Should managers edit people's resource plans without telling them?
Uncommunicated allocation changesUse the authorized planning process, but make changed commitments visible to affected people and project owners. A resource plan should reflect agreed work, not surprise assignments.
What to do now
- Assess the proposed allocation change
- Check existing commitments
- Communicate and resolve conflicts
- Record the approved effective allocation
When to escalate
Escalate when
The change creates incompatible commitments or unsafe workload.
Who decides
The resource owner and project manager
Example
A manager reallocates capacity only after the receiving and losing projects understand the consequence.
Mistake to avoid
Updating a plan and assuming the person will discover it.
Prevent a repeat
Review overload and bottlenecks at the person or skill level before adding more commitments.
Suggested ApprovedFlow setup
- Resources
- Tasks
- Timesheets
Compare available capacity, assigned task work and actual recorded effort using the enabled resource and timesheet views. See the platform
Related cases
- How can we use actual effort to improve future resource plans?Unclosed planning feedback
- Everyone is allocated one hundred percent to several projects. How do we fix the plan?Resource over-allocation
- The new system changes people's responsibilities, but nobody told them. What now?Unmanaged role transition
- People implement changes before approval. How do we regain control?Unauthorized baseline change