A Complete Guide to Resource Scheduling

- By Om Gupta | May 26, 2023
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Resources are the most significant investment for most businesses. A business must utilize its resources most efficiently and intelligently when facing a highly competitive and volatile global market.

Many project-intensive businesses use either silos of spreadsheets or some home-grown tools for scheduling their resources. These solutions are incredibly limiting, time-consuming, and hard to maintain. It creates double bookings, over/underutilized resources, undesirable hiring/firing, low staff morale, improper planning of pipeline projects, etc.

To achieve your limited resources’ full potential, a business must establish an enterprise-level matured resource scheduling process.

This guide has been designed for businesses to get a comprehensive understanding of resource scheduling systems to establish the right processes with the right tool.

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1. What is resource scheduling?

Resource scheduling is the most crucial part of the resource management process. It involves identifying and allocating resources for a specific period to various types of activities.

Resource scheduling is the process of assigning resources such as people, equipment, materials, and facilities to various tasks for a specific period. These activities can be related to project work or non-project work, i.e., BAU, Support, admin, operation, etc.

The main objective of resource scheduling is to ensure that the right resources are available at the right time to meet project deadlines and achieve business objectives.

Project managers estimate the resource requirements needed to meet the deliverables and request the same from resource managers who complete the initial allocation.

In short, resource planning and scheduling is crucial for streamlining resource and project management processes.

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2. Importance of resource scheduling in project management

Every project is an integration of multiple tasks that require certain niche skills to produce tangible results. The onus is on project and resource managers to ensure that the right resource is working on the right task. Or else, it may deteriorate the project quality and also reduce employee productivity.

At the same time, the manager has to keep in check the availability of the workforce. For instance, if one critical resource is booked for multiple projects simultaneously, it will cause over-utilization, eventually leading to burnout. Adding to that, if the resource’s skills do not align with the project tasks, it will compromise the project’s quality and lead to employee dissatisfaction. These factors contribute to a low resource health index.

Moreover, every project has a definite timeline, and it’s the project manager’s responsibility to ensure that the project is delivered on time and within budget. If the resources are not scheduled before the project initiates, it will result in delays in task execution and, in worse cases, may even bring the project to a halt.

However, suppose managers take a systematic approach to schedule the resources. It will ascertain that resources’ skillset is in-line with their tasks and their utilization is as per their capacity. This will also enable project managers to document a well-defined work breakdown structure with a systematic resource plan in place.

Additionally, modern resource scheduling solutions provide data-driven foresight into various resource metrics like resource availability, capacity vs. demand gap, utilization, etc. Based on this, managers can implement the right resourcing measures and eliminate potential bottlenecks.

Overall, intuitive resource scheduling in project management ensures the timely delivery of projects and within budget enhancing client satisfaction.

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3. How does modern resource scheduling & planning benefit businesses?

An effective workforce scheduling system can resolve several challenges faced by modern businesses with the matrix organization. It will provide immense benefits in the following areas:

A. Maintains and elevates project quality

Having the right person with the right skills is crucial for a project to finish within budgeted time and without disrupting the quality. Resource scheduling methodology helps project managers achieve the same by identifying and allocating a competent person. In the absence of such a capability, managers will assign under or over qualified resources to tasks that can cause budget and schedule overruns. Hence, it jeopardizes the project quality and results in low client satisfaction.

B. Ensures timely delivery of projects

Project resource scheduling has 2 major benefits. Firstly, it facilitates adequate allocation of resources during the project planning stage. Secondly, it allows project managers to schedule the resources for critical tasks in advance. That means, when the right resources give the head start to the projects at the right time, it ensures that the projects are executed on time without causing delays.

C. Allows uniform scheduling with enterprise-wide visibility

A robust system can achieve 360-degree visibility into all work demand types, be it project, non-project, BAU/admin, and vacations. It also highlights this information across verticals of geography, functions, domains, and business units.

D. Empowers proactive capacity planning with data-driven foresight

The system can forecast resource demand for every project and non-project work to Identify shortfalls/excess resources. You can adjust project timelines, retrain current employees, or hire a contingent workforce ahead of time.

E. Enhances productivity with optimal resource utilization

Modern resource scheduling system can forecast billable and strategic utilization of the workforce ahead of time. It can help you mobilize employees from non-billable or low priority work to billable or high priority projects.

Billable utilization is a critical KPI for a professional service business to ensure profitability and sustainability.

F. Reduces project costs ahead of time with real-time financial reports

The system can track critical financial indicators for a project like resourcing cost, revenue, profit margins, and overheads. It can help you take corrective action and control project costs ahead of time. It will help you to control Band Mix for a typical IT services organization.

G. Helps leverage the shared-services model and deliver more projects with fewer resources

Modernized business practices promote a cross-functional, shared-services model to enhance team engagement, collaboration and upskill the workforce. It also benefits project managers to recruit inter-departmental resources from the internal channels rather than incurring additional hiring costs.

With the ability to update data in real-time, maintain a centralized data-repository, a modern scheduling tool allows seamless management of a shared-services model.

Benefits of resource scheduling

4. What are the challenges of traditional resource scheduling techniques?

Most of the project-centric businesses are fighting against resource management challenges of the 2020s with the systems developed in the 1990s.

It is valid for all types of companies irrespective of the size or market share, or market reputation. The tools listed below are some examples of legacy systems:

  • Silos of spreadsheets built with macros
  • Home-grown half-baked systems
  • Windows-based systems of the 1990s
  • Entry-level resource scheduling system

Most of these outdated legacy tools have the following challenges:

A. Easy to develop but difficult to maintain

For instance, the manual process of updating the siloed spreadsheets is prone to errors and cannot be updated in real-time. It makes it challenging to keep the data up-to-date and maintain the repository.

B. Paying a high price for lost market opportunities

Due to the absence of solutions like forecast capacity planning, managers fail to manage their pipeline projects in advance. Thus, some critical project positions remain vacant when the project initiates, eventually compelling the managers to give up the project.

C. Unable to provide forecasting and capacity planning

The legacy tools cannot predict the resource metrics and provide data-driven foresight. Due to this, managers aren’t able to draw out a full-proof resource capacity plan.

Resource forecasting for project managers

D. Not designed for improving profitable utilization & cost reduction

Since the tools cannot forecast the critical resource attributes in advance, managers end up investing more in unplanned hiring/firing cycles. It increases the project resourcing costs, and the decision-makers do not get enough leeway to optimize utilization.

E. Unsuitable for matrixed organization structure

The disparate spreadsheets and siloed data make it difficult for the decision-makers to maintain a single source of truth and efficiently run a matrixed organization.

F. Unable to deliver real-time business intelligence

Most home-grown tools do not have advanced business intelligence capability that can provide real-time tailored reports on every resource attribute.

Now that the challenges of scheduling are clear, let’s understand the factors that one must take into account during project resource scheduling.

5. Factors to consider in resource scheduling

A resource scheduler can consider several factors that can help expedite resource scheduling and make it effective. Here are a few prominent factors to look into while scheduling resources.

A. Project requirements and objectives

During resource scheduling, one must consider the project’s specific requirements and objectives. It involves determining the scope, deliverables, and goals to understand the type and quantities of requisite resources to accomplish the project.

B. Resource availability and capacity

Another crucial factor to consider for a resource scheduler is the availability and capacity of resources. Factoring in the factors like shifts, vacations, etc., is also essential as they can impact resource availability to ensure resources scheduled are actually available when required.

C. Skill sets and qualifications

A resource planner must consider the skills, qualifications, competencies, expertise, knowledge, certifications, experience, etc., to ensure resources have the potential to execute the assigned tasks effectively.

D. Dependencies and constraints

The resource planner must find out the task interdependencies, constraints, or limitations that can affect the resource scheduling. Creating a critical path for a complex project can also help identify task interdependencies in project resource management.

Project interdependencies span portfolio

E. Project timelines and deadlines

A resource scheduler must also consider project timelines, duration and sequence of tasks, and deadlines. Considering milestone completion dates and critical deadlines is also vital to ensure resource allocation aligns with project scheduling and tasks are completed on time.

F. Budget and cost considerations

Last but not least, a resource scheduler must also factor in account budget and cost considerations. They must consider the costs of various resources, such as professionals, labor, equipment rentals, raw materials, etc., and optimize resource allocation to stay within the budget.

Given the factors to be considered while scheduling resources, the following section describes the best practices to make project resource scheduling effective.

6. Best practices for efficient project resource scheduling

Resource scheduling is not only about plugging the hole by scheduling or allocating resources against the projects. It goes much beyond this process. A comprehensive resource scheduling system includes enterprise-wide resource scheduling, forecasting, capacity planning, utilization management, tracking actuals, etc.

A. Form a WBS to create task dependencies and create schedules as per resource competency

Pre-planning is essential for project managers to eliminate potential bottlenecks and unnecessary delays. One of the major tasks is to get the right resource for the project tasks.

Managers can do this seamlessly by creating a work breakdown structure that defines all the project’s nitty-gritty and defining task dependencies along with the skills required. Once the details are in place, managers can schedule resources with the right competencies for the bifurcated project tasks.

B. Leverage resource optimization techniques to manage projects better

Often project managers are caught in a situation where the resources who are allocated the tasks from the critical path aren’t available. With an overview of their availability, managers can use the resource booking software and implement resource optimization techniques like resource leveling or resource smoothing. It will adjust the project timeline based on resources’ availability or pull-in more resources from across departments to complete one task.

Guide to project resource management

C. Centralize enterprise resource or workforce scheduling

The system should provide a single schedule for the whole enterprise to establish a single source of truth. For example,

  • Resource allocation and scheduling can be done in real-time by multiple stakeholders
  • Agile resource allocation can be achieved with easy drag and drop
  • The schedule can be viewed in numerous ways in a matrix organization structure
  • Ensure there is no double booking

D. Manage the project delivery in a complex matrix organization

Most of the large organizations have now moved into a matrix reporting structure that has multiple dimensions. The resource scheduling system provides visibility of people’s information across the complex matrix organization structure and controls the rights to modify them. It ensures that no resource falls through the cracks and also facilitates project managers to allocate cross-functional resources and ascertain seamless project delivery.

E. Track competencies in real-time and allocate the right people to projects

It is critical to keep competency information up to date. The right people are assigned to the right project across the enterprise based on skill, experience, qualifications, location, cost rate, etc. This information can be updated by the concerned user, which can be validated before accepting it. Moreover, competent resource allocation is the stepping stone to faster project delivery and an efficient project management process.

A guide to Project Management

F. Forecast workforce utilization to increase profitability

The system should provide short- or long-term forecasting of billable, strategic, and overall workforce utilization. So that corrective actions can be taken to protect the effective utilization and profitability of your business. As a result, the stakeholders managing different dimensions can foresee the information required to make the right decisions.

G. Streamline resource capacity planning to bridge the gap

Advanced software should forecast capacity vs. demand from multiple perspectives, i.e., by role, department, team, location, skills, etc. It helps you identify short or long-term shortages/excess of resources ahead of time and reduce undesirable hiring/firing decisions.

H. Foresee pipeline project demands and plan ahead of the curve

The system should keep track of future project requirements to ensure that your resource pool is optimally balanced and skilled. It will also make it ready to meet the demand of projects in the opportunity pipeline or approval pipeline. It will help in planning hiring or training-related decisions ahead of time.

I. Track actuals against forecast for future improvements

A comprehensive system should help you keep track of actual time spent against the estimates. So that future forecasting can be improved and aligned to reality. It will also help you monitor shared resources who are working on multiple activities.

Project managers can also benefit from forecast vs. actual reports. They can implement data-driven measures to mitigate the deviation in the actual and forecasted numbers and combat the project roadblocks.

J. Ensure effective bench management to minimize bench-time

One of the most important factors to be taken care of is bench management. A project resource scheduling software should predict the resources which are likely to end up on the bench. It will enable managers to allocate the next project tasks to the employees before their current project finishes. It will reduce their bench time and help you find the right resource through internal channels, saving hiring costs.

Holy Grail of resource planning in project management

7. How can resource scheduling improve profitability & productivity?

Resources scheduling can help a business unleash human resources’ full potential and significantly improve profitability and productivity.

A. Reduce project resourcing costs

With the help of efficient resource management, overall resourcing cost can be reduced drastically:

  • Eliminate under/over skilled resources on projects
  • Utilize cost-effective global resources without compromising quality
  • Avoid last-minute hiring cost through with proper capacity planning
  • Reduce unplanned attrition

B. Minimize hiring/firing cost

Hiring/ firing costs can be reduced by using workforce forecasting and capacity planning. Forecasting enables proactive smoothening of project workload and reskilling employees. Frequent Hiring/Firing creates a negative image for the organization for attracting new talents. It is also an expensive exercise and affects the existing employees’ morale.

C. Enhance profitable utilization

A business can improve profitability by implementing strategic and billable utilization across the enterprise using effective resource management. As a result, valuable and critical resources do not get assigned to the lesser important projects or activities.

D. Improve employee productivity

Resource management can improve employee productivity significantly:

  • Employees having work allocated as per their competencies and area of interest
  • Resources being able to work on different types of projects across the business
  • Staff being reskilled to bridge future resource capacity gaps
  • Employees being empowered in the early decision-making process

effects of low productivity

8. What should you look for in an ideal resource scheduling software?

Resource scheduling is crucial for the performance improvement of modern business. So, a business should not just look for a solution that replaces the current spreadsheet functionalities. It should go much beyond that and ensure that they have a solution that can provide the following:

A. A workflow-based resource requisition process

Project Managers often get caught up in the endless loop of email trails to request niche resources from the resource managers. This time-consuming method can cause delays or sometimes even cost you the project. Thus, a modern resource scheduling tool in project management should have an automated resource requisition process. It will streamline the method and also keep every stakeholder, decision-maker on the same page.

B. Scenario-based what-if analysis

When resources are limited, juggling them between projects to fulfill dynamic project requirements is quite common. Applying different workforce optimization techniques on simulated business scenarios helps visualize and compare various impacts. One can either extend timelines or mobilize resources to a high-priority project before arriving at the best outcome under the given constraints.

C. Scalable, configurable, and expandable

Every business is different, and so are its resource management needs. You can’t have one size fits all. That is why a business should select a scalable, configurable, and expandable tool to meet future business needs.

D. Procures real-time metrics report

Resource demand in a real-life business environment changes every minute. So, it is crucial to gain real-time business intelligence and reports for informed decision-making. Moreover, real-time reports and analytics help project managers monitor and control the progress at all times.

E. Provides data-driven foresight

Resource management solutions should allow your business to do multi-dimensional forecasting over and above scheduling. It also provides real-time business intelligence to improve business performance, profitability, and productivity.

F. Allows seamless management of matrix structures

Nowadays, most businesses have established a matrix organization structure to achieve the best utilization of their workforce. So, it is critical for a business to have a software system that aligns with its matrix organization structure.

G. Integrable with other systems

Most businesses have already invested in enterprise-level systems holding quite a bit of data required by a resource management system. This specific information can be a resource profile, competencies project detail, etc. So, the resource management system must integrate seamlessly with existing systems.

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9. Conclusion: – dos and don’ts of scheduling


  • Stay updated with initial resource allocation, availability, and utilization before scheduling more projects.
  • Create a resource band mix keeping in mind the project budget and leverage the global shared-services model.
  • Analyze the capacity vs. demand gap in advance and implement appropriate resourcing measures to bridge the gap.
  • Use advanced features of a resource scheduling solution to filter and search for the right resource for the right job.
  • Stay forewarned of future project demands to ensure systematic management of pipeline projects.
  • Schedule generic resources for future project tasks to specify the resource demand and book an actual resource once he/she is available to take up the job.
  • Conduct upskilling and training programs for benched/lesser-experienced resources to allow them to take up more opportunities down the line.
  • Schedule resources to different functional projects to enable and empower them to explore new areas and grow professionally.
  • Compare actual vs. forecast utilization and note the deviation to improve resource scheduling for future projects.


  • Don’t use silos of spreadsheets to create resource schedules as it may lead to double-booking and overutilization.
  • Do not book highly-specialized resources for low-priority tasks. It will lower down their morale and productivity and increase costs, and other critical projects will suffer.
  • Refrain from booking resources to a project that they are not interested in. It will reduce their engagement, and they will not be able to use their skills to the maximum extent. It will impact both employees’ and resources’ performance.
  • Avoid under and over-allocation of resources, as they both can lead to unplanned attrition.
  • Do not book the resources for 100% of their capacity, as their 20-25% time might be utilized for admin meetings, and so on. Keep a buffer to set realistic deadlines.

10. The Glossary


11. SAVIOM Solution

SAVIOM is the market leader in providing a futuristic solution for the effective management of resources. It has more than 20 years of experience working with high valued global companies around the world. SAVIOM also provides tools for project portfolio management, professional service automation, and efficient workforce planning. So, SAVIOM can help your business to establish an efficient system geared towards your specific business challenges.

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