This article explains how to build a OnePlan Resource Plan. Be sure to read the previous articles in this chapter to get familiar with the Resource Plan terminology and menu options. This article assumes the Negotiations feature is DISABLED / not in use. Also refer to the Negotiations article for the specific differences if the Negotiations feature is enabled.
Navigate to the Resource Plan Module
Navigate to the Resource Plan page for your plan, if not already there, by clicking Resource Plan in the Header.
Select Your Cost Type
Before booking resources to your plan, be sure you are viewing the correct cost type, if your environment has multiple. Select the desired cost type from the drop down menu.
Select Time Period Length & Date Range
Select the desired time period length (monthly vs quarterly vs yearly) and date range that you will be adding financial values. Click the Apply button.
If you enter hours values into larger periods of time, such as into quarters or years, then switch to months, the values will be split across the months based on the calendar working days per month/time period.
Add Resources to Plan
Add Resource via Add Booking Icon
Click the Add Booking button. The Booking form will load. Complete the form.
- Select Resource: Begin typing the Resource Name, whether a named user or generic. Available matching names will show. Make your selection.
- Booking Dates: date range for the allocation. Select a From & To month & year.
- Allocation Type: Enter the value in ONE of the allocation types, either hours per month, % allocation, or total hours. If you select total hours, the hours will be divided evenly across the time selected between the booking dates.
Click Add when done.
Add Resource via Icon Menu
To quickly add a new row to your Resource Plan, begin typing the resource name into the Add Resource box.
Select the name to add the row. You may add both generic resources and named users this way.
Add Resource via Resource Pane
Click the Resource Pane icon to view the Resource Pane. Find your desired resource via the available search options, such as by name, role, or other resource-level fields.
- Select the desired resource, whether a named resource or generic.
- If you are adding a new resource to your plan, click the Add button.
- The resource will be added to the resource plan.
For additional details on using the Resource Pane to find, add, & replace resources in your plan, refer to the article on the Resource Pane.
Add Time Allocation
- Verify you have the preferred mode type selected (hours, %, or FTE).
- Add hours manually into the Resource Plan. You can use your keyboard to quickly tab & maneuver around the resource plan grid.
If desired, you may allocate time to your resources via the booking form rather than manually entering values. Select the row menu for a resource in the resource plan. Select Allocate.
Complete the booking form. Click Add when finished.
Note: Whatever is entered in the booking form will overwrite any existing resource allocation for the time between the booking dates.
There is a Totals column that show the "total" per resource. Note, the value in the total column is based on the periods showing in the view and the type of planning mode (hours, %, or FTE). Any time periods not selected will not be included in the total.
If you have % selected, the value for the totals column would include the months/periods with no values & the those with values.
Row Menu & Fields
Notes may be entered per resource plan row.
- Select the row menu for a resource in the resource plan. Select Notes.
- View, add or update notes. Click Save when finished.
When there are notes for a resource row, a little post-it icon will show next to the resource name.
Select the row menu for a resource in the resource plan. Select Delete Resource. Verify. This removes the resource from your plan.
Each resource plan rows has statuses, either proposed or committed. When a row is first added, the default status proposed, which shows as a blue dot. Then, when ready, the row can be changed to committed, which shows as a green check mark. There are additional row statuses for organizations using the Negotiation feature.
Click on the status icon. Select the desired status.
If the public/private feature is enabled, an additional column shows whether each row is private or public. If the row is public, the eye icon will show. If the row is private, the eye icon will have a little circle with a line through it covering part of the eye.
Click on the icon to toggle between private & public for each row.
Note that only public rows will show in the reports and on the All Plans Resource Plan page.
You may change all rows from private to public at once by selecting Make Public from the Icon Menu.
Resource Type Icon
If the resource is a named user, a person icon will show.
If the resource is generic, a robot icon will show.