ResourcePlanner is an application that allows you to plan the activity (Absence, Internal & Production) of your resources. 

Contents

Installing & configuring the app

Installing the app

Administration > Apps / Marketplace > Marketplace tab

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Once installed, the app will automatically be accessible to all your managers and resources. 

Configuring resource access to the app

Administration > Apps / Marketplace > Apps tab> ResourcePlanner > Configure resource access to the app button

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It is important to ensure that all individuals who may use the ResourcePlanner application have access to it. To do this, you need to decide who you are installing the application for by default:

  • Accessible only for authorized managers: you choose which manager has the right to access the application. To do this, go to the Administration interface in the Managers / Roles module, open the relevant manager/role card, then check the ResourcePlanner app in the Apps tab.
  • Accessible for all managers: all managers will have the application installed by default on their interface. 
  • Accessible only for authorized managers and all resources: all resources with access to an intranet account will have access to it and you must choose which managers can have access. To do this, go to the Administration interface in the Managers / Roles module, open the relevant manager/role card, then check the ResourcePlanner app in the Apps tab. 
  • Accessible for all managers & resources: all resources with an active intranet and all active managers will be able to access the application. 
Application features

The ResourcePlanner application allows you to plan the activity (Absence, Internal & Production) of your resources.

Access to this App is done through the following methods:

  • From Apps > ResourcePlanner to plan your own time
  • From the "ResourcePlanner" button in the "Deliveries" tab of a project card to plan the time of resources for that project
  • From the "ResourcePlanner" button in the "Time" tab of a resource card to plan the time of that resource
Using the app

Planning your own time

Apps > ResourcePlanner

From this view, month by month, you can plan your production, internal, absence, and prospecting times.

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Planned times (internal and production) will then be reflected on the collaborator's timesheets.

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IMPORTANT!

If absences are planned, they will not be reflected in the planned times. Only absence requests automatically appear on timesheets.

Planning the times of resources on a project

Projects > Project card > Deliveries tab > click on the App icon

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From this view, you can plan the times of all resources assigned to the project.

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  1. Synthetic view of the overall remaining budget to plan for all resources assigned to the project
  2. Cells are grayed out if planning has already been declared on another project for resources working on multiple deliveries
  3. Planned times for the month are displayed for each resource
  4. View of the total planned times for the month

Planning the times of a resource

Resources > Resource card > Timesheets tab > click on the App icon

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Once in the application, you can plan the time for your resource.

We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.

If you still have any questions, feel free to get in touch with our Support team :

Reach out to our support team

Tel : (+33) 03 62 27 61 05

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