Direct Resource Assignment or Role-Based Planning?¶

Decision¶

Use direct employee assignment when the project and team are small, manageable, and technically clear. Use role-based planning when the demand for professional qualifications must first be clarified and available capacity must then be checked.

Direct Assignment¶

Direct assignment means that you select a task and immediately assign a named employee.

This approach fits when:

• only a few employees are involved

• responsibilities are already fixed

• working times and absences are well known

• no complex bottlenecks are expected

• the project manager can assess availability directly

Risk: bottlenecks often become visible only after assignment.

Role-Based Planning¶

Role-based planning means that you first plan resource demand by professional qualification. Then capacity balancing checks whether suitable employees are available.

This approach fits when:

• several employees have the same professional qualification

• several projects compete for the same employees

• vacation, illness, part-time work, or shift calendars are relevant

• project dates depend on sufficient capacity

• resource managers or the PMO are involved in assignment

Risk: the planning requires more master-data maintenance, but provides a better basis for decisions.

Decision Table¶

Related Topics¶

• Assign Employees Directly

• Assign Employees After Capacity Balancing

• Perform Capacity Balancing