All CollectionsOperations ModuleResource Planning Resource Planning Help Articles for Resource Planning 15 articlesWhat Is Resource Planning (Project Planning)?Resource Planning helps teams visualize upcoming work, anticipate resource needs, and connect planning directly to scheduling.Resource Planning (Project Planning): Frequently Asked QuestionsThis article answers common questions about Resource Planning, called Project Planning in BusyBusy. These questions cover how project plans behave, how they interact with Scheduling, and what to expect when…Add Tasks to a Project PlanThis article explains how to add tasks to a project plan and manage their details.What Happens When Project Plans Change After SchedulingProject plans often change due to weather, delays, or shifting priorities. In Resource Planning, called Project Planning in BusyBusy, tasks can be updated after scheduling. BusyBusy then prompts you to…Scheduling Requests from Project PlanningWhen tasks are requested from Project Planning, they can be sent to BusyBusy Scheduling as requests. Schedulers can review work, assign employees and equipment, and approve schedules while keeping plans…Using Task Groups in Resource PlanningTask groups in Resource Planning — called Project Planning in BusyBusy — allow you to organize related tasks into a single phase of work.Using the Task 3-Dot Menu in Project PlanningEach task in Resource Planning, called Project Planning in BusyBusy, includes a three dot menu for quick access to actions. This menu lets you manage, adjust, and navigate tasks without…Permissions for Resource Planning (Project Planning)What permissions are needed for Resource PlanningUsing Task Group Templates in Project PlanningTask Group Templates in Resource Planning (called Project Planning in BusyBusy) allow you to save an entire phase of work, including multiple tasks and their sequence, so it can be…Adjusting Tasks and Timelines in Project PlanningThis article explains how to adjust tasks and task groups on the timeline.Using Task Templates in Project PlanningThis article goes over what Task Templates are, when to use Task Templates, and how to create and mange Task Templates.Requesting Employees and Equipment from Project PlanningThis article explains how to request employees and equipment from a project plan and what happens after a request is sent.Create a Project PlanThis article walks through how to create a project plan and explains the options available during setup.Understanding the Project Planning TimelineThis article explains how to read and use the Project Planning timeline.Export a Project Plan as a PDFProject Plans can be exported as PDF files, making it easy to share schedules with field crews, supervisors, project managers, and other stakeholders.