Plan the skills and resources needed for the project

The Work Breakdown Structure view allows you to carry out high-level planning of skills and resources required to realize a project. You can assess the alignment of the overall project schedule with the scheduling of the work packages and tasks and make necessary modifications to the project plan. Refine and project plan and define additional work packages. Capture skill requests and resource requests necessary to realize the project.

Go to the project's content area Overview > Work Breakdown Structure. Here's how to interpret the information in the view:

• The timeline covers the project's planned start date to the planned end date. The vertical blue line shows the current date.
• The view shows the time schedule of the selected project  , its work packages   , and their defined tasks  . The colored bars show the start and end dates of the project, work packages, and tasks.
• Skill requests  and resource requests   are displayed below the respective projects, work packages, and tasks. The colored bars show that start and end dates of the skill and resource requests.

Request a skill for the project. Request a skill required to work on a project, work package, or task in the view . Click the project   , work package   , or task   that you want to request a skill for and click   > Create Skill Request. Specify the skill and time period when the skill is needed in the editor and click OK. The skill request   is added as below the project, work package, or task requesting the skill.

Copy skill requests from a project to its work package. Click the work package   that you want to add the skill requests to and click   > Inherit Skill Requests. Select the skill request and click OK. The skill request defined for the parent project are added to the work package.

Move skill requests from a parent project to a work package. Click the work package   that you want to move skill requests to and click   > Move Relevant Skill Requests from Parent Project. Select the skill request and click OK. The skill request defined for the parent project is removed from the parent project and moved to the work package.

Request an organization as a resource for the project. Request an organization as a resource that is required to work on a project, work package, or task in the view . Click the project   , work package   , or task   that you want to request a resource for and click   > Request Resources. Specify the organization to provide the resource and time period when the resource is needed in the editor and click OK.   is added below the project, work package, or task requesting the resource. You can also inherit the resource requests from a project to its work package (   > Inherit Resource Requests ) or move the resource request from the parent project to a work package (   > Move Relevant Resource Requests from Parent Project).

Create a work package or task. To create a work package, click the parent project   and click Create Subordinate or click a work package   and click Create Subordinate to create a task.

Change the start and end dates of a project, work package or task. Click the project   , work package   , or task   whose dates you want to change and click Shift Start/End Dates. In the Method to Shift Dates field, specify whether dates should be shifted by a specific amount of time (for example, 3 months) or changed to a specific date. Define the fields relevant for the selected method. Set the Shift Milestone Dates checkbox if the defined project milestones should automatically shift based on the defined change. Click OK.