Project resource requests should be regularly aligned to the project schedule to ensure that:

• Resource demand reflects actual delivery requirements
• Approved allocations remain achievable
• Variances between planned and committed work are managed proactively

If there is a significant difference between:

• Resource Plan (Committed work), and
• Project Schedule (Task assignments)

you may need to:

• Optimise the schedule
• Adjust scope
• Reallocate resources
• Renegotiate timelines or resource availability

Where This Is Performed

• Project → Resource Plan

Understanding the Alignment

The Resource Plan provides three key views of effort:

• Scheduled (S) – read-only values from the Project Schedule (Tasks)
• Proposed (P) – requested demand defined by the project manager
• Committed (C) – approved allocations provided by resource managers

👉 Alignment means ensuring that:

• Proposed demand reflects the Scheduled effort, and
• Committed allocations support deliverable timelines

Aligning Resource Requests to the Schedule

1. Navigate to Project → Resource Plan
2. Review the Scheduled (S) column for each time period
3. Adjust the Proposed (P) column to align with the scheduled effort

You may need to:

• Increase or decrease effort per period
• Extend or shorten the duration of requests
• Rebalance effort across time periods

Updating Resources

If required, you can adjust the resources involved:

Replace a Resource

1. Click the ellipsis (…) next to the resource
2. Select Change Resource
3. Search and select the replacement
4. Adjust proposed values as needed

Add Additional Resources

1. Use the Add a Resource search box
2. Select:
3. • Generic role, or
   • Named resource
3. Enter effort in the Proposed (P) column

This may be necessary when:

• Additional capacity is required
• Work needs to be split across multiple resources

Submitting Updated Requests

After making changes:

• Click Submit and Save

This will:

• Re-submit updated demand
• Notify the relevant resource manager
• Trigger re-evaluation of allocations

Important:
Any updates to Proposed values reset them to Draft, so they must be re-submitted to be processed.

Reviewing Committed Allocations

Once resource managers review the updates:

• Validate allocations in the Committed (C) column

You will see:

• Dark text → Fully fulfilled (committed work matches demand)
• Red text → Unfulfilled or partially fulfilled

👉 These indicators help you identify where further alignment or discussion is required.

Using Shift Resource Request

Tip:
You can use Data → Shift Resource Request to move all draft proposed effort across time by selecting a new From and To date.

• This is useful when:
• • Project schedules shift
  • Work needs to be realigned quickly

Important:
Shifted requests must be submitted again for fulfilment.

How This Impacts Delivery

Aligning the Resource Plan ensures:

• The project schedule is achievable based on approved capacity
• Resource commitments are realistic
• Variance between planned and approved effort is minimised

Key Considerations

• Alignment is an ongoing activity, not a one-time task
• Changes in scope or schedule should trigger a review of the Resource Plan
• Differences between Scheduled, Proposed, and Committed indicate risk
• Resource availability constraints may require negotiation or re-planning

Tips

• Regularly compare Scheduled vs Proposed vs Committed
• Re-submit requests after any changes
• Use additional resources or split allocations where necessary
• Engage resource managers early when conflicts arise