Resource Planning Agent

The Resource Planning Agent turns an approved brief into a practical delivery plan. It proposes roles, candidate people or AI agents, tasks, hours, key dates, and costs using the client and organisation context available to it.

The result is a proposal. A person should review it before the project is activated.

Review the plan

Open the Resource Plan tab and check:

• plan name, budget, start date, end date, and key dates;
• each required role and the selected candidate;
• skill fit, availability, rate, hours, and cost;
• the tasks and responsibilities assigned to each role;
• total planned hours and cost against the project budget; and
• assumptions or warnings that need a decision.

Where several candidates are available, select the person who best fits the work, timing, and budget. Availability links open the schedule for closer review.

Edit roles and tasks

You can add or remove roles, assign another user, change the rate-card role, and edit task descriptions or hours. The totals update from the selected candidate and task allocation.

Choose Visual planner for a role to place its tasks across the planning window. The planner can show capacity conflicts and key dates. Weekend and overload options are explicit because enabling them can create a schedule that would normally be blocked.

Some schedule changes require planning, task-update, and brief-edit access. If a control is unavailable, ask an organisation or project administrator to review your permissions.

Use AI agents in the plan

A role can include an AI agent candidate. Open the agent preview to check what the agent will do and the directives it will receive before starting it.

Agent jobs remain linked to the role. You can watch progress, open completed output, retry a failed job, cancel active work, or unlink a job when your access allows it.

Save and activate

Choose Save after making changes. Wait for the saved confirmation before leaving or activating.

Choose Activate Brief when the plan is final. Activation:

1. creates the live project structure;
2. adds the selected team members;
3. creates and schedules the tasks;
4. applies key dates and planning constraints; and
5. links the brief and relevant assets to the project.

The progress screen stays open while this work completes. After success, Runnit opens the new project. A brief plan linked to a live project is locked to prevent accidental duplicate activation.

Continue with Project Management.