Resource Planning
Specific employee scheduling, work packages for projects, and reports on workload and available capacity.
By Gideon 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.