FAQ: How do I configure the automated Resourcing Plan Templates?

1. Create the Template

• Navigate to the Resourcing Plan Templates tab and select "+ New Resourcing Plan Template" from the dropdown menu.
• Provide a Name and Description for the template.
• Ensure the template is marked as 'Active' so it can be applied to project timelines.
• Click Save.

2. Define Decision Rules

Once the template is created, you must define the logic for how effort is calculated:

• Click on the 'Decision Rules' tab within the template details.
• Click 'Add' to begin creating a new derived effort rule.
• Select the Role Name, Resource Role, and Resource Level from your predefined value sets.

3. Configure Calculation Logic

• Percentage: Input the desired percentage of time allocation relative to your core resource (e.g., enter '50' for 50% effort).
• OF ROLE: Designate the "core resource" that serves as the reference for the calculation (e.g., 'Developer').
• OF PHASE: Specify the project phase where this rule applies (e.g., 'Design').
• Include When: Select 'Always' from the dropdown menu.

4. Save and Manage

• Click 'Add' if you need to continue adding rules for multiple roles or phases, then click Save when finished.
• You can view, edit, or duplicate these templates later by accessing the Resourcing Plan Templates tab and selecting the specific template name.

By using these templates, the system automatically generates required roles and hours in your quotes based on the hours specified for your core resource, improving both precision and efficiency.