Resource Assignment or Resource Plan

pinkymendoza · ‎05-29-2024

Which is better to use as a first time user of Resource Management application, Resource Assignment or Resource Plan?

Chris Cannella · ‎05-29-2024

Hello Pinky,

I'm on the Product Management side of the house, so my answer will be somewhat biased.

As a rule, I would recommend the resource assignments. They are part of the next experience and are required if you want to leverage the new Resource Management Workspace, the new Capacity Planning, or the lower tray in Project Workspace to manage resources on projects. There was a strong push with resource assignments to simplify the experience and give the project managers more options, but still giving clients the ability to let their resource managers maintain control.

I do understand that some clients have specific needs when managing resources, and in some cases there may be a feature that is currently only available in the legacy resource plans or may be available to resource assignments but in a release you are not yet on. Depending on how you want to manage resources AND the release you are on, your implementation consultant should be able to make a suggestion.

Take care and best of luck,

Chris

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Yong Zeng Lee · a week ago

Hi,

In Resource Assignment, What if a user has 3 skills that would be needed for one project? Would the recommendation be to create 3 resource assignments per each skill? Or would the recommendation be to configure the system to allow for multiple selection of skills for 1 resource assignment?

Thanks!

pinkymendoza · ‎05-29-2024

Thanks for the recommendation. Our instance is Vancouver and I am planning to upgrade directly to Xanadu in October timeframe. We opted to continue to implement Resource Assignments to leverage the OOB features and upcoming capabilities in the next releases.