Create Schedule Template with Resource Utilisation Configured to Resource Engagements

Posted By Posted by: Khurram Jamshed on February 26, 2019

When it comes to resource planning of your project, you can either take a top-down approach that happens at the start of the project. Or a bottom-up with a detailed Resource Plan being created at the project planning phase.

Microsoft Project Online as a tool can be utilised to support both approaches:

1. Top-down resource planning through Resource Engagement Management.
2. And bottom-up through the powerful schedule module.

A critical step in top-down resource planning through Resource Engagement Management is to set the Resource Utilization configuration correctly. Resource Utilisation can source information from either the Project Plan (the schedule) or from the Resource Engagement Plan. This setting is available in MS Project professional 2016, and by default it’s set to Project Plan (assignments).

It’s very easy for Project Managers to miss this configuration as part of a project setup. I will explain in this blog how this process can be saved as part of a Schedule Template, so that every project created with this template will have Resource Engagement as a preferred Resource Utilization configuration to start with.

There is still the option for Resource Utilization to refer to the Project Plan once a schedule is well defined, by changing this setting for the desired project.

Here are the steps to create a Schedule Template with Resource Utilisation configured to Resource Engagements:

1. Open Microsoft Project Online ensure that its connected to PWA.
2. Open an existing project, note that this setting will not appear until you open a project from Project Online.
3. Once you have a project open from Project Online, choose to delete all existing data (including tasks/resource etc.) to start creating the Schedule Template.
4. Go to Project tab, and click on Project Information, and set the Resource Utilisation to Resource Engagement.
5. When you are happy with all the other parts of your Schedule Template:
a. Go to File
b. Click Save as
c. Click Save
d. Enter a name for your template
e. Change type to Template
f. And then hit Save (publish is not required)
6. This template should now be available to choose from within Enterprise Project Type (EPT).
7. Create a project using your template in Enterprise Project Type, and when you open that project using Microsoft Project Online you will find this configuration intact.

Happy resource planning!



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