Work Planners Overview

Work planners enable you to plan project work easily by viewing:

  • Assignments and resource requests (you can use the options in the toolbar to group the assignments and resource requests in the way you require, for example by project or by resource).
  • A resource's details and their scheduled work.

The work planners available are tailored to your job role so that you can view and manage the information that is relevant to you.

The Work Planner page is designed for use by resource managers. The data fills the entire page, making it easier to view a large number of projects, assignments, and resource requests. Work planners for other roles are made available by your administrator:

  • Line Manager Work Planner
  • Project Manager Work Planner: this work planner is also part of the Project Management workspace
  • Record Work Planner
  • Resource Work Planner
  • Work Planner in Experience Cloud sites

For more information, see Setting up Work Planners or contact your administrator.

Work planners contain the following views:

  • Scheduler: Lists assignments and resource requests grouped by project, resource, or RPGClosed Abbreviation of region, practice, group. over time. This gives a good overview of what a resource is due to work on at a particular time.

  • Allocation: Lists assignments and resource requests grouped by project, resource, or RPGClosed Abbreviation of region, practice, group..

    • Allows you to incrementally load and display assignments and resource requests grouped by project, resource, or RPG and other details, to the existing records. For more information, see Loading Assignments and Resource Requests Incrementally in Work Planners.
    • Shows the number of scheduled hours a resource is due to work on the corresponding assignment or resource request and indicates whether a resource is under allocated or over allocated.
    • Enables you to view and update the hours a resource is scheduled to work on assignments and resource requests, ensuring the resource carries out the right amount of work at the right time

For more information, see Using Work Planners.