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Offer
This article presents the Workload Plan available for all offers (Legacy, Core, Advanced, Enterprise).
If you are on an Advanced or Enterprise offer, you also have access to the Staffing view.
Workload Plans
Workload Plans allow you to view the "signed" and "planned" availability of the resources you manage. We recommend viewing them at the beginning of each month to anticipate your activity and potential upcoming bench periods.
To make the most of the workload plan, it is essential to understand the color code used.
For this, feel free to refer to the legend presented at the bottom of the page:
Signed delivery: delivery for which you have received your client’s agreement
Planned delivery: delivery you plan to sign (WARNING: a resource cannot log time on a planned delivery)
Internal: inactivity of type Internal. Non-billable activity you want to display on the workload plan (e.g.: training, internal projects, etc.).
Absence: inactivity of type Absence. Absence period you want to visualize on the workload plan.
IMPORTANT!
Inactivity is not automatically created with absence requests or even with time declaration (internal activity). If your goal is to do scheduling, please use the PlanProduction application, which will allow you to visualize absence requests and time consumed.
Internal activity is created from the Resource card > Delivery tab > + Button > Inactivity. You will then be able to choose between Internal and Absence.
Positioning: positioning performed on opportunities for each resource
IMPORTANT!
By default, Boond displays the date of positionings, i.e., the date when the positioning took place. You can modify and display the period of positionings as well as choose the stages of positionings you want to track.
HR contract: presence of an HR or subcontracting contract for each resource.
Tip:
You can also, by hovering your mouse over the different lines, get information about, for example, the delivery, but also by clicking on the desired line, go directly to the delivery/contract/inactivity/positioning.
Explanation of the main Advanced Filters
Occupation = allows you to display the occupation rate of each resource with color gradients. The darker the color, the higher the occupation rate.
Grouping = allows you to group all assignments of the same resource on a single bar to estimate the overall occupation rate of each resource. This is useful for resources working on several projects at once.
Availabilities = allows you to display resources available as soon as possible with "Sort in ascending order" or those occupied for the longest possible time with "Sort in descending order"…
Positioning = allows you to display resource positionings performed on opportunities. If you check the checkbox next to the field, you can display the formalized positioning periods. It can be interesting to display the positioning periods for all positionings in the "creation" and "introduced to the client" stages, for example.
Want to view advanced positionings on your workload plan? The article is here.