Resource Planning
Specific employee scheduling, work packages for projects, and reports on workload and available capacity.
By Christian and 2 others3 authors7 articles
Feature Overview – Resource PlanningThree product line availability, additional menu items in main menu and detail pages, additional reports.
Basic Settings – Resource PlanningModule activation, default scheduling type, capacity warning, mail templates and notification rules.
Create and Manage SchedulingStandard and specific scheduling with matrix access, inline editing, summary rows and ratable distribution.
View and Book SchedulingView your scheduling in the Planning menu and book a project time directly from the schedulings via the Project Times day aggregation.
Create and Manage Work PackagesCreate work packages from project, task, ticket, subtask or customer view; manage status, plan adjustments and remaining effort.
View and Book Work PackagesView your work packages, book project times via the Gantt context menu and update remaining effort with the Done button.
Reports – Resource PlanningAll reports of the Resource Planning module: planning, actual comparison, work packages, workload, employment level, available capacity, and planning overview.