--- title: "Align project resource requests to the project schedule" url: "https://help.altus.pro/pt/article/align-project-resource-requests-to-the-project-schedule" language: "pt" last_updated: "2026-09-25T04:13:10.886Z" --- # Align project resource requests to the project schedule 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 4. 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. > **Tip:** > Resource Managers can review Proposed and Committed effort alongside capacity information using the Availability Heatmap before approving or adjusting allocations. * * * ## 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 ## Validate Demand Against Capacity Resource requests should not be aligned only to the project schedule. They should also be reviewed against organisational capacity. Before updating Proposed demand, consider: - Existing committed allocations - Resource availability - Current utilisation levels - Known leave or availability constraints - Competing project priorities - Future workload commitments The goal is to ensure that scheduled work can realistically be delivered using available organisational capacity. > **Tip:** > Use the Availability Heatmap and Resources Insights to validate whether proposed demand can be fulfilled before submitting updated requests. * * * ## Using Scheduled, Proposed and Committed Together Successful resource planning requires alignment between all three Resource Plan values. ### Scheduled (S) Scheduled effort represents the work currently defined within the project schedule. This reflects: - Planned task assignments - Forecast delivery effort - Expected workload ### Proposed (P) Proposed effort represents the demand being requested by the Project Manager. This reflects: - Required capacity - Planned resourcing needs - Future demand ### Committed (C) Committed effort represents resource allocations that have been approved by Resource Managers. This reflects: - Allocated capacity - Approved fulfilment - Confirmed availability > **Important:** > Alignment exists when Proposed demand accurately reflects Scheduled effort and Committed allocations provide sufficient capacity to deliver the scheduled work. * * * ## Review Resource Availability Before Realignment When making significant changes to the Resource Plan: - Review resource availability. - Review existing commitments. - Assess the impact on future planning periods. - Consider whether demand can realistically be fulfilled. Resource availability is influenced by: - Working calendars - Existing project commitments - Resource leave - Organisational availability settings Where named resources are already known, availability information should be reviewed before significantly increasing demand. * * * ## Use Availability Heatmaps During Alignment The Availability Heatmap provides a resource-centric view of: - Capacity - Proposed Demand - Committed Demand - Remaining Availability Use the Heatmap to: - Validate resource availability. - Identify overallocated resources. - Review future capacity constraints. - Assess the impact of proposed schedule changes. - Support resource allocation discussions. Availability Heatmaps can be filtered by: - Project - Resource - Department - Planning Period This helps resource demand be assessed within the broader context of organisational capacity. * * * ## Use Resources Insights to Support Resource Planning Resources Insights can provide additional information when aligning resource requests with the schedule. Relevant reporting includes: - Resource Availability - Capacity Trends - Utilisation Analysis - Resource Demand - Timesheet Compliance - Workforce Planning Metrics Reviewing resource performance and utilisation trends may help identify potential capacity risks before they affect project delivery. * * * ## 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 - Alignment should consider both project demand and organisational capacity. - Scheduled, Proposed, and Committed values should be reviewed together. - Resource availability may affect the ability to fulfil planned demand. - Availability Heatmaps can help identify capacity constraints before requests are submitted. - Resources Insights can help validate workforce capacity and utilisation trends. - Significant differences between Scheduled, Proposed, and Committed values may indicate delivery risk. - Resource planning should be reviewed whenever project scope, schedule, or priorities change. * * * ## 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 - Review resource capacity before increasing demand. - Compare Scheduled, Proposed, and Committed values regularly. - Use Availability Heatmaps to identify future resource bottlenecks. - Review utilisation trends before requesting highly utilised resources. - Re-submit requests promptly after changes are made. - Engage Resource Managers early when delivery requirements change. - Align Resource Plans whenever major schedule updates occur. - Use Resources Insights to support workforce planning decisions and resource forecasting.