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When to use Resource Plans - best practice? RRS feed

  • Question

  • when would a Resource plan best be used instead of simply building a team within a project file with generic resources?  

    thanks

    Steve

    Friday, March 6, 2015 1:52 PM

Answers

  • Hi Steve,

    The resource plan is meant to be used in an early planning phase before starting scheduling the project phases. The resource plan allows you entering the workload planned by resource skills by time period. It could also be by named resources if they are already identified in this early phase (but usually they are not). The resource plan is really useful when you start using Project from the business case before the project even really started. Doing so, you'll be able to perform portfolio analysis and scenario and manage your pipeline of projects based on the capacity available.

    Then as soon as you are able to create a more detailed plan, you switch to MS Project were you can assign resources (generic and/or named) to phases/tasks. Note that you have a parameter in the resource plan which trigger how the capacity is calculated:

    • from the resource plan: in the early phase when you just have a resource plan,
    • from the project plan: when all your workload is transcrribed in the project plan and the resource plan is either empty or redundant,
    • from the project plan until : when the project plan contains the workload until a certain date; after this date, the resource are not yet identified and Project takes the workload from the resource plan to calculate the capacity.

    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |


    Friday, March 6, 2015 2:08 PM
    Moderator
  • Steve:

    Use a resource plan any time that you do not have, or want to use, detailed tasks to generate your resource demand. Most organizations that use portfolio analysis use resource plans rather than detailed schedules to generate demand. You can use it for early planning, distant horizon planning, or as your only mechanism for resource planning depending on your planning and tracking requirements.


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG

    • Marked as answer by Stev Scott42 Friday, March 6, 2015 6:56 PM
    Friday, March 6, 2015 4:21 PM
    Moderator

All replies

  • Hi Steve,

    The resource plan is meant to be used in an early planning phase before starting scheduling the project phases. The resource plan allows you entering the workload planned by resource skills by time period. It could also be by named resources if they are already identified in this early phase (but usually they are not). The resource plan is really useful when you start using Project from the business case before the project even really started. Doing so, you'll be able to perform portfolio analysis and scenario and manage your pipeline of projects based on the capacity available.

    Then as soon as you are able to create a more detailed plan, you switch to MS Project were you can assign resources (generic and/or named) to phases/tasks. Note that you have a parameter in the resource plan which trigger how the capacity is calculated:

    • from the resource plan: in the early phase when you just have a resource plan,
    • from the project plan: when all your workload is transcrribed in the project plan and the resource plan is either empty or redundant,
    • from the project plan until : when the project plan contains the workload until a certain date; after this date, the resource are not yet identified and Project takes the workload from the resource plan to calculate the capacity.

    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |


    Friday, March 6, 2015 2:08 PM
    Moderator
  • thanks again Guillaume
    Friday, March 6, 2015 4:18 PM
  • Steve:

    Use a resource plan any time that you do not have, or want to use, detailed tasks to generate your resource demand. Most organizations that use portfolio analysis use resource plans rather than detailed schedules to generate demand. You can use it for early planning, distant horizon planning, or as your only mechanism for resource planning depending on your planning and tracking requirements.


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG

    • Marked as answer by Stev Scott42 Friday, March 6, 2015 6:56 PM
    Friday, March 6, 2015 4:21 PM
    Moderator
  • Thanks Gary, that is the "principle" I was looking for.

    cheers

    Steve

    Friday, March 6, 2015 6:56 PM