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n8n-nodes-resourceplanner

v0.1.4

Published

n8n community node for Resource Planner projects, resources, and assignments.

Downloads

421

Readme

n8n-nodes-resourceplanner

This is an n8n community node for Resource Planner. It lets you automate Resource Planner projects, resources, and assignments from n8n workflows.

Resource Planner is a workspace planning tool for managing project demand, team capacity, and scheduled assignments.

n8n is a workflow automation platform.

Installation

Install this package on a self-hosted n8n instance from npm:

npm install n8n-nodes-resourceplanner

You can also install it from the n8n UI:

  1. Open n8n.
  2. Go to Settings > Community Nodes.
  3. Select Install.
  4. Enter n8n-nodes-resourceplanner.
  5. Restart n8n if your deployment requires it.

Unverified community nodes are available for self-hosted n8n. n8n Cloud requires the node to be submitted and accepted as a verified community node.

Credentials

This node uses a Resource Planner workspace API access key.

To create one:

  1. Sign in to Resource Planner.
  2. Open Settings.
  3. Go to API access for REST clients.
  4. Generate a new API access key.
  5. Copy the value immediately. Resource Planner does not show the plaintext key again.

In n8n, create a Resource Planner API credential:

| Field | Value | | --- | --- | | Base URL | https://resourceplanner.io | | API Access Key | The workspace API access key generated in Resource Planner |

Use the workspace API access key for REST clients. Do not use an embed key, MCP key, webhook secret, or outbound integration API key.

Operations

Assignment

| Operation | Description | | --- | --- | | Create | Create an assignment for a project and resource | | Delete | Delete an assignment | | Get Many | List assignments, optionally filtered by project, resource, and date range | | Update | Update assignment dates, hours, note, task fields, project, resource, recurrence, or Time Off action |

Project

| Operation | Description | | --- | --- | | Create | Create a project | | Delete | Delete a project | | Get | Retrieve a project by ID | | Get Many | List projects | | Update | Update a project |

Resource

| Operation | Description | | --- | --- | | Create | Create a resource | | Delete | Delete a resource | | Get | Retrieve a resource by ID | | Get Many | List resources | | Update | Update a resource |

Example Workflows

Test the connection

Use this first after installing the node:

  1. Add a Manual Trigger.
  2. Add Resource Planner.
  3. Set Resource to Project.
  4. Set Operation to Get Many.
  5. Set Return All to false.
  6. Set Limit to 10.
  7. Execute the workflow.

If credentials are valid, the node returns up to 10 projects from your workspace.

Create a test resource

  1. Add a Manual Trigger.
  2. Add Resource Planner.
  3. Set Resource to Resource.
  4. Set Operation to Create.
  5. Set Name to n8n Test Resource.
  6. Add optional fields such as Capacity and Work Days.
  7. Execute the workflow.

Delete the test resource from Resource Planner or by using the Resource Planner node's Resource > Delete operation.

Daily assignment digest

  1. Add a Schedule Trigger.
  2. Add Resource Planner.
  3. Set Resource to Assignment.
  4. Set Operation to Get Many.
  5. Add Date From and Date To filters for the day you want to report.
  6. Send the resulting assignments to Slack, email, Notion, or another n8n node.

Notes

  • Assignment project and resource fields load options from Resource Planner when credentials are configured.
  • JSON fields such as comments, membership, resourceRates, and timeOff must be valid JSON.
  • The Base URL should normally be https://resourceplanner.io. The node also tolerates https://resourceplanner.io/api, but the root URL is recommended.
  • Some fields require a Resource Planner Pro workspace or sufficient workspace permissions.

Troubleshooting

Couldn't connect with these settings

Check:

  • The Base URL is https://resourceplanner.io.
  • The API Access Key is the workspace REST API access key.
  • The workspace has API access enabled.
  • The workspace has an active license if API access requires one.

401 Unauthorized

The API key is missing, revoked, copied incorrectly, or from a different workspace. Generate a new key and update the n8n credential.

403 Forbidden

The key is valid, but Resource Planner refused the action. Common causes are missing license, insufficient permissions, or trying to access a resource outside the workspace scope.

Dynamic project or resource lists are empty

Run Project > Get Many and Resource > Get Many first. If those return empty arrays, the workspace has no projects/resources or the API key cannot access them.

Development

Install dependencies:

npm install

Run the node locally with n8n:

npm run dev

Build:

npm run build

Lint:

npm run lint

Before publishing, run:

npm run build
npm run lint
npm pack --dry-run

Resources

Version History

0.1.0

  • Added Resource Planner credentials using workspace API access keys.
  • Added project, resource, and assignment operations.
  • Added dynamic project and resource option loading for assignment fields.