Designing Resourcing Plan Template

Published on June 15, 2026 QuoteX

PSC Resourcing Plan Templates

PSC Resourcing Plan Templates automate role assignments and effort calculations within a project timeline. Subject Matter Experts (SMEs) can ensure that whenever a "Core Resource" is added to a project, secondary roles such as Project Management, QA, or Technical Oversight are automatically scaled and allocated based on predefined logic.

Key benefit: Automate role assignments and boost accuracy, streamlining Scope Details, Timelines, and role allocations across project scenarios.

Overview

Manually inputting effort for every role in a complex project is time-consuming and prone to error. Resourcing Plan Templates streamline this by using the hours specified for a core resource to generate the required secondary roles, ensuring precise role assignments across various project scenarios.

You can create, modify, and duplicate multiple Resourcing Plan Templates to suit different project scenarios, improving both accuracy and flexibility in managing resource allocations.

Create a Resourcing Plan Template

1. To create a new template, click '+ New Resourcing Plan Template' from the Resourcing Plan Templates tab drop down.

   

   Creating a new Resourcing Plan Template from the tab drop down.

2. Give the template a Name, Description, and mark it 'Active' or 'Inactive.' Only Active templates are available to apply to timelines.

   

   Entering the template name, description, and Active status.

3. Click 'Save.'

Tip: Only templates marked Active can be applied to timelines. Mark a template Inactive to retire it without deleting it.

Add Effort Rules to a Resourcing Plan Template

After saving the new template, you arrive on its summary details page.

1. Click the 'Decision Rules' tab to add rules to the template.

   

   The Decision Rules tab on the template record.

2. Click 'New' to begin adding derived effort rules to the template.

   

   Adding a new derived effort rule.

3. Define the effort rule, starting by adding the role name.

   

   Entering the role name for the rule.

4. As you define the rule, select Names, Roles, and Level data in each field from your predefined value sets.

5. Specify the percentage of time allocation relative to the "core resource."

   

   Setting the percentage, reference role, and phase.

6. Select 'Always' from the 'Include When' drop down.

7. Click 'Add' to continue adding roles.

8. When all necessary effort details have been added, click 'Save.'

Example: To make the effort of a Senior Business Analyst equal 50% of the Developer's effort during the Design Phase, enter '50' in the percentage field, set 'Developer' as the reference role in the 'OF ROLE' field, and set 'Design' in the 'OF PHASE' field. The Senior Business Analyst's effort then dynamically adjusts to 50% of the Developer's effort in that phase, using the defined "core resource."

Add Rules for Additional Roles and Phases

Repeat the steps above to establish derived effort rules for additional supporting roles connected to the core roles, and across the various project phases.

A template with derived effort rules across multiple roles and phases.

Manage Your Resourcing Plan Templates

1. After adding templates to the library, click the 'Resourcing Plan Templates' tab to see your template list.

2. Click the Resourcing Plan Template Name you wish to view or edit to see the summary details for the template group.

3. Click the 'Decision Rules' tab to view and edit the template details.

Reminder: If a template does not appear when applying to a timeline, check that it is marked Active.

Knowledge Article Number: KA-00018