is then added to the left panel, and a light green bar indicating the dates of the project appears on the Gantt chart.

   Note:  If you add a project with pools and resources already assigned, they will auto-populate here.

3. To add a pool, click on the plus icon corresponding to your project's name, located on the left panel. On the dialog that loads, search for and select the resource pool you want to add to this project. The pool is then added to the left panel, under the project name. The available resources load on the panel on the right of the page. Each resource's availability for the next few months is displayed under them.
   • Click on the funnel icon on the top left of your resources panel, to filter your resources by their attributes. For this, ensure that you have set up and assigned attributes to your resources. See Viewing Resource Capacity & Managing Resource Attributes for more.
4. To add a resource to your project, click on their name, drag it to the left panel, and drop it under the project and pool.
5. To create a demand for this resource, click on the start date within the Gantt chart, and drag the bright green bar to the finish date. On the dialog that loads, edit the dates if needed, enter the resource efforts required, and click Save. A gray bar then appears on the Gantt chart, indicating the work that is assigned to this resource.

You can also:

• Update a demand - Double click on a demand to update its details.

• Delete a resource - Right-click on a resource to delete them.

• Remove a pool - Right-click on a pool to remove it.

• Remove a project - Right-click on a project to remove it.

• Zoom - Right-click on the header of the Gantt chart to zoom in and out of the chart.

• Collapse - Click on the respective icons on the pool and project level to collapse their records.

• Navigate on Gantt - Use the controls on the top right of the Gantt chart to move left or right on the grid, collapse or expand all items, or zoom in and out of the grid.

• View resource capacity and manage resource attributes - Click on a resource's name to view their attributes, assigned work, and availability. For more on this, see Viewing Resource Capacity & Managing Resource Attributes.