Creating & Updating Resource Plans (Budget, Forecast & Snapshots)

The Resource Planning module is the engine room for your project budget and forecast. The new interface allows you to manage three distinct data sets, visualized as lines on the chart:

1. Green Line (Actuals): Locked data coming from timesheets.

2. Blue Line (Budget/Baseline): Your original approved plan.

3. Red Line (Forecast): Your current "Estimate to Complete" (ETC) .

   
   

Creating the Budget (Blue Line)

The budget represents your baseline.

• Import from Excel: You can import a budget using a matrix structure (Row per Person/WBS, Columns for Hours by Date) via the copy/paste feature .

• Manual Entry: You can manually key in hours against resources or classifications.

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Creating the Forecast (Red Line)

The forecast represents your remaining work.

• Copy Budget: If the project has yet to start, you can use the "Copy Budget" option in the sub-navigation to instantly populate your forecast with the budget figures.

• Manual Adjustment: As the project progresses, you update the Red Line to reflect reality (e.g., adding more hours to a task that is running late).

  
  

Snapshots (Re-baselining)

If the scope changes significantly, you may need to update your baseline.

• Rebaseline Feature: Use the Rebaseline feature in the Resource Planning tool. This takes a "snapshot" of your current Actuals + Forecast and saves it as the new Baseline (Blue Line). This allows you to track performance against the new approved plan going forward.