Plan your resources without leveraging your budget as a baseline

Updated 28 November 2025

In PSOhub, you can plan project resources even if a Budget (baseline) has not been created yet. This allows you to define Contract Lines, assign roles or resources, and begin estimating hours early in the project lifecycle—before your budget is finalized.

You can manually add planning lines, schedule roles or resources, and distribute hours across Month, Week, or Day views. As the project progresses, you can refine your planning, monitor used hours, and keep your workload aligned with real capacity.

This article explains how to plan resources without a budget baseline and how to use the Project Resource Planning module to build and adjust your project’s scheduling structure.

Plan hours for a project

To begin planning resources without a budget baseline:

1. Open your project

2. Go to the Contract tab

3. Click Resource Planning

Note: You must have at least one Contract Line on the project before planning can begin.

If no budget has been defined, the To be planned column will remain blank.
You can still add roles, resources, and planned hours.

From here, make sure the Planned view is selected.

 

Add Contract Lines to Resource Planning

Since no baseline is being used, Contract Lines do not automatically generate planning rows. You choose which Contract Lines to include.

Option 1: Add all Contract Lines automatically

If your project already has multiple Contract Lines defined, you can add them all at once:

1. Click the ellipsis (…) button in the Resource Planning screen

2. Select Add all lines

Option 2: Add single Contract Lines individually

If you want more control over your planning structure, you can add Contract Lines one at a time.

1. Click Add contract line
2. A Calculation line window appears
3. Select the Contract Line you want to plan
4. Click Save

The Contract Line will appear in Resource Planning, ready for you to add roles or resources.

How Contract Lines Appear in Resource Planning

Each Contract Line appears with its own planning section, where you can:

• Add roles or resources
• Plan hours using Month, Week or Day views
• Assign planned hours via Manual Scheduling or Copilot
• Monitor capacity through the Available column
• Compare timesheets against planned hours from the Actuals tab

 

Add Roles or Resources

After Contract Lines have been added to the Project Resource Planning, the next step is to assign either roles or specific resources. This will determine who will be performing the work.

To add a role or resource:

1. Locate the Contract Line
2. Click Add Line
3. Choose one of the two scheduling methods.

 

Option 1: Copilot Scheduling

Allow PSOhub to recommend the best available resource.
Works only at the Month planning view.

 

Option 2: Manual Scheduling

Assign a role or resource directly.
Works in Month, Week and Day planning views.
Use Manual Scheduling when you already know exactly which role or resource should be assigned.

 

 

Copilot Scheduling (Monthly only)

Use PSOhub's Copilot Scheduling feature when you know the number of required hours, but are unsure which resources are available or have the necessary skills.

Copilot automatically analyzes:

• Resource roles
• Workload across all projects
• Availability in the selected months
• Capacity limits
• Absence, holidays and internal work

When the Schedule Resource window appears, you can begin planning hours at the Month level.

Note that it will show resources added to the project by default.

To view the full list of potential resources:

1. Remove the Only Team Members filter
2. Apply one or more of the following filters:

PSOhub then calculates a Match % for each resource, based on their available hours compared to the planned hours required.

Choose a recommended resource and click Confirm & Schedule to assign them the planned hours.

PSOhub will automatically:

1. Assign the selected resource to the Contract Line
2. Schedule the planned hours automatically at the Month level
3. Update availability across Capacity Management and Resource Planning

Manual Scheduling (Month, Week, Day)

Use Manual Scheduling when assigning resources directly or when planning hours at a more detailed level.

You'll see the Add/Edit Resource window dialog with the following fields:

Click Save to create the assignment.

A new planning line appears below the Contract Line with the new role or resource.

Continue adding roles or resources, by using the Add Line button and repeating the same process.

Once the assignment is created, a planning line appears with the following fields:

Now that your Contract Lines and role/resource assignments are set up, you can begin scheduling hours. PSOhub lets you plan at three different levels: Month, Week or Day.

Each view automatically rolls up or down to ensure consistency across the schedule.

Planning Monthly Hours

Select Month in the top-left corner.

The year is shown from January to December. Use the arrow buttons to navigate between months.

Enter hours under each month. You can use the TAB key on your keyboard to navigate from month to month.

Hours entered monthly are evenly split across all weeks/day in that month.

You can verify Weekly and Daily totals by changing view.

Important: To remove planned hours from a month, you must enter 0 in the field. Deleting or backspacing does not clear the value. It must be set to 0.

Planning Weekly Hours

Select Week, or click directly on a month to open its weekly breakdown.

In the Weekly View, the month selected is broken down into weeks. To navigate to a past or future month, use the left and right arrow buttons.

Some weeks may overlap multiple months. Such weeks will appear for both months on the Weekly View. For example, Week 27 includes dates for both June and July 2025.

Weekly hours are evenly split across the working days of that week. Similarly, weekly hours roll up to the Monthly total.