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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Project Resource Checklist


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Project Resource Checklist Management of project resources aims to develop a resource plan that describes all types of resources (incl. labor, funds, equipment, materials) required to reach project completion. This Project Resource Checklist explains you how to plan for resource consumption.

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  1. Labor.
    • Make a short description of tasks that you expect to include in your project.
    • Define all roles involved in performing your project, including full-time, part-time and contracting roles.
    • List all necessary skills and abilities that will be required for human resources to perform project tasks and roles.
    • Identify desired types and quantity of professionals (e.g. designers, analysts, programmers, builders, etc.) that possess necessary skills and abilities and perform project tasks and roles.
    • List all possible external sources which will make desired professionals available for accomplishing project tasks and roles.
    • Find out what labor resources you can acquire internally, within your organization.
    • Make a preliminary estimate of labor hours required for project staff to perform tasks and roles.
    • Start a recruitment process to find candidates to the project team.
    • Use group and individual interviews to select the best candidates.
    • Hold introduction meetings with selected candidates to explain them project tasks and roles.
    • Develop a staffing plan that explores tools, methods and processes for managing human resources throughout the project lifecycle. 
  2. Equipment & Materials.
    • List all types of equipment (e.g. photocopiers, mobile phones, machinery, computers, etc.) involved in performing the project.
    • Identify all types of non-consumable materials required to complete project activities and tasks.
    • Identify all types of consumable materials required to build physical deliverables.
    • Define external sources of necessary materials and equipment.
    • Establish contractual relationships with target suppliers.
    • Check what materials and equipment are available in your organization.
    • Develop a procurement management plan that explains what items to purchase and what contractors to work with. 
  3. Finance.
    • Develop a preliminary cost estimate that identifies the total amount of expenses that your project will generate.
    • Estimate internal financial resources of your organization to find out if these resources can cover estimated expenses.
    • Identify external sources of project investment.
    • Request the sponsor of your project for funds possible for investing.
    • Create a drafted budget sheet that specifies total funds and total expenses.
    • Develop a cost management plan that explores tools, methods and processes for managing project cost throughout the implementation lifecycle. 
    • Information & Technology.
    • Identify what information technology (including software and computer systems) is required for your project to keep it secure and feasible.
    • Define a data management process that explains how project information should be treated by project staff.
    • Develop a data privacy policy that explores data protection mechanisms and defines access authorities for personnel.
    • Add the privacy policy to your project communication plan that explains how information should be shared and distributed among project participants. 
  4. Scheduling.
    • Establish the resource baseline that defines types, quantity, quality and availability of all resources planned for your project.
    • Develop a resource timeline that explains how every kind of resources will be used either individually or in combination with ...

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