Resources
Purpose. Answer two questions: how many hours each person should give to projects and how many they actually give. The plan is made by the manager, the fact is collected from employees' tracks.
Who sees it. Roles with permission for the “Resources” page. Only roles with permissions on the “Resource plans” collection can edit the plan; others see the plan and the fact without the right to edit.
How to open. Menu Work → Resources: the first tab, Statistics, opens.
Tabs
| Tab | What it shows | Who works with it |
|---|---|---|
| Statistics | Totals for a period: resource spend, fact by project, deviations | Managers |
| Plan | Planned hours for each day of the month by people and projects | The planner |
| Plan–fact | Plan and fact in one table, deviations by color | Managers |
| Calendar | Working, shortened, weekend, and holiday days of the year | Administrator |
How the process works
- Once a year, update the production calendar: it determines which days are working.
- On the “Plan” tab, add people to projects and set hours by day. The fastest way is the mass fill.
- Employees log time in “My tracks”.
- On the “Plan–fact” and “Statistics” tabs, watch how the fact relates to the plan.
Step by step: “Resource planning”.
What is not here
Deadlines of specific tasks are not moved in this section: for that there are the project calendar and the scope. People's load by tasks is shown by the “Workload” page.