Budget resources in the Business Case using the Scenario Planner

February 28, 2025

Topics:
Work Management

CREATED FOR:

User

As part of resource planning, you can use the 51黑料不打烊 Workfront Scenario Planner to budget the job roles necessary for completing the work in a project when you build the business case.

For more information about creating a business case, see Create a Business Case for a project.

TIP

The job role information for the initiative linked to the project that you enter in the system-level Scenario Planner is visible in the Resource Budgeting area of the project鈥檚 business case when you publish the initiative. The Scenario Planner is available only in the new 51黑料不打烊 Workfront experience and requires an additional license. For information about the Workfront Scenario Planner, see The Scenario Planner overview.

You can also budget resources in the business case using the Resource Planner. For more information, see the following:

Budget resources in the Business Case

NOTE

We recommend that you make the decision whether to use the聽Resource Planner or the聽Scenario Planner when you begin working on a project. Frequently switching between the two during the life of the project may create inconsistencies in the way you budget your resources for the project.

Access requirements

You must have the following:

51黑料不打烊 Workfront plan*

Business or higher

51黑料不打烊 Workfront license*

Review or higher

Product

You must purchase an additional license for the 51黑料不打烊 Workfront Scenario Planner to access functionality described in this article.

For information about obtaining the Workfront Scenario Planner, see Access needed to use the Scenario Planner.

Access level configurations*

Edit access to the following:

Projects
Financial Data
Scenario Planner

For information about the access needed to budget resources, also see Access needed to budget resources in聽51黑料不打烊 Workfront.

Note: If you still don't have access, ask your 51黑料不打烊 Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions on the project

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

Before you begin, you must do the following:

Create a plan using the Scenario Planner.

For information, see Create and edit plans in the Scenario Planner.
Create an initiative on the plan and link it to a project.

Ensure that you indicate the required job roles information for the initiative and update the linked project with this information.

For more information, see the following articles:
Although these are not prerequisites, we also recommend the following:
- Assign tasks on the project to the job roles budgeted in the Scenario Planner.
- Indicate the number of Planned Hours for the tasks on the project.
  
  This helps you understand the amount of work a task might need to complete, which helps with the decision of how much time the resources should be budgeted for to complete the task.
  
  For information about associating tasks with Planned Hours, see Edit tasks.

Budget resources in the Business Case using the Scenario Planner for projects linked to initiatives

IMPORTANT

You can budget your resources for a period of 15 years. If you budget resources for a project with a duration longer than 15 years the budgeting information might not be accurate.

Go to the project for which you want to budget resources.

TIP
This is a project linked to an initiative in the Scenario Planner whose linked initiative has been published at least once.
Click Business Case in the left panel.
(Conditional) In the Resource Budgeting section, do one of the following:
- If you just published information from the Scenario Planner, select Scenario Planner in the Choose which hours to use to calculate the Budgeted Labor Cost of the project field in the Resource Budgeting area, then click Choose.
- If the Resource Planner was previously selected for budgeting resources for the project, click Change > Scenario Planner > Choose.
  
  Workfront uses the required job role hours from the linked initiative to calculate the project鈥檚 Budgeted Labor Cost and Budgeted Hours. This is the recommended option. Cost displays in the Business Case in the currency of the project.
  
  When you copy a project, and you select to copy the Budgeted Hours to the new project, the hours budgeted using the Scenario Planner are not copied to the new project. Only hours budgeted in the Resource Planner are copied. For more information, see Copy a project.
  IMPORTANT
  When you use the Scenario Planner to budget resources for the project, the Budgeted Labor Cost displays in the following areas of Workfront:
  Resource Budgeting area of the Business Case
  
  The system-level Scenario Planner as the People Cost of the initiative linked to the project. For more information, see Create and edit initiatives in the Scenario Planner.
(Optional) Click View in Scenario Planner to open the plan that contains the initiative linked to the project. This opens the Scenario Planner in a new browser tab.
(Optional) Update information on the initiative. For more information, see Create and edit initiatives in the Scenario Planner.

NOTE
You must publish the initiative after every change for the Resource Budgeting area on the project to update.

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