Viewing Resource Plans

A resource plan is created for a project, a resource, or both, and is generated as a resource is requested or assigned to a project. Resource Planners review plans to determine the most efficient use of resources within their pools across projects, and to verify if resources are under or over assigned across projects. Project Managers review the resource plans for the projects they manage to ensure they have the resources to complete project work on schedule. Other Accolade users have access to view resource plans for gate meeting discussions about approving resources for the next stage of project.

View a Resource's Plan

Resource Planners can view a single resource's plan in Resource Editor. All other users listed to the right can view a single resource's plan through Resource Planning.

To view a resource's plan in Resource Editor:

1. From the Resource menu, select Resource Editor.

If you are a Project Manager, select Resource Requests from the Workspace menu.

2. Display projects or demands and apply filters as necessary.

In Resource Editor, the or icon next to the resource indicates the fulfillment status for the resource. indicates that the demand request is fulfilled. indicates that the demand request is not or is only partially fulfilled.

3. Click in the upper right corner and select By Resource to sort the demands by resource.
4. Click to expand each resource and see their allocated demand by project.
5. (Optional) Click in the upper right corner and select the Totals and/or Demand Type check boxes to display the columns.

If you are not the Resource Planner for this pool, any demands for a resource in projects that you do not have access to are totaled and displayed in a row labeled [Other] in the Project column.

To review a resource's plan in Resource Planning:

1. From the Resource menu, select Planning.
2. In the Pool list field, select the resource pool that contains the resource you want to view.
3. Click the name of the resource to view the resource plan for that resource.

View a Project's Resource Plan

Resource Planners and Project Managers can view the resource plan for a project in Resource Editor. All other users with access to the project can view the project's resource plan from the project's pages.

To view a project's resource plan in Resource Editor:

1. From the Resource menu, select Resource Editor.

2. Display projects or demands and apply filters as necessary.

In Resource Editor, the or icon next to the resource indicates the fulfillment status for the resource. indicates that the demand request is fulfilled. indicates that the demand request is not or is only partially fulfilled.

3. Click in the upper right corner and select By Project to sort the demands by project.
4. Click to expand each resource and see their allocated demand by project.
5. (Optional) Click in the upper right corner and select the Totals and/or Demand Type check boxes to display the columns.
6. (Optional) Click in the upper right corner and select the Net Allocation and/or Net Capacity check boxes to display the rows.

If you are not the Resource Planner for this pool, any demands on this resource in projects that you do not have access to are reflected in the Net Capacity and Net Allocation rows.

To view a project's resource plan in the project Resources page:

1. Display a project and select the Resources page.
2. In the Plan For field, select the stage to display the resources assigned to a specific stage, or select Project to view resources for the entire project.
3. Click to expand a resource pool and view the resources from that pool that are planned for the project.

On the project's Resources page, click the or icon next to a pool name to view the demand history of the resources in that pool. indicates that the Project Manager made the most recent change to requests for the pool. indicates that a Resource Planner made the last change in the pool.

Notes:    When a project becomes inactive (through Close, Hold, or Kill actions), resources for the current and previous time periods will display as read-only on the project's Resources page, and future requested and assigned demands will not display on any resource page. If a project becomes active again, the requested and assigned demand values will display from the current time period forward. Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .