Seitenvergleich

Our first goal is to create all relevant teams and define capacity for the team members.

1: Go to Capacity Board.

2: Create new filters for all resources and specific teams.

Find out more about the Capacity Board and its features.

1: Select team members for this team in the popup dialog.

2: Think of a name for this filter, e.g. 'All internal ressources'

3: Save the filter.

Find out more about Resource Filters. 

Define capacities for permanent employees and freelancers. Create capacity entries for each team member* with the Create Capacity wizard (with extend filter option).

1: Select a ressource. Multiple Resources can be selected since version 1.5!

2: Ensure 'extend filter' option is set (If the selected ressource is not in the filter selection it will be added by this option).

3: Save the entries.

Default capacities per day can be configured in the plugin configuration.

1: Go to Absence Board.

2: Create temporary absence e.g. for a leave or public holidays directly in the board.

3: Use the wizard for long term absence e.g. for a long vacation or sabbatical.

Create long term absences for the team members* e.g. for a long vacation or sabbatical with the wizard.

1: Select the Resource you want to create an Absence for. Multiple Resources can be selected since version 1.5!

2: Define the respective Timeframe.

3: Enter the Absence Duration of the Resource in the defined Timeframe (- Default Value: 100% of respective Capacity).

4: Decide whether you want to add the selected Resource to the active Resource Filter to show it immediately.

Use availability information in the Assignment Board for assignment planning. Go to Assignment Board. Here are some example cases:

1: Public Holiday in CW 20: Ted Cody's planning needs to be reduced by 16 hours (due to the reduced availability of 32 hours in this week).

2: Part time ressource: Tina Test works 50%, availabilty is therefore reduced

3: Long leave (e.g. vacation / sabbatical): Moe Grammer left for a long vacation, so availability is reduced to 0 for this timeframe

Availability information is also relevant if you use the Create Assignment Wizard and its distribution algorithms.