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Introduction to Smart Resource Planning
Introduction to Smart Resource Planning

Understand what is Smart Resource Planning

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Updated 26th February 2024

In this article, you will get an understanding of what is Smart Resource Planning.

Smart resource planning

Smart resource planning will provide you with three ways of scheduling your resources, and including the possibility of creating a baseline from your budget as well as the option to generate planning from your project's tasks.

  1. Directly assign resources in the Resource Planning module of your project
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2. Leverage the Budget grid to calculate your project's budget and create a baseline in the resource planning module.
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3. Estimate your effort by Task, feed your Resource Planning, and update your project's budget.

Smart resource planning will feed three important modules of PSOhub: Resource Planning (overall), Capacity Overview and the Project Workload.

Resource Planning (overall) will provide you with the overall planning of all your resources. For each resource, the number of planned hours and booked (used) hours per month, week and day is displayed. This shows each resource's planning and capacity and allows you to zoom into a resource to see which projects they are planned for, the hours planned and also the used hours.

Capacity overview will provide you with the overall total and remaining capacities of your organization. For each resource, the number of planned hours and booked (used) hours per month, week or day. This shows each available resource's totals and allows you to zoom into a resource to see which projects they are planned for, the hours planned and also the used hours.

Project Workload will give you a better overview of all your projects with their respective resource planning. The project workload screen combines all non-closed and/or non-archived workload sheets in one screen. You can see the totals per project and the grand total below. The data can be filtered and you can zoom into each project to make adjustments or see the actual (usage) details.

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