Topics | Description |
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Administrate Availabilites | - In each Case an Employee does start, change or terminate his / her Job in your Organization:
- As those changes typically concern long periods and are quite homogeneous the Create Capacity Popup in the Capacity Board is the best way to apply them.
- In each Case an external Resource does start, change or terminate his / her Freelancing for your Organization:
- If those changes concern long periods and are quite homogeneous the Create Capacity Popup in the Capacity Board is the best way to apply them.
- If those changes concern short periods or vary significantly the Capacity Board itself is the best way to apply them directly for each Calendar Week.
- In each Case an Employee is or is going to be absent (e.g. Holiday, Sick Leave):
- As those changes typically concern short periods the Absence Board itself is the best way to apply them directly for each Calendar Week.
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Plan continuous Assignments | - In the Beginning of long term Projects or for Maintenance Agreements you often have to plan with a steady average Duration for the required Resources:
- Use the Create Assignment Popup in the Planning (Assignment) Board with the Fix Duration / Week Distribution to create such Assignments.
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Execute Assignments | - If you want to check regularly with which Duration you are personally assigned to different Projects:
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Solve Conflicts | - As a Team Leader or Resource Manager you should regularly check the Utilization of the Resources you are responsible for in the Planning Board.
- As a Project Manager typically you continuously monitor and optimize the Assignments of Resources to your own Project in the Planning Board.
- To do so:
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