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Administrator Guide
Last Updated: 2023-06-23
Concept: Resource Plans on Projects and Project Hierarchies

Concept: Resource Plans on Projects and Project Hierarchies

You can create resource plans for:
  • Projects.
  • Primary project hierarchies.
We recommend that you create:
  • A
    unique
     resource plan for each project when your resource plans differ between projects.
  • A
    shared
     resource plan for the project hierarchy when the projects on the same hierarchy always use the same plan. This configuration reduces work effort, since all the projects on the hierarchy inherit this plan.
    Project managers must have a role on the project hierarchy to create a shared resource plan.
These principles apply to resource plans:
  • When you create a new project, you can:
    • Inherit a preconfigured resource plan from the project hierarchy.
    • Select a preconfigured template for the resource plan.
    • Manually create a new resource plan.
  • When a project uses a resource plan at the task-resource level, you can't remove the plan from the hierarchy.
  • When a project in the hierarchy uses an inherited resource plan, you can't add another resource plan to the project hierarchy.