Onboarding ” Plan Resources
The aim of Resource Planning is to ensure that sufficient company capacities are available at all times in the projects or phases. In order to gain the best possible view of the capacity utilization in the near future and to prioritize projects, offers can also be included.
The planning level can be selected between project and project phase. The planning interval can be days, weeks or months. The planned times are entered in tables per user, project, project phase or on a team.
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).
The capacity of the users is determined by the standard hours, the employment level, holidays and absences such as vacations, as well as the time already planned. The planned assignments can be compared with the capacity from a variety of perspectives to avoid underload or overload.
The capacity and utilization graphs provide a visual overview of the available resources.
To schedule tasks or responsibilities that have not yet been assigned a specific user, you can work with a placeholder, the scheduling editor.
In connection with Resource Planning, the following additional features are available:
As an alternative to normal Resource Planning, this additional feature allows planning on the assignment of users to phases (worker-phase-links).
Knowledge BaseProvides three utilization graphs for Resource Planning that take into account the probability of sales at project phases.
Knowledge BaseImplemented for the Business Intelligence Module (BI) the planning difference and revenue forecast Kpi from the Resource Planning. Enable a forecast of the expected revenue and insight into how well the planning has reflected reality.
Knowledge Base