Efficient capacity planning with the crm and erp system
Successful projects are based on detailed planning that takes into account many factors. The most important resource in service organizations are employees with your skills and capabilities. The integrated Resource Planning in Vertec allows you to plan ahead. Different view types are available, so you can always see all employees and the projects they are posted to within a planning interval. Show available working hours and potential overloads graphically in Vertec. If necessary, you can export planning lists and graphics to Excel.
In Vertec, standard hours are maintained for each employee, which represent the resource. Resource Planning takes place on a daily, weekly or monthly basis per employee and project or project phase. This changes the availability of individual employees. However, you can also plan the resources of your employees over a planning period. These can be defined based on the available hours or defined hours per week or planning period.
With efficient Resource Planning, as a project leader, you can optimize project planning in your organization. Plan projects more economically and cost-effectively with Vertec. Keep an eye on capacities, priorities, tasks and the project schedule for your teams at all times. For more technical information, visit the Resource Planning on our Knowledge Base.
Capacity planning also helps to pinpoint where overcapacity or congestion is occurring. Using appropriate visualizations and utilization charts right in Vertec, you can derive appropriate actions to ensure optimal utilization in the future.
With Vertec, you do not need a third-party system for efficient Resource Planning. The Adaptability to the needs of your company distinguishes Vertec. Resource Planning is cloud ready and can also be customized.
Resource Planning includes all the teams and their members, as well as all the resources that are needed to carry out a project. In addition to capacity planning, this can include workspaces, machines, human skills, or specific programs that are needed for a smooth workflow.
In Resource Planning, the particular focus is on the time factor, i.e. the time availability of resources. Which employees are currently on vacation, sick, absent or already full? The available time of a resource is often referred to as capacity in project planning.
Product line “Standard” or “Expert”
modules “Services & CRM,” “Resource Planning”
Project Calculation , Opportunities
Vertec helps you make the most of your company’s most important resource – your time.
From Resource Planning to performance recording to invoicing and evaluation.
Vertec helps you make the most of your time. Consistently in one system.
In Vertec, gross capacity means the available working time before considering absences (vacations, sickness, compensation), but including absences of the type “free” (e.g. public holidays).
Net capacity refers to the working time available after considering all types of absence.
Yes, you can see availability per employee, department or skill level and filter accordingly and thus optimize your resource management.
Yes, this is also possible.
Yes, you can schedule individual months, weeks, or days in Resource Planning, as well as block planned values such as 50 % of the available time for a project or a phase.
You can maintain the skills of your employees in Vertec and use them for your Resource Planning.
