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You can now consistently present resource assignments and boost productivity without double handling between the project schedule and resource plan.

Now that you’ve built a project schedule with resource assignments, let’s learn how to import this information to the project’s resource plan in Altus.  

The Create Plan from Schedule feature imports assignment information from Altus Tasks into the Resource Plan therefore creating a resource plan that mirrors the project schedule.

Important Reminder: This functionality is intended to be used as a one-off starting point for creating the Project’s Resource Plan at the Planning phase before proposed hours are committed to the project, not as an ongoing process to keep your Tasks assignments and Resource Plan aligned. Each time you use this feature it will attempt to create new Resource Plan data.

• If none of your tasks have a resource assigned to them, when you click Create Plan from Schedule you will be prompted with a message that there is no data to build the resource plan from.
  
• If there is existing resource plan data in a draft or proposed state, then the user will be prompted to confirm if they wish to overwrite that data.
  
• If there is existing resource plan data in a committed state, then the user will be required to manually delete that data first.
  

To create a resource plan from an existing project schedule:

1. Create your project schedule in Altus with tasks and Altus resource assignments.
   
   This functionality will only work for Project Schedules that have the data within them to create the Resource Plan. The fields that are required to be filled in on a task are: Start Date, End/Finish Data, Effort, Duration, and at least a single task assigment where an Altus Resource is assigned to a task.
   
   
2. Navigate to the Project’s Resource Plan.
   
   
3. From the Data menu, select Create Plan from Schedule. This will populate the Resource Plan for each resource identified with task assignment data for that Project, at the Day level.
   
   
   Tip: If you want to make changes to the data that has been imported into the Resource Plan due to a resource’s availability, etc, you should go back to the Project’s Tasks and update the data there and then use the Create Plan from Schedule feature again to keep both your task assignments and resource requests aligned. You can also, update only your Resource Plan if needed. You do not need to keep using the Create Plan from Schedule feature once you use it initially.

Refer to this link Create Resource Plan from Schedule for a more comprehensive guide on this functionality.