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Excerpt
hiddentrue

convert your task plan into scheduled resources or view how your plan matches your available resources

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Info

The resource plan tab is the bridge between a Task Plan and your Scheduled Resources. This is a two-way bridge. In one direction you convert a task plan into scheduled resources. In the other direction, you view whether your plan fits your available resources. The bridge exists because Projector scheduling is less granular than task planning. For example,

  • Scheduling - Kate is booked for 8 hours
  • Task Planning - Kate needs to work 5 hours on task Y and 3 hours on task Z

The latter example is more specific. When you cross the bridge from task hours to scheduled hours, some level of detail is lost.


Tip
titleAdditional Resources
  1. In the Topic of the Day: Managing Projects in Projector Webinar, we provide a general overview of the task management and detailed budgeting features within Projector. (go to 15:34)

This tab is reached from the Task Planning tab of the Project Editor

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When using the action in the Task Planning > Resource Plan tab to Request or Book hours from task hours, Projector will use this setting of whether you're looking at task hours planned or task hours remaining to create a request or a booking. That is, in the example above, when you use the action to translate task hours into requested or booked hours, Projector will request or book 40 hours for the second week if you're using task hours planned or 20 hours for that week if you're viewing task hours remaining.

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