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How do I configure the Resource Planner settings?

In this article, you will learn how configure the Resource Planning settings. The settings configured on this page are applied when using the Resource Planner and Resource Analyzer.

1. Navigate to Resource Planner Administration

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under the Resource Management heading, select Planner Admin.

2. Select Departments

Select the Lookup to be used in the Resource Planning Tools for Departments. By default, EPM Live has Department as the selected choice. This setting maps the Departments page to the Departments Table in the PortfolioEngine Database, which then makes the department data show in the Resource Planner and Resource Analyzer.

3. Select Resource Roles

Select the Lookup to be used in the Resource Planning Tools for Roles. By default, EPM Live has Roles as the selected choice. This setting maps the Roles page to the Roles Table in the PortfolioEngine Database, which then makes the role data show in the Resource Planner and Resource Analyzer.

4. Select Resource Planning Calendar

Select the Period Calendar to be used for Resource Planning.

5. Select Resource Planning Display Mode

Select the default data input and display mode to be used in Resource Planning. Note: This setting is only applicable if you are using the Active X version of the Resource Planner. For those using the Non-Active X Resource Planner (which is recommended), within the Resource Planner, the users may create multiple views, and the view mode (hours, FTE, FTE Percent) can be set for each of the views.

6. Select Resource Planning Operation Mode

Select whether to turn on or off Resource Negotiations.

Resource Negotiations is a feature used in larger organizations where there are both Department Managers and Project Managers. In Resource Negotiations, the Project Manager creates the necessary Resource Commitments within the Resource Planner and then the Department Manager assigns the appropriate Named Resources to those existing Resource Commitments. With Resource Negotiations, a Resource Commitment is not complete until both the Project Manager and Department Manager Accept the Named Resource that has been assigned.

  • If the Resource Planning Operation Mode is set to Full Negotiation, Resource Negotiations is enabled.
  • If the Resource Planning Operation Mode is set to No Negotiation, Resource Negotiations is disabled.

7. Select Resource Planning Total Hours

Select the Portfolio Custom Field in the PortfolioEngine Database that will be used for the total of Resource Plan Hours for each Project (Portfolio Item). The selected Totals field will then be mapped to the Resource Plan Hours field in the Project Center List Settings (PortfolioEngine Settings).

8. Save Changes

When finished, click Save. Then, use navigation or the Settings Gear to leave this page.

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