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Create Resource Plan for Hierarchy

Last updated on January 13, 2023

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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 hierarchy.

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Prerequisites

The project hierarchy exists.

Getting Started

  1. Search for Create Resource Plan for Project Hierarchy in the Search Bar and select it.The search bar with Create Resource Plan for Project Hierarchy entered and the task appearing under it
  2. Select the Project Hierarchy the resource plan should be created for.TheCreate Resource Plan for Project Hierarchy Window showing the for project hierarchy field
  3. Select OK.
  4. Under Resource Plan Line, enter Worker in the Project Role field.The Project Role Field showing that worker is selected
  5. Under the Worker section, select the Plus Sign (+) icon to create a new row.
  6. Enter the name of the Worker to be added.The Resource Plan Line Table with a sample Worker selected under the worker column

Note: Any Worker from any System Member can be added to a project hierarchy resource plan.

  1. Add additional workers to the resource plan, if necessary.
  2. Select OK.

This completes the Create Resource Plan for Project Hierarchy process.