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Create a resource plan using Resource Finder

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Create a resource plan using Resource Finder

Search the resources and their availability using the Resource Finder, and create resource plans for the searched resources for a project or demand.

Before you begin

Role required: it_project_manager, it_demand_manager, or resource_manager

About this task

In the Resource Finder, you can search the resources by group, role, or user. The Resource Plans page on a project and demand, and allocation workbench display the resource finder icon (Resource Finder icon) in the top right.

Procedure

  1. Open the Resource Plans page for a project or demand.
    OptionSteps
    From a project
    1. Navigate to Project > Projects > Project Workspace.
    2. Open a project record.
    3. In the Resource Plan related list, click Manage to open Resources tab.
    From a demand
    1. Navigate to Demand > Demands > All.
    2. Open a demand.
    3. In the Resource Plans related list, click Manage to open Resource Plans page.
    From Allocation Workbench
    1. Navigate to Resource > Resource Workbench > Allocation Workbench.
    2. In the Allocation Boards page, select the required allocation board to open its resource plans in Allocation Workbench
  2. Select the project or demand in the resource grid section and click the resource finder icon (Resource Finder icon) in the top right of the page.
    The Resource Finder section opens at the bottom of the page.
  3. To search the resources by group, role or user, select the search criteria and click Search.
    The Search by user option also contains the option for advanced search. Use Advanced search to build your own search criteria.
  4. To view the availability of the resources for an extended duration, select an option in the date range selector.
    The resource property Maximum time duration in Resource Finder in months determines the maximum duration for which resource details should be shown in the resource finder.
  5. In the result list, analyze the availability, capacity, and utilization of the resources for different time periods.

    Expand users to view their allocations. All non-project events created for a user from the calender appear as Operational Work for the user in Resource Finder.

  6. Select the resources you want to create resource plans for and click Add New Plan.

Result

  • The resource plan is created in the Planning state with zero planned hours.
  • The resource plan appears as a row at the top in the resource plan list of the project or demand with one of the following prefix:
    • [G] for a resource plan created for a group.
    • [R] for a role resource plan created for a role.
    • [U] for a user resource plan created for a user.

    The prefix is based on the type of resource selected in finder.

    Note: The resource plan which is created last appears at the top in the resource plan list of a project or demand.

What to do next

  • Update the planned hours for the resource plan using the resource grid.
  • To view and update more details for the resource plan, click the information icon (Information icon) in the beginning of the resource plan row.
  • You can now request the resource plan.
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