Resource Planner
Get an overview of employees’ project workload and plan when work should be carried out.
The Resource Planner includes powerful features, all based on employees’ allocated hours.
By default, the report displays employees’ workload in the selected period. Any unregistered hours in relation to their allocation are evenly distributed across the duration of the individual tasks.
You can then define exactly how many hours your employees should spend on specific project tasks—for example, at a daily level.
Additionally, the report can display an estimated revenue, assuming that the allocated hours are registered according to the resource plan. This calculation is based on the hourly rate of the allocated hours.
How to use the report
In the Resource filter, select the employee(s) to include in the report, along with the grouping and time period to display.
In the Project filter, you can further refine which projects to include and which project details should appear in the report columns.
Since this report is often used for different purposes, you can save your filter settings after generating the report by clicking Show.
Using TimeLog Tracker for Outlook
When you create appointments in Outlook, the Resource Planner is automatically updated with the details from those appointments.
You choose which project and task the time should be allocated to, and future bookings will appear in the Resource Planner.
This provides a more accurate picture of employee workload and helps avoid unexpected changes. At the same time, you get an automatic revenue forecast for the upcoming period based on planned Outlook appointments.
- A small triangle next to the number of hours indicates that one or more Outlook appointments and/or manual bookings are associated with those hours.
- If more hours are registered in Outlook than booked directly in the Resource Planner, the Outlook hours will be shown.
- Hours are not added together—the higher value is displayed.
Example:
If you register 4 hours in Outlook and 2 hours were already booked manually in the Resource Planner, the report will show 4 hours. You can still see both the Outlook registration and the manual booking in the underlying list.
Special notes
The configuration of the reference day (used for calculating man-days) and permissions for modifying employee workload is managed under:
System Administration → Reports → Report settings
At the top right of the report, you will find links to related reports and functions. The Booked vs. Registered Work report checks whether employees have registered the work hours that were booked directly on workdays.
Please note that value calculations for fixed-price projects are based on an average distribution of the remaining contract value across the remaining budgeted hours. The average hourly rate is calculated as:
(contract value – estimated value) / (budgeted hours – estimated hours)