Does your organization want to gain insight into the capacity of your resources? Or easily visualize the total scope of your workload?
Workfront offers feature-rich solutions to help managers focus on the visibility they need into how and when their people resources are scheduled. However, if you plan on using Workfront’s resource management solutions, you’re going to need a properly configured Workfront system.
This blog will focus on the planner — the resource management tool that works top-down to show availability and how allocating resources impacts availability on lower-priority projects. To ensure a proper configuration, make sure the following four setups are in place:
To utilize the resource planner, a user must:
Be assigned a Workfront Plan license
Be designated as a resource manager in the project details
Resource pools are collections of users that are needed at the same time to do work on a project. Protect the time and talent of your people by putting them in resource pools that are associated with approved projects across your organization.
The resource planner will not show user or job role availability unless the users are in the resource pools attached to the project.
Three components must be set up on projects in order to accurately leverage the resource management solutions.
Durations assigned to tasks
Durations define the time frame in which a task should be completed. Setting a duration establishes the planned start and completion dates for the task.
Planned hours assigned to tasks
Planned hours are the best estimate for the amount of time it will take to complete the work.
Job roles assigned to tasks
Job roles define the skill set needed to complete the work.
Make sure to “Like” this post if you find it helpful! If you have any questions regarding the resource planner, please post the details in the comments section and we will reply back, or if you are available, attend our upcoming Ask the Expert webinar (details below) to ask a resource management expert directly!