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Locate the Resource Planner

Last update: Thu Aug 18 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can use the Resource Planner to manage the allocation of your resources to projects. You can access the Resource Planner for multiple projects at the same time or for one project, from the project’s Business Case area.

Access requirements

You must have the following:

Adobe Workfront plan*
Pro and higher
Adobe Workfront license*
Access level configurations*

View access or higher to Resource Management

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

View permissions to projects and users

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

Ensure that all prerequisites for accessing and working with the Resource Planner are met before starting to use it. This way, you ensure that the Resource Planner displays the correct information before you start budgeting your resources.

For information about Resource Planner prerequisites, see Get started with Resource Planning.

Locate the Resource Planner

You can locate the Resource Planner in two areas of Workfront, depending on whether you want to budget your resources for multiple projects, or for just one project.

Use the Resource Planner for multiple projects use-the-resource-planner-for-multiple-projects

When using the Resource Planner for multiple projects, the allocation numbers for your resources represent numbers across multiple projects.

To access the Planner section in the Resourcing area:

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  2. Click Resourcing. The Planner displays by default. For information about budgeting resources in the Resource Planner, see the article Budget resources in the Resource Planner using the Project and Role views.

  3. Hover over the left panel, and click Resource Pools.
    For information about creating resource pools, see Create resource pools.

Use the Resource Planner for one project use-the-resource-planner-for-one-project

When using the Resource Planner for one project, the allocation numbers for your resources represent numbers for the selected project.

  1. Go to a project you want to budget resources for.

  2. Click Business Case in the left panel.

  3. Scroll to the Resource Budgeting section of the Business Case.

  4. Click Edit Resource Budgeting to add resource pools to your project and start budgeting your resources.

    note tip
    TIP
    You can only add a resource pool in the Resource Budgeting area of the Business Case when the project has no resource pools associated with it. When the project already has a Resource Pool, the users in the pool and their job roles display in the Resource Budgeting area by default.

    For information about budgeting resources for one project, see the article Budget resources in the Business Case.

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