At a Glance: Resource Planner

The Resource Planner comprises the following:

Item	Description	More Information
Filters Panel	Use a criteria to refine the number of resources.	Filters Panel Overview
Resources List	Displays all resources in your organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations. together with their profile photos if configured by your administrator. Clickto expand or contract the resource's assignments and held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated.. Double-click the resource name to view the edit assignments panel.	Searching for Resources or Projects
Timeline	Contains assignment bars and resource summary bars, which represent assignment length, scheduled hours rolled up to the parent resource, and resource allocation indicated by a color code. A scrollable timeline shows days, weeks, months or quarters through a set time span. Click on the resource entry to expand or contract the list of all the resource's assignmentConnection between a resource and a project.s and held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated.. Double-click on entries in the list of assignments or held resource requests to enter Rapid Edit mode.	Working with the Timeline
Edit Assignments Panel	View and edit schedules for assignments and view held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated..	Edit Assignments Panel Overview

Item

Description

More Information

Filters Panel

Use a criteria to refine the number of resources.

Filters Panel Overview

Resources List

Displays all resources in your organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations. together with their profile photos if configured by your administrator. Click

to expand or contract the resource's assignments and held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated.. Double-click the resource name to view the edit assignments panel.

Searching for Resources or Projects

Timeline

Contains assignment bars and resource summary bars, which represent assignment length, scheduled hours rolled up to the parent resource, and resource allocation indicated by a color code. A scrollable timeline shows days, weeks, months or quarters through a set time span.

Click on the resource entry to expand or contract the list of all the resource's assignmentConnection between a resource and a project.s and held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated.. Double-click on entries in the list of assignments or held resource requests to enter Rapid Edit mode.

Working with the Timeline

Edit Assignments Panel

View and edit schedules for assignments and view held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated..

Edit Assignments Panel Overview

Example Resources List

Resource Availability

The Availability column displays a resource's availability. Availability is derived from a resource's assignment and held resource request hours. Availability displays as either a percentage of the resource's overall availability, or in hours, based on your user preferences.

When you save changes in Resource Planner that alter resource availability, reload Resource Planner to view the changes in the Availability column. Availability values that changed when you save display as blank until you click Reload.

Incomplete Utilization Indicators

If resources do not have utilization records for the entire date range that displays, only partial availability displays in the Availability column. A warning indicator

displays in the header.

If a resource does not have any associated utilization records, a hyphen displays in the Availability column instead of Availability data and a warning indicator

displays in the header.

Click on the warning indicator

to see a message indicating the error condition.

Controlling Resource Availability Display

Your administrator can control the display of the Availability column, and how availability displays in the column. For more information, see Resource Availability in Hours and Show Availability Column

Availability display in the Resource Planner requires Utilization Engine enabled in your organization. For more information, see Utilization Engine.

Example Timeline

Resource Summary Color Code

You can review the allocation level of a resource using color coding:

Bar Color	Status	Description
	Resource is under allocated	Total hours for all assignments and held resource requests are currently zero or lower than the resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. hours or the threshold defined in the Lower Summary Bar Threshold Limit preference.
	Resource is correctly allocated	Total hours for all assignments and held resource requests currently match the resource's work calendar hours or are within the thresholds defined in the Lower Summary Bar Threshold Limit and Upper Summary Bar Threshold Limit preferences.
	Resource is over allocated	Total hours for all assignments and held resource requests currently exceed the resource's work calendar hours or the threshold defined in the Upper Summary Bar Threshold Limit preference.
		Indicates non-working days, such as weekends, public holidays federal holidays, and so on for which the resource has zero assigned hours. These are derived from the resource's work calendar.
		Gray assignment bars show the contributing daily, weekly, monthly or quarterly hours for the assignment.

Bar Color

Status

Description

Resource is under allocated

Total hours for all assignments and held resource requests are currently zero or lower than the resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. hours or the threshold defined in the Lower Summary Bar Threshold Limit preference.

Resource is correctly allocated

Total hours for all assignments and held resource requests currently match the resource's work calendar hours or are within the thresholds defined in the Lower Summary Bar Threshold Limit and Upper Summary Bar Threshold Limit preferences.

Resource is over allocated

Total hours for all assignments and held resource requests currently exceed the resource's work calendar hours or the threshold defined in the Upper Summary Bar Threshold Limit preference.

Indicates non-working days, such as weekends, public holidays federal holidays, and so on for which the resource has zero assigned hours. These are derived from the resource's work calendar.