Small work efforts with Resouce Plans but not formal Project work
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05-20-2025 11:25 AM
How are organizations approaching those work efforts that may not be a formal project run by their PMO but large enough to utilize Resource Planning? Agile doesn't work because it uses story points and CWM doesn't work because it doesn't use RPs and can't log time. Just wondering how other organizations solves this. We are a healthcare organization. Thanks!
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05-21-2025 06:04 AM
Good morning, Jason,
It is possible not to have resource plans on other task based records. Have you considered exposing the resource plan related list on appropriate records?
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05-21-2025 08:32 AM
Thanks for the reply! We attempted to use Enhancements from the agile side and have RPs show up there which we can do and the move over from the Demand but won't show on the allocation dashboard.