Overview of Resource Planner

The Resource Planner provides an overview of the past, current and future activities of all users in the system. Application of the tools diverse functionality allows for further auditing through running reports and monitoring of individual timesheets.

Resource View

  1. Filter by – Project, Role or Individual Name to return the users or group you need to focus on.
  2. Projects/Resources - Choose the Resource view (above) or Project view (below)
  3. Saved Filter - Select from the dropdown menu of saved filters and views (Resource Booking View, Capacity Hours, Capacity View%)
  4. The date box allows the user to select a particular time frame to view.
  5. Move the calendar along by a certain time frame.
  6. Change view – one touch scroll forward or back in time. Display 1, 2 or 4 weeks. Or view by Weekly/Monthly capacity.
  7. Export – Export info to an excel or PDF format.
  8. Add Booking – Setup categories for quick addition of regular events such as vacations, training, Sick Leave.

Project View