You can use the Resource Plan to assign people with the requisite skills to each Project. You can view Resource capacity, filter your Resources, and assign the work in one place.

Navigate the Resource Plan

1. Group rows. The left-hand side lists your group rows. What they contain depends on the Grouping you choose: By Project, By Resource, By Role, or By Team.

2. Resource capacity and Bookings. The calendar-like view in the middle shows capacity and Bookings. What each row shows depends on your Grouping. When you group the plan By Project, each Resource row lists that Resource’s Bookings on the Project. Precursive reports the Bookings in the unit you choose under Settings > Booking Unit (hours per day, in this example).

When you group the plan by Resource, Role, or Team, each row also reports capacity in two layers: granular capacity per day (1), and a blended weekly or monthly average (2).

Expand a Resource with the drop-down arrow beside their name to view their Bookings and Project assignments. Hover over a capacity bar or Booking to view more detail.

3. Time Frame. Select the relevant button to view weekly, monthly, or quarterly capacity for your Resources.

4. Settings. Select the cog to change Grouping, Booking Unit, Show as, and Utilization Range.

5. Add Booking or Request. Select this to create a Booking for a Resource, or a Resource Request for a Role.

6. Show. In the filter panel, choose whether the plan lists assigned Resources, open Resource Requests, or both. See Show assigned Resources and Resource Requests below.

7. Filter. Use the filter to find the Resources that match a Resource Request.

Manage Bookings on the Resource Plan

To learn more about Resourcing Modes, see Resourcing Modes.

Add a Booking or Resource Request

1. Select Add Booking or Request.
2. Select Participant to create a Booking for a specific Resource, or Request to add a Resource Request for a Role. You assign the Resource Request to a specific Resource at a later date.
3. Fill the relevant fields in the window that opens:

   1. Resource, if you select a Participant.
   2. Project.
   3. Role.
   4. Start Date and End Date.
   5. Booking Mode.
   6. Total Hours, Hours per Day, or Total Days. Total Days is available for Resource Requests only.
   7. Status.
   8. Non-Working Days. When you select this, the Booking creates planned time on non-working days, for example, weekends and time-off days such as national holidays. When you leave it clear, Precursive assigns the time to working days only.

Edit a Booking

1. Right-click a Booking.
2. Select Edit.
3. Make your changes, for example the dates, the number of hours or days, or the status.
4. Select Save.

You can also move, reassign, or delete a Booking from its right-click context menu.

Edit Bookings in bulk

You can modify the time or the status on multiple Bookings at once.

1. Press and hold Ctrl on Windows, or Control on macOS.
2. Select the Bookings you want to edit.
3. Right-click one of them and select Edit selected.

To edit the time, select the Booking Mode first (1) to unlock the time value field (2): Total Hours, Total Days, or Hours Per Day.

Once you select Save, Precursive updates the Bookings it can edit.

Delete Bookings in bulk

1. Press and hold Ctrl on Windows, or Control on macOS.
2. Select the Bookings you want to delete.
3. Right-click one of them and select Delete selected.
4. To confirm, select Delete in Delete bookings.

Split a Booking

Split a Booking by days, then move one part to a different start date. Use this when a Resource is overbooked. You can edit each part separately, change its hours or duration, and reassign it.

1. Right-click the Booking and select Split.
2. Choose a date for the Booking to split.

Add a Quick Booking

Precursive populates a Quick Booking with the Resource’s assigned working hours, which saves time.

1. Select the quarterly view.
2. Double-click the week you want.
3. In the Booking window that opens, check the details and enter the number of hours if Precursive has not assigned them already.
4. Select Save.

Repeat Bookings

1. Identify the Booking you want to repeat.
2. Right-click the Booking.
3. Select Repeat.

In the window that opens, choose one of the options.

The number of intervals required and the frequency of the repeat, weekly or monthly. For example, to repeat a Booking once a week over a 5-week period, select 5 under How often and Weekly under Frequency:

The end date and the frequency of repeats:

See the Tasks behind a Booking

A Booking shows the hours a Resource commits to a Phase, not which work those hours go toward. Hover over a Booking to view that.

The popover shows:

• The Project and the Phase, each as a link that opens the record in a new tab.
• The Booking start and end dates.
• The planned time and the Booking status.
• The Project Tasks that make up the Booking, with their list and duration.

The popover shows No Tasks to display when no Task matches the Booking: on Booking Mode Phases, and when someone reschedules a Task outside the Booking dates.

⚠️ Warning: Task Resourcing Mode. Precursive builds the Bookings on a Task-based Phase from its Project Tasks, so you cannot move or resize those Bookings on the Resource Plan. If you try to move one, Precursive returns a message telling you to edit the Tasks instead.

Use the popover to reach the Task that drives the Booking, and change the Task dates there. The Resource Plan reflects the change.

Manage Resource Requests

You can view which Resources are available and skilled to take on the upcoming work.

Assign Resources

1. Find the requests.

   1. Go to the Resource Plan and set Show to Unassigned to list open Resource Requests on their own, or Both to view them alongside assigned Resources.
   2. Select the All Resource Requests public filter to go straight to open Resource Requests with no filter criteria applied.
   3. Expand the Resource Request you want to fill.
   4. Select Assign. The row stays highlighted while you work on it.
   5. Add further criteria in the filtering pane that opens on the right.
2. Use the filter to find people who match the criteria from the request, for example a Consultant with Prince2 expertise.

   1. Select Add filter in the filtering pane under the relevant object.

2. 2. Select the Field, Operator, and Values in the window that opens to define your filtering criteria, for example, Resource Role = Consultant, or Tags = Prince2.

2. 3. Select Apply at the top of the filtering pane.

3. Assign your request to the selected person.

   1. In the window that opens at the bottom of the page, review the list of filtered Resources and identify the person who is available to do the work. The stripe indicates their capacity and availability.
   2. Next to the Resource, select Select to make the assignment.

Use Proximity Search

When your teams work across a country or the world, travel drives costs, Project outcomes, and your team’s work-life balance. With Proximity Search, you can find which employees are closest to a Project site.

1. Go to the Resource Plan and set Show to Unassigned to list your open Resource Requests.
2. Select Assign next to one of the requested Roles.
3. In the filtering pane that opens on the right, under Distance, select Add filter and fill in the relevant information:

   1. For Field, select Distance.
   2. For Operator, select less than or greater than.
   3. For Value, enter a number.
   4. For Unit, select km or mi.
4. Select Done > Apply at the top of the filtering pane.

To view the distance in Google Maps, select the drop-down icon next to a Resource name > Show the distance.

Once you find the Resource you want, select Assign next to their name to book them for that Project.

Show assigned Resources and Resource Requests

The Resource Plan lists assigned Resources and open Resource Requests in the same view. The Show selector in the filter panel controls which rows appear:

• Assigned. The plan lists the Resources assigned to work. This is the default for the standalone Resource Plan.
• Unassigned. The plan lists open Resource Requests that hold no Resource yet.
• Both. The plan lists assigned Resources and open Resource Requests together. This is the default when the Resource Plan sits on a Project or Phase record page.

Work with Resource Requests

• A Resource Request appears as its own row, labeled with the requested Role (1). A Resource Request with no Role shows No Role (2).
• Resource Request rows carry no availability bar, and Precursive does not count them toward capacity or availability in any grouping.
• Select Assign (3) on a Resource Request row to open the assign flow and choose a Resource.

When you group by Role or Team, a Resource Request takes its Role from its Participant and its Team from its Phase, so Precursive places Requests alongside Resources rather than in a separate group.

Group the Resource Plan by Project

When you group the Resource Plan By Project, it lists each Phase first and nests that Phase’s Participants underneath, so you can review staffing for a specific engagement.

• Each row is a Phase. The row label combines the Project name and the Phase name, so a Project with three Phases produces three rows. The second line of the row carries the Phase date range.

• The bar on a Phase row spans its Bookings. It runs from the first Booking start date to the last Booking end date on the Phase. Hover over the bar to view those two dates alongside the Phase range and the Project range.

• Expand a Phase to load its Participants. The plan lists the assigned Resources and, under a Show selection of Unassigned or Both, the open Resource Requests on that Phase.

• Use the row actions to work with the record. From a Phase row, you open the Phase or the Project.

From a Participant row, you can open or edit the Participant, delete them from a Project, and run Magic Assign on a Task-based Phase or Reassign Bookings on a Booking-based Phase.

• Precursive excludes Archived Projects. A Phase appears when it holds at least one Participant and its work falls inside the time horizon. See Set the time horizon below.

Open the Resource Plan from a Project or a Phase

The Resource Plan reads the record page it sits on:

• On a Project record page. The plan opens grouped By Project, listing every Phase on that Project.

• On a Phase record page. The plan opens grouped By Project, listing that Phase alone.

In both cases, the plan opens with Show set to Both. Every grouping stays available, and you can switch at any point.

Filter Resources on the Resource Plan

Use filters to check the capacity of a specific group of Resources, and to find the right people when you fill a Resource Request. You can filter by:

• Resource
• Resource Skills
• Project
• Phase
• Participant

Apply a filter

1. Select the filter icon to the right of the Resource Plan.
2. Select the criteria you want to filter by.
3. Select Apply.

Precursive combines multiple Resource Skills criteria with includes, so a Resource matches only when it holds every skill you name.

Resource and Resource Skills criteria describe a Resource. A Resource Request holds none, so Precursive excludes Request rows while either criterion is active, under any Show option.

To include Participants whose Bookings fall outside the horizon, switch the Show Participants Without Bookings toggle. See Set the time horizon below.

Save a filter

Save your most common searches as Private Filters, visible to you alone.

1. Apply your preferred filter.
2. Select Save As at the top of the filter panel.
3. Name your filter, then select Save.

Your filter is now available from the filter search bar.

A saved filter stores your Show selection and toggle settings alongside the criteria, so Save, Save As, and Mark this view as my default reproduce the view you built.

If a filter suits the rest of your team, ask your Salesforce Admin to Set up Public Filters. Public Filters reach every Precursive user with access to the Resource Plan.

Precursive provides two Public Filters that need no setup, neither applying criteria: All Resources opens on assigned Resources, and All Resource Requests on open Resource Requests.

Change capacity and Booking views

The Resource Plan offers several ways to view your team’s capacity and availability, so you can see how Bookings affect workload over time and identify spare capacity or overbooked people.

Edit capacity and Booking views

Set the capacity display

From the Resource Plan, select the Settings cog, then Show as. Precursive displays capacity as:

• Planned Utilization %

• Available Hours

The red bar indicates that the Resource is overbooked. The dark green bar shows that a Resource is booked at 100% capacity. The teal bar indicates available capacity.

Set the Utilization Range

From the Settings cog, select Utilization Range to choose the period Precursive averages over. The average follows your Show as selection. Two examples:

Average weekly capacity:

Average monthly capacity:

Set the Booking Unit

From the Settings cog, select Booking Unit to view Bookings in their original time unit, in total hours, in total days, or in hours per day. Your selection applies immediately.

Set the time horizon

The Resource Plan covers a fixed window around today. By default, it reaches 2 weeks back and 52 weeks forward, and you cannot scroll past either boundary.

If you are an administrator, you can set both values in Precursive HQ > Plan View Settings, under Backward Time Horizon (weeks) and Forward Time Horizon (weeks).

The time horizon decides which rows the plan lists, not only which dates you can scroll to. A Phase appears when a Participant’s timeframe overlaps it. Precursive builds that timeframe from the Phase dates and the Participant’s Bookings: it runs from the earlier of the Phase start date and the first Booking, to the later of the Phase end date and the last Booking.

Show Participants Without Bookings

By default, the Resource Plan lists only Participants that hold a Booking inside the time horizon. A Participant whose work finished before the horizon, or starts after it, stays hidden.

Select Show Participants Without Bookings in the filter panel to list those Participants as well. The toggle applies under every Show selection and every grouping.

The two toggles address different needs:

• Show All Bookings. The plan lists every assignment a visible Resource holds, including the ones your filter criteria exclude. Precursive deactivates this toggle while Show is set to Unassigned, and keeps your saved value for when you switch back.
• Show Participants Without Bookings. The plan lists Participants that hold no Booking inside the time horizon.

Set Resource Plan load limits

The Resource Plan loads what you ask to view rather than the whole plan at once, so the view opens while large volumes of Bookings stay on the server.

If you are an administrator, you can set load limits in Precursive HQ > Resource Plan Performance Settings. Groups to Load sets how many top-level groups load, and defaults to 50. Rows to Load per Group sets how many rows load inside each group, and defaults to 25. The group type follows your grouping: Phases under By Project, Resources, Roles, or Teams otherwise.

Load more rows

The Resource Plan loads rows in pages. Select Load more at the bottom to bring in the next set of top-level groups. The counter at the top left reports how many groups you have loaded, such as 5 of 7.