Are you in the engineering field? If yes, you must know how challenging and complicated it is to handle and manage engineering projects. However, with effective engineering staffplanning, you can deliver the projects successfully within the budget and on time. The best part is that several tools are available to help you with resource planning software. But before you start using them, having an idea of the engineering staff planning process is important.

In this blog, you will discover the steps involved in engineering staff planning. Let’s begin!

Step 1: Design the Plan 

The engineering staff planning process starts with designing a proper plan. A detailed and meticulous plan will lay the groundwork for the entire process and ensure optimum success. To prepare the engineering project resource plan, you will have to take into consideration several factors. 

Firstly, you need to list out all the phases involved in  staff planning, from initiation to the execution phase. Next, think about all the tasks coming under each of the phases. While mentioning the different tasks, try to decide the timeline for the completion of each task. Finally, you need to determine the resource requirement. It will include a variety of resources like human resources, materials, equipment, and other resources vital for the project. Make sure to mention the costs of different resources. 

Step 2: Look for the Right Resources

Once you have an outline of the plan and know the requirements well, it is time to start searching for the resources. Start by looking for the right engineers. Make sure to have a clear understanding of the expertise level, experience, and essential skills of the required engineers. 

However, searching for the best engineers for your project can be a tedious task. Therefore, it is best to leverage resource planning software. With the right software, finding engineers with the required skills can be simple, easy, and quick. 

Step 3: Identify the Skill Gap of the Engineering Staff

An important factor that determines the success of a project is the alignment of resource demand and supply. In some cases, you might find a shortage of the required resources. One of the main reasons behind it is the budget constraint. Therefore, it is important to be prepared for such a situation. The best way to deal with the situation is to upskill your existing resources.

All you need to do is provide the engineers with the necessary training and enhance their skill sets. It will make them capable of performing the different tasks involved in the project. It will not only help you eliminate the potential bottlenecks but also allow you to keep the project costs within the budget. As a result, the chances of success for your project increase significantly. 

Step 4: Allocate the Right Engineer to the Right Task

Now that your engineering staff is ready to take up different tasks, the next step is to allocate the resources properly. You cannot allocate any random resource to a particular task. A lot of planning is required in this step. 

Make sure to consider the competencies of the engineers and assign them the project tasks accordingly. For instance, if a resource has several skills and is highly competent, you can allocate multiple tasks to them. It will eliminate the need to hire more employees while completing your tasks on time. 

On the other hand, if a resource specializes in a particular task, assign them tasks accordingly. Allocating engineers as per their expertise can help in enhancing the overall outcomes of the project. 

While scheduling the engineers, consider the timeline of each task. Moreover, taking into consideration the availability of resources is also important. It will avoid unwanted delays in the project. Just like the engineering staff, the materials and equipment also need to be scheduled effectively. To make scheduling easy and quick, you can make use of the resource scheduling software

Step 5: Avoid Overloading the Resources

The final step is to find appropriate measures to avoid overloading the engineers. You need to implement the right optimization technique to perfectly balance the workload. Engineering projects are very uncertain. At any point in time, you may come across issues that require you to revisit the prototype, make the desired changes, and address the flaws. 

However, it often results in increasing the workload of engineers, leading to burnout. To avoid this problem, you can consider hiring more resources to lower the workload. But if the project is not time-sensitive, you can increase the deadline and give the engineers more time to fix the issues.


By now, you must have a complete idea of the engineering staff planning process. To streamline the process efficiently, it is ideal to leverage resource planning software. eResource Scheduler is one of the best resource scheduling and management software for engineering firms. From scheduling your resources effectively to improving resource utilization and reporting capacity, eResource Scheduler can help in every step of your project. Leverage the resource planning software and maximize the success of your engineering firm.