The normal planning mode allows you to have a detailed view of your teams’ planned efforts on your different projects.
The first step will be to make sure you choose the correct filters and the correct period of time. To learn more about the use of filters, please consult the guide Presentation of the planning page.
Understanding the resource planning table
Resource planning table
The blue icon next to your resource’s name shows you the number of projects to which he/she is assigned. Click to view the list and their planned efforts.
Explanation of this table:
- The button Add projects located under the table allows you to add new projects for your employees.
- Click on the name of the project to display the right panel, which will show you all the information regarding your project.
- Click on the name of an employee to display the right panel, which will show all the information regarding this resource.
Planning efforts by resource
Reminder, resource planning allows you to simultaneously plan the efforts for an employee on several projects.
After selecting the resource view, navigate to the employee you wish to plan for and click on the blue icon next to his/her name to see all the projects he/she is working on.
As a reminder, you can assign new projects to your employee by clicking on the button Add projects under the table. You can also access a project’s file or an employee’s file by clicking on their names. This information can be useful, for example, to visualize the availability of your employees.
Enter in the white boxes the hours you wish to plan for your employees’ or their percentage of availability, depending on the unit you have chosen as a filter.
Once your planned hours are listed, a blue banner will appear at the bottom of your webpage inviting you to save your changes. Click on the button to save your planning.
Your capacity graph will update as soon as you save your changes to present your new capacity curve.