Project schedule tips

Schedule resources on a project up front and use placeholders.

Who can use this?

Plans:

  • Resource Management

Schedule up front

  • When you schedule a project fully at the beginning, you can gain real-time insight into its profitability. 

  • The cost of a fully scheduled project must be in line with the budget before it begins, so you're mapping the work plan for the project to the actual fee you estimated when you scheduled the project.

    • For example, if the budget is $96,000 and you schedule two people full-time for two months at $150/hour, the future scheduled amount should match the budget.
  • As your team reports their hours, you immediately see the impact on the forecasted budget.

Use placeholders

  • You can specify a role, like Visual Designer, or a department for planning before you've assigned people to tasks. You can set a bill rate for the placeholder.
  • Once you identify the right person, assign the project to them. 
  • If you assign more than one person, you can split the placeholder’s assignment and reassign each segment.