Resource Plans

Plan, assign, and balance resources to ensure the right people are working on the right work.

Search

  • Resource Plans Overview

    This article an overview of the OnePlan Resource Plans. OnePlan has both plan-level and organization-wide resource planning capabilities. Global Resource Plan The Global Resource Plan shows all resource allocation ac...

  • Use the OnePlan Resource Planner Basics

    This article describes the basics for using the OnePlan Resource Planner. 1. Resource Plan Cost Types Here we see Resource Plan Cost Types. Resource Plan Cost Types allow organizations to calculate, evalu...

  • Build a Resource Plan

    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 h...

  • Global Resource Plan - Reporting Dashboard

    Resource Plan Dashboards bring native reporting directly into the Global Resource Plan in OnePlan. They provide both global (organization-wide) and personal (user-specific) dashboards that offer faster visibility into cap...

  • Resource Plan - Apply Cost Categorization to Resources

    This article explains how to assign cost categorization values to resources in the Resource Plan so resource costs are automatically categorized when imported into the Financial Plan.Assigning categorization in the Resour...

  • How the Resource Manager pre-filter works

    This article explains how the Resource Manager pre-filter works for users set as resource managers in OnePlan admin. Resource managers are off by default. To set up resource managers, see How do I set Resource Managers?....

  • Resource Plan Delegates

    This article explains how the Delegates feature works in the OnePlan Resource Plans. Important You can only configure Delegates if Resource Managers are configured for your OnePlan site. See How do I set Resource Manage...

  • How is resource planning done with the Negotiations feature enabled?

    This article explains how to use the Resource Planner in OnePlan when the Negotiations feature is enabled. Your administrator would enable the Negotiations feature and select the resource manager settings. Typically...

  • Compare Resource Plan Types

    This article explains how to use the compare feature in the OnePlan Resource Planner to analyze differences between how your resources’ time is initially planned, booked onto specific work, and then actually spent. En...

  • Add a Booking to a Resource Plan

    Bookings in OnePlan is a way to quickly allocate resources or teams to your resource plan. Bookings are set for a certain time period and will allocate the resource or team evenly across that time period. Click Add Booki...

  • Add a Resource to a Resource Plan

    This article explains how to add a resource to a resource plan in the Resource Planner. Open the Candidates List. Find and select the desired resource (whether a named resource or generic), or team. See Find Resources...

  • Resource Planning Units Mode

    This article describes the different planning units modes available in the OnePlan Resource Planner. Planning Units Modes Definitions Select Hours: The number of hours a resource is assigned to a task. % (Percent): T...

  • Resource Plan Cost Types

    This article explains resource cost types used in the OnePlan Resource Planner. Select the Cost Types drop down menu to toggle to another cost type. Cost types allow organizations to calculate, evaluate and monitor ...

  • Copy Resource Plan Values

    This article explains how to use the Copy Values feature of the OnePlan Resource Planner. This feature allows you to copy resource plan values from one cost type to another. You can run a full copy, which will make a 1 t...

  • Import a Resource Plan

    When needed, resource allocation can be imported from elsewhere in the system. For example, the timesheet hours can be imported into a resource plan cost type, such as Actual Hours. If no applicable import option has bee...

  • Export a Resource Plan

    To export a resource plan, first select the view settings, such as cost type, unit mode, dates, filters, etc. Then select your desired format from the Export menu.

  • Resource Plan Candidates List Overview

    This article provides an overview of the Candidates List features as part of building, analyzing, and modifying resource plans in OnePlan. Who does these actions varies between organizations. Sometimes it’s the plan...

  • Find Resources with the Candidates List

    Open the Candidates List. Click the Resource Type menu, and select the resource type you want to view in the Candidates List. Options include Resources or Teams. Click the Find Resources drop-down filtered...

  • Replace a Resource with the Candidates List

    Multiple reasons may require the plan's resources to be replaced by other resources. Two common reasons include: Initially, a plan may have generic placeholders, such as by role, for who is needed, and then later...

  • Fulfill a Resource with the Candidates List

    If a plan has resource placeholders, such as roles, you can fulfill the resource requirement with one or more named resources, or a team of resources. Note You can fulfill resource requirements on both generic and ...