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How to Plan Project Hours from Your Budget Using Resource Planning

Learn how to use your Detailed Budget to plan and distribute resource hours across your project in PSOhub

Published: 1 June 2026

Audience

  • Admin
  • Controller
  • Project Manager

Objective

This article explains how to plan project hours using a Detailed Budget as your baseline in PSOhub. Once your budget is set up and pushed to Resource Planning, your contract lines and roles are pre-populated. Your job is to assign resources to those roles and distribute the budgeted hours across the project timeline — deciding when each resource works, month by month, week by week, or day by day.

Prerequisites

You have Admin, Controller, or Project Manager access level.

If you have Project Manager access, you must be the assigned Project Manager for the          project.

A Detailed Budget has been set up for the project with at least one contract line, role,              or resource assigned.

⚠️ Important: If you have not yet set up a Detailed Budget for your project, see How to                plan project hours manually using Resource Planning instead.

How your Detailed Budget populates Resource Planning

When your Detailed Budget has been pushed to Resource Planning, the tab is pre-populated with the contract lines, roles, and resources you have budgeted for. The Budget column shows the total hours allocated per role or resource per contract line.

Your job now is to distribute those hours across the project timeline. The Detailed Budget defines what needs to be delivered and by whom — Resource Planning is where you decide when.

Open Resource Planning

Steps

  1. Open your project and go to the Resource Planning tab.
  2. The contract lines, resources, and roles from your Detailed Budget are already in place. What you see depends on how your budget was set up:
    • If hours were budgeted by role — rows appear with the role name and budget hours, but no specific resource assigned, shown as – under the resource name.
    • If hours were budgeted for a specific resource — rows appear with the resource's name and budget hours already populated. You can start planning hours immediately.

💡 Tip: If a contract line, role, or resource is missing, go to the Budget tab and confirm it              has been added to the Detailed Budget. Any additions made there will appear in                        Resource Planning automatically.

Review and edit budget hours

Before distributing hours, review the budget hours for each resource to confirm they are correct. If the scope has changed since the budget was set up, you can adjust budget hours directly from Resource Planning without going back to the Budget Grid.

Steps

  1. Hover over the resource or role row you want to review or edit.
  2. Click the pencil icon that appears to open the Set budget hours window.
  3. Update the Number of hours if needed. The Total amount recalculates automatically based on the resource's rate.
  4. Click Save.

📌 Note: Any changes made here sync automatically with the Budget tab of the project.

Switch Between Views

Before entering hours, select the view that best suits how you want to plan. Use the time range and planning level toggles to set up your preferred view.

Option Settings Description
Time range Year, Rolling Controls the period displayed. Year shows the full calendar year, January to December. Rolling shows a 12-month window starting from the current month — useful for projects that span across calendar years. Use the arrow buttons to navigate between years or months.
Planning level Month, Week, Day Controls how hours are broken down. Month shows the year split by month — best for high-level planning. Week breaks a selected month into individual weeks with date ranges — best for distributing hours more precisely. Day breaks a selected week into working days, Monday to Friday — best for detailed day-by-day planning.

Enter Planned Hours

Steps

  1. In the Planned view, click a cell in the month, week, or day column for the role or resource you want to plan.
  2. Enter the number of hours for that period and press Tab to move to the next field.
  3. The Budget column updates as you plan hours. It shows remaining hours against the budget in the format remaining / budget. When all budgeted hours have been planned, the remaining value reaches zero. When planned hours exceed the budget, the value turns red.

💡 Tip: If you need to remove planned hours, enter 0 in the field. Pressing backspace or Delete will not clear the current value.

Assign a Resource to a Role

Optionally, if your budget was set up with roles rather than specific resources, you can assign a person to a role at any point — before or after entering planned hours. Use the Schedule function to find the right match.

Steps

  1. Hover over the role row you want to assign a resource to.
  2. Click the magnifying glass icon that appears to open the Schedule function.

💡 Tip: The Schedule function uses Copilot Scheduling to suggest the best available                       resource based on capacity, role, and skills.

Check Resource Availability

This view shows each resource's remaining capacity per period. Cells where a resource has been overallocated are highlighted in orange. Use this view to identify overload before it affects delivery, and adjust planned hours accordingly.

Steps

  1. Click Availability in the top-left toolbar to switch from the planning grid to the availability view.
  2. Once completed, click Planned to return to the planning grid.

Review Actuals

Once your team starts logging time against the project, you can compare planned hours against actual hours booked.

Steps

  1. Click Actuals in the top-left toolbar.
  2. The grid now shows hours actually booked per resource per contract line. Where booked hours exceed planned hours, the value appears in red.

💡 Tip: Click Revenue in the top right to switch from hours to amounts. This shows the                  billable value of booked hours in your project currency, useful for tracking financial                  performance alongside time.

Result

Planned hours are now distributed across the project timeline per contract line, role, and resource. The Budget column shows how planned hours track against your budget baseline. These feed into Capacity Management, where the organisation-wide workload view updates automatically.

Next Steps

✅ Assign a resource to a role using Agentic AI Scheduling
Use Agentic AI Scheduling to find and assign the best available resource to an unassigned role based on capacity, skills, and availability.
How to schedule resources using Agentic AI Scheduling in PSOhub

✅ Check your team's availability across all projects
Open Capacity Management to see a live view of planned hours and remaining capacity across your entire organization.
Capacity Management: How to plan and scale your project team in PSOhub

✅ Reschedule hours when plans change
Reassign or shift planned hours when a resource becomes unavailable or a project timeline shifts.
Reschedule Hours in Resource Planning

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