How to set up resource planning

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grahameldridge
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Joined: Tue May 27, 2014 3:26 pm

How to set up resource planning

Postby grahameldridge » Wed Nov 16, 2016 9:08 am

Set up

Create baseline lifecycle dates across all relevant phases for your project

Copy to forecast dates

Enter budgeted hours against resources allocated to the project (Note these can be imported from contracts - However, if doing so, the contract schedule dates must be inside the lifecycle schedule dates

Tracking

As people submit timesheet hours, their remaining hours are reduced. This can be manually overwritten by the program manager.

If new people come onto the project, you will need to give them a budgeted amount of effort before being able to give them a forecast. Removing people from the project only removes forecast hours from that person not budget or actual.

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