Resource table description.

Resource scheduling form.

Scheduled resources subordinate table, with details for allocation.

A Resource Planning Document is an internal document that lists all materials, equipment, and other resources needed for a project stage along with their quantities, prices, and suppliers. Its purpose is to plan these needs so that resources are properly scheduled, and the project runs without delays.

How to create

a) Requisition

The resource planning document can be generated from the requisition document using the Generate Option.

b) Purchase order (Hired Resources)

It can also be created using the Generate option in the purchase order document for hired resources.

c) Project Costing →  Project Management documents →  Resource Planning document.

Transaction Type

The Transaction Type field determines how the Resource Planning Document is intended to be used in terms of planning duration and detail.

The two available options are Long-term Planning and Period Planning

Long-term planning is used when resources are needed over an extended period, such as several months or the full length of a project. It provides a high-level view of future resource needs, this type of planning focuses on estimating and organizing resources in advance rather than detailing period-by-period usage.

Period Planning focuses on organizing and allocating resources for a limited, specific period, such as daily, weekly, or monthly intervals. It addresses immediate operational needs, ensures the right resources are available at the right time, and supports detailed scheduling and day-to-day execution of tasks.

Resource type

• Fixed asset resources refer to equipment, machinery, or tools used in a project. Including this type of resource in documentation helps plan and schedule its use while confirming availability. Fixed asset resources may be either company-owned or hired from an external supplier.
• Employee resources are individuals who contribute to a project. They are used for labor planning, tracking work hours, and calculating costs. Employee resources can consist of internal staff or externally contracted personnel.

Hired Resources

A hired resource refers to employees or equipment obtained from an external source. When the hired resources feature is activated, extra fields become available, including purchase orders, company, and contracts. These fields are used to provide the following information:

• Purchase Order (PO) - This is used to identify the purchase order under which the resources to be procured or hired are requested.

• Company - It is used to specify the external company providing the resource.

• Contract - Details the agreement that outlines the resource’s work and duration.

How to create Hired Employee/Fixed assets

Go to Company Master Data and check the hyperlinks under the company name: Hired Employees and Hired Fixed Assets. Click the appropriate hyperlink.

• Hired employees

Folder - Groups employees by department or category

Code - Unique system-generated ID for tracking and references

Individual - Short name or identifier for quick search

Full Name - Legal name used in documents and reports

Hired Resource - Marks active employees for hiring. If unchecked, it redirects to the company employee creation page

Company - Legal entity or branch the employee belongs to

Position - Job title or role

E-mail - Employee contact detail (email)

• Hired Fixed asset

Folder - Folder to group the asset.

Status - Indicates the asset’s stage, e.g., New, Construction in Progress or Construction is complete.

Description - Short label or name of the asset.

ID - Unique system-generated identifier.

Type - Accounting classification.

Category - Sub-classification under the asset type.

Hired Resource: Company - Shows which entity owns the asset.

Use Scheduling - Marks if the asset is linked to usage planning.

Resource Scheduling