If a project is split into work packages, i.e. into tasks, resources responsible for the completion of these tasks must be assigned individually. In PLANTA project this is called resource assignment.
Resources are mainly persons/employees, however, departments, machines, work spaces, or skills can also be planned for tasks. They are all resource types.
In order to be able to plan resources in projects, they must have already been created in the Master Data.
Where can I plan resources?
In the Schedule and Resource Plan modules of the required project (the Resource Plan module can be found under the Further... module tab).
Open the project by
opening a dialog window via the Extras → Go to menu or via CTRL+G and entering the ID of the required project or
by clicking on the link on the ID of the required project in any module.
Who is allowed to plan resources?
All users who have access to the Schedule and Resource Plan modules and have modification rights for projects. These are, in PLANTA standard, managers of the respective project, their deputies, or multi-project managers. For further information on rights, please click here.
Right-click on the required task and select Insert → Resource or Insert → Revenue and cost resource from the context menu.
Select the required resource from the listbox on the Resource field.
Enter the planned effort for person, skill, and department resources as time units ("hours" in the standard system) in the Remaining effort field.
Enter the planned effort for cost and revenue resources in monetary units ("Euros" in the standard system) in the Remaining costs field.
Check and possibly change the load profile for a distribution of effort and costs in time.
Enter requested dates (Requested start/Requested end) if required. This enables you to specify that several resources will work on a task at different times or that they start or finish their work at different times.
You can assign further resources to this or other tasks and plan them in the same way.
You can also assign multiple resources at once to a task by making a selection in the resource listbox which will be displayed when you right-click on the task and select Assign resources or Assign revenue and cost resource from the context menu.
Save and recalculate the schedule by clicking on the Calculate schedule button in the toolbar. As a result, the project is loaded.
This means: For each resource assignment and day, a load record will be created for the calculated duration of the resource assignment in accordance with the selected load profile and the planned effort of the resource will then be distributed among these load records.
See also: For detailed information on the different aspects of resource management in PLANTA, please see here.
