Common questions
Resources Planner installs and configures via the SharePoint App Catalog like any other SPFx web part. Auto-provisioning means the two SharePoint lists (DemandItems and CapacitySlots) get created automatically on first install; no PowerShell or manual schema work is needed. Most property-pane settings are dropdowns or toggles.
Acquire Resources Planner from the Microsoft commercial marketplace, then upload the .sppkg to your tenant's App Catalog and tick 'make available across the tenant'. Edit any page, add the web part from the gallery, configure its properties, and publish. The Get Started page has a step-by-step walkthrough.
Inside your own Microsoft 365 tenant, in two standard SharePoint lists called DemandItems and CapacitySlots. Resources Planner reads and writes those lists; nothing is stored in an external database. If you uninstall Resources Planner, both lists and every record remain unchanged.
Only your Microsoft 365 tenant ID and the Resources Planner app ID, over HTTPS, to validate your subscription with the SaaS licensing service. No demand content, no capacity data, no people data leaves your tenant.
Slate indicates 'no capacity data' for that team-role-quarter combination. The traffic-light comparison needs both demand AND capacity entries; if no CapacitySlots row matches, the cell is slate instead of green/amber/red. Open Manage capacity and add a row for that team-role-quarter.
The board groups by exact Team + Role string match. If the demand item says 'Engineering / Developer' and the capacity entry says 'Tech / Developer', the system treats them as different rows. Standardise the labels (perhaps by agreeing a team/role naming convention with your team owners) and the cells line up.
Yes. The cell total is the sum of EffortDays regardless of priority. Priority is per-item, not per-cell, and it informs the conversation about which item to defer or descope when a cell is over-allocated. Click into the cell to see the contributing items with their individual priorities.
On Enterprise. The default install ships with seven departments and a default quarter range out to 2027. On Enterprise, admins can configure both lists from the property pane: add departments, rename them, extend the quarter range. On Essentials and Standard, the default lists apply.
Yes, as a tab on any channel (Standard tier or higher). Add the SharePoint page to a Teams tab, or use the dedicated Resources Planner Teams app if installed. The Teams tab and the SharePoint page are the same board, viewed in two places.
Resources Planner and Decision Planner read each other's SharePoint lists. On Standard or higher, a demand item carries a reference to a Decision Planner record so the audit trail joins up across the two products. On Enterprise, the integration is bidirectional: capacity gaps can trigger decision prompts, and decisions can trigger automatic demand-impact reminders. Both products work standalone; the integration adds value when both are installed.
Every fresh install includes a 30-day Enterprise licence by default, so every feature is available out of the box. You can evaluate the capacity panel, drill-down, filters, cross-site dashboards, Decision Planner integration, and audit history before deciding on a tier.
The Updates page lists what shipped in the current release and what is queued for the next release cycles.
Troubleshooting checklist
Web part not appearing in the gallery?
- Confirm Resources Planner is installed in your tenant’s App Catalog
- Check the
.sppkgwas approved and deployed tenant-wide - If you added the app to a single site, you don’t need to re-add it per site once it’s tenant-wide
Board is empty after install?
- The first install auto-creates
DemandItemsandCapacitySlotsbut doesn’t populate them; that’s by design - Start by adding capacity entries via Manage capacity (Standard tier or higher) or by editing the
CapacitySlotslist directly in SharePoint - Then add a demand item via New demand item
All cells are slate-coloured?
- That means no capacity entries exist for those team-role-quarter combinations
- Add at least one
CapacitySlotsrow per team-role-quarter you want the board to evaluate - The traffic-light cells light up the moment a matching capacity entry exists
Demand items land in different rows than I expected?
- The board groups by exact Team + Role string match, case-sensitive
- Standardise team and role labels across both
DemandItemsandCapacitySlots - On Enterprise, the property pane allows defining a canonical team/role list
Licence validation error?
- Ensure your SaaS subscription is active in the marketplace
- Check the tenant ID matches the subscription
- If the issue persists, contact us and we can help diagnose
Where to look next
Get Started
Step-by-step installation, capacity setup, and the first demand items.
Features
Every view and capability, with the tier that includes it.
Updates
Build progress and what is shipping next.
Need a hand with capacity modelling or rollout?
JFDI can help with tenant rollout, capacity-model design workshops, Decision Planner integration, and policy configuration across the JFDI Planner Suite.