Resourcing

Resource Planning View for Workload Management

The Resource Planning View is designed to aid in the planning and tracking of employee workloads on a monthly basis, with an option to filter by year. The display organizes employees row by row, with columns indicating the percentage of expected work hours versus the actual work hours available to each employee. This view is particularly beneficial for companies engaged in consultancy or expertise-based work, ensuring adequate availability of consultants or free workforce capacity.

Efficient Workforce Allocation and Oversight

Monthly Workload Overview: Provides a clear depiction of each employee’s workload, comparing planned versus available hours in percentage terms, enabling precise workload management.
Example Use Case: A project manager uses the view to ensure that team members are not overburdened with work, redistributing tasks as necessary to maintain a balanced workload across the team.

Yearly Filtering Capability: Enhances long-term planning and tracking by allowing managers to focus on resource allocation and workload balance throughout the year.
Example Use Case: An operations manager filters the view to assess yearly workload trends, ensuring that staffing levels are adjusted in anticipation of busy or slow periods.

Strategic Resource Planning: Essential for firms requiring a strategic approach to consultant availability or workforce flexibility, matching project demands with personnel capacity.
Example Use Case: A consultancy firm reviews the resource planning view to identify availability for new projects, ensuring that they have sufficient consultants on hand to meet client needs without overextending their current workforce.

This Resource Planning View streamlines the management of workloads and resources, fostering a proactive approach to workforce planning and ensuring optimal balance between employee capacities and project requirements.

Updated on: 24/03/2024