Project Management

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    Balakrishna Chaturvedula
    Resource Mandatory for Budget Planning
    Topic posted May 23, 2019 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Project Contracts, Project Management, Project Planning, Budgeting, & Forecasting 
    53 Views, 2 Comments
    Resource Mandatory for Budget Planning
    Resource Mandatory for Budget Planning


    We intend to use PPM Budgets and Forecasts functionality. I see that the planning resource is now mandatory. This is really throwing our numbers off due to unplanned actuals. Is there a way we can ignore resource while planning. In EBS, I could mark the Planning resource list as None. How do I achieve this in Cloud?

    Thanks, Bala.



    • Aditya Ranjan Dey


      You have to assign a planning resource for budget lines. Line amount can't be entered without assigning planning resource to it. But your question is very valid and this is a common concern I have seen for multiple clients.

      Therefore in Resource Breakdown Structure, you can only select Resource Class and out of 4 resource classes, you can use "Financial Resources" only. You can't disable or delete the other 3 Resource Classes (Material, labor and equipment), but you can name them as "Do Not Use <Resource Class Name>".

      By that way, client can identify just one planning resource while assigning it in budget and will not use any other. Of course, there is change management involved. And for Budget Conversion, you can just use Financial Resources for all your budget lines. 

      Let me know if it helps. 

      Thanks & Regards,