Project Resource Planning: Understanding your planning options in PSOhub

Published: 1 June 2026

Audience

• Admin
• Resource Manager
• Project Manager

Objective

Understand how Project Resource Planning works in PSOhub, the difference between manual and task-driven planning, and how to decide which approach suits your project.

Introduction

Project Resource Planning is where you assign hours to resources and roles at the contract line level, directly from the Resource Planning tab of your project. The hours planned here feed into Capacity Management, giving your organization a live view of workload and availability across all active projects.

Before you start planning, it helps to understand that PSOhub supports two distinct approaches. Each has different implications for how your project is managed going forward — and switching between them later is possible, but comes with trade-offs worth understanding upfront.

The Two Planning Approaches

Manual Planning

Manual planning gives you full flexibility. You open the Resource Planning tab and enter hours directly against resources or roles, per contract line, across whichever time period you need. Nothing is locked or automated — every hour is entered and adjusted by hand.

This is the default approach and works well for most projects. It also gives you access to the Schedule function, which helps you find the best available resource for an unassigned role based on capacity and availability across your organization.

Use manual planning when:

• You want full control over how hours are distributed
• Your project plan is not yet defined or is subject to change
• You want to use the Schedule function to match resources to roles
• Your WBS is secondary to your resource and financial plan

Task-Driven Planning

Task-driven planning uses your project plan as the source of truth for resource hours. When you click Sync Task Effort on the Tasks tab of your project, PSOhub reads the effort, start dates, due dates, and assigned roles or resources from your tasks and populates the Resource Planning tab automatically.

This approach works best when your Work Breakdown Structure (WBS) is highly detailed and you want resource planning to stay in sync with your task schedule. Hours are distributed based on task dates and effort, so the Resource Planning tab always reflects what the project plan says.

Use task-driven planning when:

• Your project plan is detailed and task effort has been estimated
• You want resource planning to reflect your WBS directly
• Your team works primarily from task assignments rather than resource plans
• You are managing a project where the schedule drives everything

Comparison At A Glance

Which approach should I use?

For most projects, manual planning is the right choice. It is simpler, more flexible, and gives you direct control over how hours are distributed across your team.

Task-driven planning is best reserved for projects where the WBS is highly detailed and task effort has been carefully estimated. If your project plan drives everything — timelines, assignments, effort — then letting it drive resource planning too removes duplication and keeps both in sync automatically.

If you are not sure, start with manual planning. It is easier to move to task-driven planning later than to unwind a task-driven setup that is not working for your project.

Next Steps

✅ Plan project hours manually
Enter hours directly in the Resource Planning tab and use the Schedule function to assign the right resource to each role.
Resource planning: How to plan project hours manually in PSOhub

Related Articles

• Resource Management: Introduction to managing your team in PSOhub
• Project budgeting: What Is the Budget Grid in PSOhub?
  
• How to Create a Detailed Budget by Role and Resource