Budget resources in the Resource Planner using the Project and Role views

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Resourcing.

The Planner displays by default.

(Conditional) Select the View by Project view.

Expand the projects and the job roles to manage the allocation for the project, job roles, or users.

To budget allocation for users do one of the following:

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the users.

• Click the More menu for the job role of the user, then click Set Users’ Planned Hours as Budgeted.
  The Budgeted Hours of each user are calculated using the following formula:

  User Budgeted Hours = User Planned Hours

To budget allocation for job roles, do one of the following:

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the job role.

  note note
  NOTE
  The Role Budgeted Hours are added to the Project Budgeted Hours.

• (Conditional) If you have budgeted hours for users, click the More menu for the job role, then click Total Users’ Budgeted Hours for Role.
  The Budgeted Hours for each role are calculated using the following formula:

  Role Budgeted Hours = SUM(User Budgeted Hours)

• Click the More menu for the project, then click Set Roles’ Planned Hours as Budgeted.
  The Budgeted Hours for each role are calculated using the following formula:
  *

  Role Budgeted Hours = Role Planned Hours

  note note
  NOTE
  The Role Budgeted Hours are added to the Project Budgeted Hours. Users can be budgeted for both Primary and Other (or secondary) Roles. The Percentage of FTE Availability for the roles of the user must be a number different than 0% for the Available Hours to display a value in the Resource Planner for a job role. If a user is associated with a role with a 0% Percentage of FTE Availability, the Available Hours value is zero for that job role. In this case, the role might show a negative Net Value. For more information about the Percentage of FTE Availability for job roles, see the article Edit a user’s profile.

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the project. This distributes the number of Project Budgeted Hours to each role under the project. The following scenarios exist:

  • If the number of Project Budgeted Hours your specify equals the Project Planned Hours, the Role Budgeted Hours match the Role Planned Hours.
  • If the number of Project Budgeted Hours you specify does not equal the Project Planned Hours, the Role Budgeted Hours are distributed according to the percentage of Planned Hours needed for each role.
    For example, if a project has 20 Planned Hours, and they are distributed between two job roles (Consultant requires 12 Planned Hours and Engineer requires 8 Planned Hours), and you budget 30 hours for the Project, the hours are distributed as follows: the Consultant role receives 18 Budgeted Hours, and the Engineer role receives 12 Budgeted Hours.

To budget allocation for the project, do one of the following:

• Budget the roles under the project, as described in Step 7.
  The Project Budgeted Hours is calculated by the following formula:

  Project Budgeted Hours = SUM(Role Budgeted Hours)

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the project.
  This updates the Role Budgeted Hours, as described in Step 7.
  

Click Save.
After you budget your resources in the Resource Planner, the Budgeted Hours for your resources and any cost associated with them are listed in the Business Case of every project.
For more information about understanding the Resource Budgeting area of the Business Case, see the section “Resource Budgeting” in the article Overview of the Areas of the Business Case.

(Optional) Select the User view to notice any user overallocations or underutilization between the Available and the Planned Hours for each user. Budgeted Hours are not visible in the User view.

For information about how Workfront calculates a user’s availability, see Configure Resource Management preferences.

Click the Main Menu icon in the upper-right corner of Adobe Workfront.

Click Resourcing.

The Planner displays by default.

(Conditional) Select the View by Role view.

Expand the job roles and the projects to manage the allocation for the project, job roles, or users.

To budget allocation for users, do one of the following:

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the users.

• Click the More menu for the project, then click Set Users’ Planned Hours as Budgeted.
  The Budgeted Hours of each user are calculated using the following formula:

  User Budgeted Hours = User Planned Hours

To budget allocation for job roles, do one of the following:

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the job roles.
  This distributes the Role Budgeted Hours to the Project Budgeted Hours for the projects that you have access to manage.

• Click the More menu for the job role, then click **Set Projects’ Planned Hours as Budgeted.**The Role Budgeted Hours are calculated using the following formula:
  *

  Role Budgeted Hours = SUM(Project Budgeted Hours)

  *The Project Budgeted Hours are calculated using the following formula:

  Project Budgeted Hours = Project Planned Hours

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the projects listed under the job role.
  This adds the number of Project Budgeted Hours to the role.

To budget allocation for the project, do one of the following:

• In the BDG column, manually specify a number of budgeted hours, FTE, or cost for the projects.
  This also updates the Budgeted Hours for the roles under which the project is listed.

• Click the More menu for the job role, then click Set Projects’ Planned Hours as Budgeted.
  The Project Budgeted Hours are calculated by the following formula:

  Project Budgeted Hours = Project Planned Hours

  The Project Budgeted Hours are added to the Role Budgeted Hours.

• (Conditional) If you have budgeted the hours for the users, click the More menu for the project, then click Total Users’ Budgeted Hours for Project.
  The Project Budgeted Hours is calculated using the following formula:

  Project Budgeted Hours = SUM(User Budgeted Hours)

  

Click Save.
After you budget your resources in the Resource Planner, the Budgeted Hours for your resources and any cost associated with them are listed in the Business Case of every project.
For more information about understanding the Resource Budgeting area of the Business Case, see the article Budget resources in the Business Case.

(Optional) Select the View by User view to notice any user overallocations or underutilization between the Available and the Planned Hours for each user. Budgeted Hours are not visible in the View by User view.

Go to the .
For more information about accessing the Resource Planner, see the “Access the Resource Planner” section in the article Resource Planner overview.
A list of projects you can manage displays in the list.

(Optional) Expand each project to see a list of job roles associated with it.
Or

(Optional) Select View by Role, then expand each role to see a list of projects associated with it.

Hover over the name of a project or of a job role.

Click the More icon which displays to the far right of the project or role name.

Click one of the available options to automatically specify the amount of Budgeted Hours (BDG) for other objects.

Depending on whether you clicked the More icon on a project or a role, the options for budgeting in bulk differ. The table below illustrates the options available for projects and roles: