FAQ: Effort Rules & Plan Templates

Q1: What is a Resourcing Plan Template?

A1: A Resourcing Plan Template is a predefined template that helps allocate resources efficiently in project scopes and timelines. By leveraging the hours for a "core resource" in Scope Details, these templates automatically assign roles based on defined rules, ensuring more accurate role assignments in quotes.

Q2: How does a Resourcing Plan Template improve efficiency?

A2: Instead of manually entering role effort in Scope Details and Timelines, Resourcing Plan Templates use rules to automatically calculate and allocate effort. This approach increases accuracy and allows you to quickly create, adjust, and reuse templates across different project types.

Q3: How do I create a new Resourcing Plan Template?

A3: To create a new template, go to the ‘Resourcing Plan Templates’ tab and select ‘+ New Resourcing Plan Template.’ Name your template, add a description, and mark it as ‘Active’ to make it available for use. Click ‘Save’ to complete the setup.

Adding Effort Rules to a Resourcing Plan Template

Q4: How do I add effort rules to my Resourcing Plan Template?

A4: After saving your template, you’ll be directed to the detail summary page. Go to the ‘Decision Rules’ tab and click ‘Add’ to start setting up derived effort rules.

Q5: What details are required when adding an effort rule?

A5: Define the rule by adding the role name and selecting values for Phases, Roles, and Levels from and to your predefined options. Enter the percentage of effort relative to a "core resource." as Allocation %. For instance, input ‘50’ if you want the Senior Business Analyst’s effort to be 50% of the Developer’s effort during the Design Phase. Choose ‘Developer’ in the ‘OF ROLE’ field and ‘Design’ in the ‘OF PHASE’ field to complete this rule.

Q6: What should I select in the ‘Include When’ field?

A6: Choose ‘Always’ in the current version from the ‘Include When’ dropdown to ensure the rule is consistently applied.

Q7: How can I add multiple roles and phases to the template?

A7: Click ‘Add’ to continue defining additional roles as needed. When all roles are set, click ‘Save.’

Managing Resourcing Plan Templates

Q8: Where can I find my saved Resourcing Plan Templates?

A8: Access the ‘Resourcing Plan Templates’ tab to view all templates in your library.

Q9: How can I view or edit an existing Resourcing Plan Template?

A9: Click on the template name to view or modify it. You’ll see the summary details of the template. Select the ‘Decision Rules’ tab to edit the effort rules for that template.