Pular para o conteúdo principal

Resource Pool Management

A professional schedule is only as good as the resources assigned to it. MSP Planner uses a sophisticated resource pool model that allows you to combine your organization's official directory with temporary, project-specific resources.

Resource Pool

System vs. Project Resources​

To maintain data integrity while allowing flexibility, MSP Planner distinguishes between where a resource originates.

1. System (Corporate) Resources​

System resources are linked directly to your organization's identity provider (e.g., Jira User accounts, corporate directory).

  • Source of Truth: Their master data—such as full name and email—is owned by the system. This prevents inconsistent naming across different schedules.
  • Automated Actuals: Because they are linked to real users, MSP Planner can automatically pull their posted Jira worklogs to show "Actual Work" vs. "Planned Work."
  • Governance: System resource details are read-only within the timeline to ensure consistency with the corporate directory.

2. Project Resources​

Project resources are created locally within the specific schedule.

  • Use Case: Use these for external consultants, vendors, or "TBD" roles (e.g., "External QA Auditor") that don't exist in your corporate directory.
  • Flexibility: You have full control over the name and properties of project resources.
  • Local Scope: These resources exist only within the current schedule and are not visible to other projects.

Managing the Pool​

Adding Resources​

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

  • Search and Attach: Find and attach a System Resource from your organization's directory.
  • Inline Creation: Quickly create a Project Resource by typing a name and clicking "Create."

Organizing the Resource View​

The resource pane is designed for rapid review and organization:

  • Drag-and-Drop Reordering: You can drag resource rows up or down to group them by team, seniority, or specialty.
  • Filtering by Task: Select tasks in the top pane to instantly filter the resource pool to show only the people assigned to those specific tasks.
  • Team Mode: Switch the view to "Team Mode" to select specific resources and see exactly which tasks in the project they are responsible for.

Resource Assignments​

Assigning a resource to a task is more than just a link; it's a commitment of capacity.

  • The Assignment Grid: In the bottom pane, you can assign resources to tasks by interacting with the grid.
  • Allocation Units: You can specify the Units (percentage of time) a resource is dedicated to a task. For example, setting a resource to 50% means they spend half of their available working hours on that specific activity.
  • Symmetry: When you assign a resource in the grid, the task's work and duration are automatically recalculated based on the selected Scheduling Mode (Fixed Work, Duration, or Units).