Resource Planning
Onboarding › Plan resources
The aim of resource planning is to ensure that sufficient company capacities are available at all times in the projects or project phases. In order to gain the best possible view of capacity utilization in the near future and to prioritize projects, offers can also be included.
Resource Planning
Resource planning can be done either by project or project phase. Days, weeks or months are available as a time unit for planning (planning interval). This depends on the basic settings. The planned hours are entered in tables per user, project, project phase or on a team.
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Capacity
Planned assignments can be compared with capacity from a wide variety of perspectives to avoid underload or overload. The capacity of the users results from standard hours, employment level, holidays and absences such as vacations, as well as time already scheduled.
The capacity and utilization graphs provide a visual overview of the available resources.
Time table and pivot table
The time tables allow the planning of the individual objects in the planning intervals as columns.
The pivot tables, in turn, span a matrix of projects or project phases and users for a specific time interval (e.g. a month).
Planning Editor
To schedule tasks or responsibilities that have not yet been assigned a specific user, you can work with a placeholder, the scheduling editor.
Resource Planning
Knowledge BaseAdditional Features
The following additional features are available in connection with resource planning:
Resource planning with worker assignments
As an alternative to normal resource planning, this additional feature enables planning on the assignment of users to phases (manager-phase-links).
Knowledge BaseSales probabilities in resource planning
Provides three utilization graphs for resource planning that take into account the probability of sale on project phases.
Knowledge BaseBi revenue forecast from resource planning
Implements for the business intelligence module (BI) the planning difference and revenue forecast measures from the resource planning. Enables a forecast of the expected revenue and information on how well the planning has reflected reality.
Knowledge Base