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:
Happy resource planning!