Question
Insights on Resourcing Best Practices
Hi! Is there anyone out there who has been fully resourcing in WF/new WF experience that can share out what's been working for them? We are trying to bring resourcing in, but are still struggling to figure out what happens once all of the projects, tasks/assignments, planned hours, etc are in there.
Can someone walk me through how they utilize the Planner along w/ either the Scheduler or Workload Balancer to make updates to allocations based on shifts in timelines or priorities?
Also, can someone speak to how the Resource Manager is meant to be aware of any changes a PM may make to planned hours? Are you guys relying on Project and Task statuses to trigger an approval? The Planner doesn't highlight any changes that have been made.
Is the only way for a Resource Manager to communicate the approved hours for a task to enter in the Budgeted hours?
Thank you!!! Christine Zhu Chobani