Create a Labour Plan

Creating a labour plan helps to visualise you labour and forecasting needs, and allows you to simplify project setup by bulk creating resource requests.

After you have created your labour plan and filled your resource requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt.

• Required User Permissions

• Only job titles available to the project will populate in the dropdown menu for requests.

You can create a labour plan from the following places in Resource Planning:

• Assignments Gantt

• Project Details

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt from the drop-down list.

3. Under the desired project, click the ellipsis , and select Create Labour Plan.

4. Enter the information for your labour plan
   Note: If you enter a number for maximum peak workers, the curve will try to not assign more than the entered number at the peak of the curve.

5. Select your labour curve.

6. Click Next.

7. If you selected a Custom Curve, click and drag the marker to the desired peak. Then click Next.

8. Under the 'Requests' section, enter the information for the resource requests.

   • Click the vertical ellipsis to add rows above or below, copy a row, or delete a row.

      Tip

     To see more rows at a time, collapse the 'Project Details' section.

9. Click Add Requests.

10. Click Save.

You can create a labour plan from the following places in Resource Planning:

• Project Details

• Assignments Gantt

Create a Labour Plan from Project Details

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select Project List from the drop-down menu.

3. Click the project.

4. Under 'Create Labour Plan' click Create.

5. Enter the information for your labour plan.
   Note: If you enter a number for maximum peak workers, the curve will try to not assign more than the entered number at the peak of the curve.

6. Select your labour curve.

7. Click Next.

8. If you selected a Custom Curve, click and drag the marker to the desired peak. Then click Next.

9. Under the 'Requests' section, enter the information for the resource requests.

   • Click the vertical ellipsis to add rows above or below, copy a row, or delete a row.

      Tip

     To see more rows at a time, collapse the 'Project Details' section.

10. Click Add Requests.

Create a Labour Plan from Assignments Gantt

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt from the drop-down list.

3. Under the desired project, click the ellipsis , and select Create Labour Plan.

4. Enter the information for your labour plan
   Note: If you enter a number for maximum peak workers, the curve will try to not assign more than the entered number at the peak of the curve.

5. Select your labour curve.

6. Click Next.

7. If you selected a Custom Curve, click and drag the marker to the desired peak. Then click Next.

8. Under the 'Requests' section, enter the information for the resource requests.

   • Click the vertical ellipsis to add rows above or below, copy a row, or delete a row.

      Tip

     To see more rows at a time, collapse the 'Project Details' section.

9. Click Add Requests.

10. Click Save.