Planning

This section of the system is designed for company resource planning. The schedule provides a clear overview of when a project is nearing completion and which resources will be freed as a result. It also shows which employees can be fully or partially allocated to other projects.

Interface Overview

The page is presented as a calendar-style chart. Vertically, it displays a list of employees, while horizontally, it shows workweeks (or days).

The project timeline on the page is represented by a horizontal line. The color of this line is determined by the project type:

• Gray - Non-Profit

• Green - Fixed Price

• Blue - Time & Material

The page displays employee workloads, the projects they are involved in, their percentage of involvement, as well as vacation and sick leave periods. The vacation period is shown as a vertical orange stripe, while the sick leave period is shown as a vertical blue stripe. The current day is highlighted in gray.

If you need to extend an employee’s involvement in a project, you can drag the project’s horizontal line to the right. To add an employee to a new project, use the +Add assignment option or click + in the employee’s row.

In the Planning section, financial information about agreements with employees is intentionally hidden to allow employees with different access rights to work with it. Therefore, setting their rate in the project agreement is essential after adding an employee to a new project.

The system allows filtering by line manager, tags, or using a free-text search field to look up projects or skills specified in an employee’s profile.

Marks

In this section, you can add additional marks next to each employee to enable filtering based on them. We recommend agreeing at the company level on which tags to use in specific cases.

Scope: reports_calendar_of_agreements_can_edit

Example of tag usage:

Field

Description

🔒

Until which date is the employee assigned to the project

🎯

In which specific areas this employee can be further involved

To add a mark, hover the cursor over the icon and click on it. A modal window will open, where the user needs to select a mark from the dropdown list, and below in the Comment field, add a description, which will also be displayed.

How to select specialists with specific experience for a project?

When planning future projects in Planning section, there is an option to select specialists with specific skills and expertise. When hovering the mouse over the employee’s name, a dropdown list will appear showing the skills, knowledge, and abilities of the specialist. Additionally, filters allow you to quickly filter the table by a specified parameter. For example, if you need someone with SQL knowledge, you can enter this parameter in the filter, and the system will provide a list of all employees with those skills

Resource utilization report

Information about the workload of employees can also be viewed in a table format on the Utilization tab.

The data in the report is based on the specified allocation of employees across projects where they have agreements.

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