You use planning resource lists to plan the cost and effort of a project. You can define the resource needs at a high level, such as indicating that you need an organization or supplier involved in the project. You can also define your resource needs in a more granular form such as specifying a particular team role, a particular person, or even a specific financial element.

Defining a planning resource list
You use planning resource lists for project, task assignment, and financial planning.

A planning resource can represent any of the following:

• A single identified resource such as a named person (Amy Marlin), or a specific piece of equipment or nonlabor resource such as a laptop
• A combination of an identified resource with specific attributes (Amy Marlin of Consulting East)
• A combination of resource-related attributes such as a team role in a specific organization (Architect - US East Coast Region or DBA - Chicago HQ) or a specific expense of a financial category (Airfare - Employee Expenses)
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Assign a planning resource list to a project
You assign a planning resource list to either a workplan or a financial plan, or both. You can assign any planning resource list to a financial plan. To assign a planning resource list to a workplan, you must select the Enabled for Workplan check box on the planning resource list page.