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Resource Management in PlanCore helps teams organize people, understand availability, and maintain the planning information needed for accurate scheduling, forecasting, and reporting.
At a glance: Use this section to manage resources, group them into teams, and maintain individual resource details such as capacity, rates, holidays, and profile settings.
What you can manage
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Resources: View and search available resources, review key profile information, and switch between grid and list views.
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Teams: Organize resources into teams, assign team leaders, manage membership, and configure team-level permissions.
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Resource profiles: Maintain individual resource information, including capacity, rates, holidays, profile details, and settings.
Resource management areas
|
Area |
Purpose |
Typical actions |
|---|---|---|
|
Resources |
Find and review people available for planning and delivery work. |
Search, filter, view profiles, and review resource attributes. |
|
Teams |
Group resources to support team-based planning, access, and reporting. |
Create teams, assign leaders, add or remove members, and manage permissions. |
|
Resource profiles |
Maintain the planning and personal details used for each resource. |
Adjust capacity, rates, holidays, profile information, and preferences. |
How the information is used
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Scheduling: Capacity and holiday settings help teams plan work against realistic availability.
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Cost and billing: Rate information supports cost estimates, billing calculations, and financial reporting.
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Team planning: Team membership and leadership assignments support coordinated delivery and oversight.
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Reporting: Consistent resource and team data improves utilization, workload, and performance reporting.