In the Resource Planner, you have the flexibility to switch between three different layouts or perspectives (By Person, By Project, and By Time Off) to tailor your perspective and make resource management a breeze.
Besides that, you have access to Advanced options to help you configure the resourcing layout and use features such as fields, filters, and the search bar for smoother navigation.
Changing between perspectives
Navigate to the Resourcing tab, select Resource Planner and use the dropdown menu to switch between Person, Project, and Time Off.
This allows for better resource allocation and planning as you can shift your focus to projects, people, and booking time off in just a click.
In the Resource Planner, you have the flexibility to switch between three different layouts or perspectives: By Person, By Project (Beta), and By Time Off. Each perspective is designed to give you a different view of your team's resources and bookings, helping you plan and manage workloads effectively. Here's how each perspective can be best utilized:
By Person: This perspective allows you to focus on individual team members. You can quickly see each person's bookings, availability, and capacity. It's ideal for managing your team’s workloads and ensuring no one is overbooked or underutilized.
By Project (Beta): This new view replaces the older "Projects" layout. It now lists budgets, deals, and projects (if linked). This perspective is great for managing resourcing for services that are part of budgets or deals, giving you a clear view of how time is being allocated. You can filter by budget, deal, or project, making it easy to focus on specific types of work.
By Time Off: Use this perspective to track and manage team members' time off, including vacations and other planned absences. This ensures you can account for any time off while planning resource allocations.
Customizing What you See
Fields
In the Resource planner, Fields help you organize and categorize information, by including or excluding information visible in your view, such as the person's availability, capacity, and the ratio between the two, for example.
Select fields and save the new view to your list of resourcing views.
Sorting options
The Sort function allows you to arrange information based on added fields either in ascending or descending order for better organization and clarity.
Filters
Filters allow you to narrow down the displayed information based on specific criteria, such as viewing bookings for a particular project, team member, or date range.
Similar to adjusting fields, after adjusting the filters, save the view for easier access later.
Find out more about filtering and how bookings are shown in Resourcing here.
Search bar
The Search bar allows you to quickly find specific team members when in the People perspective or projects when in the Projects perspective.
Zoom in and out
The Zoom in and Zoom out functionality helps you adjust the level of detail displayed in the interface, allowing you to focus on specific time frames or view broader overviews of resource allocations.
Next and Previous Week
The "Previous week" and "Next week" arrows in Resourcing allow for navigation in 7-day increments. To return to the current week in a click, choose "This week."
Advanced Options
Explore additional functionalities by navigating to the rightmost gear (⚙️) icon.
Here, you'll find advanced options such as:
Stack bookings: Helps you manage overlapping bookings making the bookings overview more compact.
Show Project colors and logos: By displaying project colors and logos, it's easier to distinguish between projects.
Show all holidays: Stay informed about holidays from all calendars within the organization to help you better plan and organize your team's time.
Show Capacity indicators (Heatmaps): Visualize team capacity with heatmaps, where red indicates overbooked resources and green signifies a balanced workload. Toggle between default and compact views for optimal visualization.
Show hours: View the total hours booked for a single person across projects.
Manage placeholders: Coordinate project and resource management by handling placeholders.
Show absences: View employees' absences while organizing your project scheduling.
Transparent bookings in the Resource Planner
When certain filters are applied to your view in the Resource planner, bookings falling outside the filtered criteria will appear transparent.
For a clearer overview, switch on the "Show only filtered bookings" toggle and any transparent bookings will be removed (applicable while organizing bookings in Resource planner > People, Resource planner > Projects, and Resource planner > Time off).
Find out more about filtering and how bookings are shown in the Resource planner here!
