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Create Resource Plan for Project

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This job aid outlines the process for a Project Manager to create a resource plan to assign employees to on a project.

Prerequisites

The project exists.

Getting Started

  1. Search for Create Resource Plan for Project in the Search Bar and select it.The Search Bar with Create Resource Plan for Project entered and the task displaying below it
  2. In the Create Resource Plan for Project window, select the Project the resource plan should be created for.TheCreate Resource Plan for Project Window showing the project field and OK button
  3. Select OK.
  4. Under Resource Plan Line, select Worker as the Project Role.The Resource Plan Line section emphasizing the project role field
  5. Under Worker, select the Plus Sign (+) icon to create a new row.
  6. Enter the name of the Worker to be added.
    The worker section with the resource plan line showing and an example worker entered

Note: Any worker at any system member can be added to a project resource plan.

  1. Repeat Steps 5–6 to add additional workers to the plan, as needed.
  2. Select Submit to save the Resource Plan.
  3. Select Done.

This completes the Create Resource Plan for Project process.