Load Resource Plan

The Resource Plan screen allows you to manage project workload for labor resources. Before you can review assignments, you must enter restrictions and then load the resource plan. The results are limited to resources and assignments in your resource pool that match any entered restrictions.

When the Resource Plan screen is accessed from the Operations Management dashboard, the timescale and date range are set to match the dashboard view.

Load Resource Plan

1. With the Resource Plan screen open, enter the following restrictions. The restriction fields, which are available at the top of the screen, control how data displays and restrict the returned resources in the Results pane. For general information on how to use restrictions, see Restrictions.

   Field		Description
   	Plan Views	Click the View button and then select the version of the plan to display in the Hours section of the Results pane: Current (default): This view displays an editable view of the current working schedule. Published: This view displays a read-only view of published assignments for the plan. Current vs. Published: This view displays an editable comparison of the current plan to the published plan. This includes an editable view of the current plan and a view of the published plan with italicized discrepancies highlighted in yellow. Published vs. Current: This view displays a read-only comparison of the published plan to the current plan. This includes a read-only view of the published plan and a view of the current plan with italicized discrepancies highlighted in yellow.
   	Timescale	Displays the Month / Week default scheduling scale to be used in the Hours section of the Results pane. This value will default based on your last used selection. The year / month displays in the top section of the header and the date range displays below this, for example, 9/12 - 9/18. For more information on the definition of scheduling calendar and how it is used, see Scheduling Calendar and Calendars Used in Project and Resource Scheduling.
   	Start Assignment Period	Enter or select an assignment period. This is the first period in the date range used to filter assignments. This value will default based on your last used selection.
   	Finish Assignment Period	Enter or select an assignment period. This is the last period in the date range used to filter assignments.This value will default based on your last used selection.

   Additional restrictions are available in the Restrictions area, which can be accessed by clicking the restrictions button.

   Field		Description
   	Resource Pool	Enter or select a resource pool to be used for scheduling.
   	Labor Resource Class	Enter or select a labor resource class to be used for scheduling.
   	Location	Enter or select a location to be used for scheduling.

   Note: Inactive employees and inactive Labor Resource Classes are not displayed if they have no scheduled hours between the Start Assignment Period and the Finish Assignment Period selected. Pending Active, Pending Inactive and Active statuses will display.

   For a list of the additional optional restrictions, see Resource Plan Optional Restrictions.

   The following optional restrictions are available. These restrictions are used to limit based on resources included in your resource pool and do not search attributes of assignments (e.g. project tasks).

   Company Discipline Organization Resource

   Resource Pool Map Resource Pool Map Level Resource Pool Map Manager Resource Type

2. In the Search box, click the Run button.
   A list of matching resources and assignments display in the Results pane. The Hours section displays a column for timescale period. If you update any of the restrictions, you must run the search again to view updated results.