This article explains how to build a OnePlan Resource Plan at the plan level.
Note
The plan-level resource plan will then roll up to the Global Resource Plan for the Resource Manager to review.
A Resource Plan is for high-level allocation of resources to your plan. This is not yet detailed task planning. For example, rather than build out a detailed schedule of tasks for John, you would instead commit John 50% of his time for the next four months.
Later, after the Resource Plan is built, you will import the Labor costs into your Financial Plan, based on the resource plan. Also, for portfolio analysis, you will be able to assess which plans to move forward and when based on the resource needs across all plans compared to the overall availability of your resources.
Important
This article assumes the Negotiations feature is DISABLED / not in use. See How is resource planning done with the Negotiations feature enabled? for the specific differences if the Negotiations feature is enabled.
Navigate to the Resource Plan page for your plan, if not already there, by clicking Resource Plan in the Header.
Before booking resources to your plan, be sure you are viewing the correct cost type if your environment has multiple. Select the desired cost type from the drop-down menu.
Note
Resources must be assigned a role to import their timesheet (actual) hours into the resource plan.
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Click the Resource Plan View Options menu in the header. Then select Dates.
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Select the desired period length (monthly vs quarterly vs yearly) and date range to which you will be adding resource allocations.
Note
If you enter hours values into larger periods, such as into quarters or years, then switch to months, the values will be split across the months based on the calendar working days per month/periods.
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Click Apply to apply the set date range to the resource plan view.
In OnePlan, there are two ways to add resources or teams to your Resource Plan:
There are two ways to add time allocations for resources or teams in your resource plan:
There is a Totals column that shows the "total" per resource.
Note
The value in the total column is based on the periods shown in the view and the type of planning mode (hours, %, or FTE). Any periods not selected will not be included in the total.
If you have % selected, the value for the totals column would include the months/periods with no values & those with values.
Each resource plan rows has statuses, either Proposed or Committed. When a row is first added, the default status is Proposed, which shows as a blue dot. Then, when ready, the row can be changed to Committed, which shows as a green check mark. There are additional row statuses for organizations using the Negotiation feature.
To update the row status for a resource, click on the status icon next to the desired resource, then select the desired status from the drop-down.
If the Public/Private feature is enabled, an additional column shows whether each row is Private or Public.
When a row is Private, that means that the row is not visible in reports or the Global Resource Plan. Think of Private rows as drafts. They are only available for the plan managers and owners to view and edit.
Private rows are indicated by .
When a row is Public, that means that row is available for reporting and visible in the Global Resource Plan. Think of Public rows as published data. They are available for anyone (with the proper permissions) to see.
Public rows are indicated by .
Click on the icon to toggle between Private and Public for each row.
You can change all rows from Private to Public at once by clicking the Public/Private icon in the column header.
Comments allow you and your colleagues to have an asynchronous discussion on resource allocations in your resource plan. These comments will remain in a thread, and the thread will appear on the Home Page "Conversations" panel for quick access.
To add a comment to a resource row, click the Row Options menu (ellipsis) for the desired resource. Then select Comments. The Comments thread will open on the right side of the screen. You will be able to see the existing conversation and can add a comment to the thread.
Once there are comments on a resource row, a speech bubble will appear next to the resource name.
Notes allow you to add additional information to your resource allocations. Notes live in the resource plan, and nowhere else in OnePlan.
To add a note to a resource row, click the Row Options menu (ellipsis) for the desired resource. Then select Notes. The Notes form will open. Type out your notes in the Notes form, then click Save.
Once there are notes on a resource row, a sticky note will appear next to the resource name.
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