Project Portfolio & Resource Management
Switch resource planning methods
A workspace administrator previews the current and proposed methods for the same reporting period, reviews missing inputs, and explicitly confirms activation. Switching back is supported; tasks, allocations, approvals, baselines and saved exports are preserved.
Steps to follow
- 1
Administrators preview current and proposed methods for the same period, review missing inputs, then explicitly confirm activation. Tasks, allocations, approvals, baselines and previously saved exports remain unchanged. Switching back is supported. Method history records the actor and timestamp; each newly generated report labels its method.
- 2
Project availability is one shared ceiling across ALL projects. A 40-hour week at 20% availability provides 8 project-capacity hours, not 8 hours per project. Utilization of project capacity and utilization of total working time use different denominators.
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Only the active method supplies planned utilization. Separately entered forecast demand stays separate. None of these methods reports actual time worked or changes official project health.
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Method history records who changed the setting and when. Ask Signrretta provides guidance only and cannot change a planning method. Without authorized workspace context, it cannot identify your active method.