Virtual Resource Assignments in Project Management

Virtual Resource Assignments in Project Management

PMBOK v8 Definition

Virtual resource assignments document the virtual resources that will be used during the project, describing expected resource utilization and details such as type, amount, location, and whether the resource is internal to the organization or outsourced. Virtual resources include software, testing environments, licenses, and anything else created or seen using computers or the internet that is needed for efficient and effective project completion. This concept is part of the Acquire Resources process within the Resources Performance Domain.

Why It Matters for the Exam

The PMI exam frequently tests virtual resource assignments because modern projects increasingly rely on remote teams, digital tools, and cloud-based assets. Exam questions often appear in scenario-based formats where you must distinguish between physical and virtual resources, identify correct documentation requirements, or determine whether a resource is internal, outsourced, or remotely engaged.

Key Points to Remember (for the exam)

  • Main Process: Acquire Resources (Resources Performance Domain)
  • Key Output: Physical or virtual resource assignments (documentation of materials, equipment, supplies, locations, digital tools, remote team members, and virtual assets)
  • Documentation Details: Type, amount, location, and whether internal, outsourced, or remotely engaged
  • Dynamic Nature: Virtual resource assignments are subject to change due to availability, project needs, organizational requirements, the environment, or other factors
  • Common Confusion: Virtual resources are NOT only remote team members—they include software, testing environments, licenses, and digital tools
  • Key Tool: Virtual teams (listed as a tool and technique in Acquire Resources)
  • Related Outputs: Resource calendars, project team assignments, change requests

Typical PMI Exam Example

A project manager is documenting resources for a software development project. The team will use cloud-based testing environments, project management software licenses, and collaborate through video conferencing tools. Which type of resource documentation should the project manager create?

Answer: Virtual resource assignments, describing the expected resource utilization including type, amount, location, and whether each resource is internal or outsourced.

PMI Exam Traps

  • Trap: Confusing virtual resource assignments with project team assignments Reality: Virtual resource assignments document software, licenses, and digital tools; project team assignments document human resources

  • Trap: Assuming virtual resources are only remote workers Reality: Virtual resources include software, testing environments, licenses, and anything created or seen using computers or the internet

  • Trap: Thinking virtual resource assignments are static documents Reality: They are dynamic and subject to change due to availability, project needs, organizational requirements, or environmental factors

  • Trap: Confusing virtual resource assignments with the WBS dictionary Reality: WBS dictionary is part of the scope baseline; virtual resource assignments are part of the Acquire Resources process outputs

Important PMI Connections

Related ConceptRelationship TypeExam Attention Point
Physical Resource AssignmentsComplementary outputBoth document resource utilization; physical for materials/equipment, virtual for digital/remote
Resource CalendarsOutput of Acquire ResourcesIdentifies when virtual resources are available for use
Plan Resource ManagementPreceding processDefines how to estimate, acquire, lead, and utilize virtual resources
Estimate ResourcesPreceding processEstimates type and quantities of virtual resources needed
Scope BaselineContains WBS dictionaryWBS dictionary is separate from virtual resource assignments

Quick Review Questions

  1. What are the four details that must be documented in virtual resource assignments according to PMBOK v8?

  2. A project uses cloud-based testing environments and software licenses. Should these be documented as physical or virtual resource assignments?

  3. True or False: Virtual resource assignments are static documents that do not change once approved.

  4. In which process are virtual resource assignments created as an output?

  5. List three examples of virtual resources mentioned in PMBOK v8.

PMBOK v8 Reference

Section 2.6 - Resources Performance Domain Acquire Resources Process (Figure 2-43)