Resource planner

Introduction

The resouce planner has strong functionalities based on the employees’ allocated hours.

Description

As default, the report shows the employees’ workload in the selected period where their non-tracked hours compared to their allocations are divided on the single tasks’ periods.

Thereafter, you can decide exactly how many hours your employees’ should work on which project tasks, e.g. on daily terms.

The third function is to shown an estimated revenue, if the allocated hours are registered according to the resource planning in the report. The hourly rates on the allocated hours are used for this calculation.

This is how you use …

The resource filter: Where you select the employee(s) to include in the report, and which grouping and period to be shown in the table.

The project filter: Where you can filter out which projects to include and which project information should be shown in the table columns.

As this report is often used with different focus, it is possible to save the filters after you have created the report by clicking Show.

Do you use the TimeLog Tracker for Outlook?

When you book calendar events in Outlook, the resource planner is automatically updated with the information you enter on the event. You decide which project and which takes you want to track time on, and the future events will be visible in the resource planner.

You thereby see the actual workload for your employees, and you avoid unexpected surprises in the resource planning. Besides that, you get an automatic revenue forecast for the coming period, which provide insights on how much you can expect to invoice based on the planned events in Outlook.

If there is a little triangle on the number of hours, it means that one or more events from Outlook have been transferred and/or that a manual booking was made.

If you have registered more hours in Outlook than you have booked in the resource planner, this is the number of hours you will see in the resource planner. The hours are not added up, so if you book more hours in the resource planner than you have registered in Outlook, this is the number of hours you will see in the resource planner.

An example: If you register 4 hours in Outlook, and you have already booked 2 hours manually in the resource planner, the number of hours shown in the resource planner will be 4. You will still be able to see the registration from Outlook and the manual booking from the resource planner in the list below.

Special remarks

The setup of reference days used for the calculation of Available man-days and the rights to change the employee workload are set in the System administration -> Report -> KPI settings.

In the top right corner of the report, you will find a number of links to related reports and functionalities. The link to Planned vs. booked work is for a report that checks if the employees have tracked their work time booked directly on the work days.

Please note that the value calculation of fixed price contracts is based on an average division of the remaining value of the contracts evenly spread on the remaining hours in the budget. The average hourly rate is calculated as: (contract value – estimated value) / (hour budget – estimated hours).

Our process document Resource management in TimeLog provides a detailed walk-through of each view option, and provide information on how you read/change the report’s hour distribution in the selected period.

 

Last updated 16 Jun 2020