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Resource Management

A realistic schedule depends on knowing exactly who is available and when. MSP Planner provides a professional resource management system that distinguishes between organizational directory resources and local project resources.

Resource Pool

The Resource Pool: System vs. Project​

MSP Planner recognizes that not every resource on a project comes from the same place. To handle this, the app uses two distinct resource types:

1. System (Corporate) Resources​

These are resources linked to your organization's directory or the Jira user database.

  • Identity: They carry a stable platform identity (e.g., Jira accountId).
  • Governance: Their master data (Name, Email) is read-only in the timeline because it is owned by the corporate directory.
  • Linkage: When you add a system resource, any worklogs posted by that user in Jira are automatically aggregated as "Actual Work" in your schedule.

2. Project Resources​

These are local resources created specifically for the current schedule.

  • Use Case: Use these for external consultants, subcontractors, or "placeholder" roles (e.g., "Lead Designer") before a specific person is assigned.
  • Governance: These are fully editable within the timeline.

Managing Your Resources​

Adding and Creating Resources​

You can populate your resource pool using the Add Resources control in the toolbar:

  • Search & Attach: Search the corporate directory to attach existing Jira users to your project.
  • Quick Create: Use the inline "Create" pattern to add a project-local resource instantly.

Resource Linkage to Jira Users​

To ensure your resource view is accurate, you can link a project resource to a real Jira user. This allows the app to pull in that user's actual worklogs and use their specific calendar for capacity checks.

Organizing the Pool​

To keep your resource view manageable, you can:

  • Drag-and-Drop: Rearrange the order of resources in the resource pane to group them by team or seniority.
  • Filter by Selection: Use the "Team Mode" in the resource pane to isolate specific groups of people and see only the tasks they are assigned to.

Assigning Resources to Tasks​

Assignments are the bridge between your tasks and your people.

  • The Resource Grid: In the bottom pane, you can assign resources to tasks by interacting with the assignment grid.
  • Allocation Units: When assigning a resource, you can specify the Units (percentage of their time). For example, assigning a resource at 50% means they spend half their working day on that specific task.
  • Capacity Check: As you assign resources, the resource histograms will update in real-time, showing you exactly where you have over-allocation (red zones) and where you have spare capacity.

Resource Analytics