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The workload plan allows you to instantly view the current resources and their associated contract and delivery. Thanks to the filters, you can easily anticipate the end of assignments as well as upcoming deliveries.
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Offer
This article presents the Workload Plan for Core & Legacy offers.
If you are on an Advanced or Enterprise offer, follow this article.
Workload Plans
Workload Plans allow you to view the "signed" and "forecasted" availability of the resources you manage. We recommend checking 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 shown at the bottom of the page:
Signed delivery: delivery for which you have received your client\'s agreement
Forecasted delivery: delivery you plan to sign (WARNING: a resource cannot log time on a forecasted 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 display on the workload plan.⠀
IMPORTANT!
Inactivity is not automatically created with absence requests or even with time declaration (internal activity). If your goal is planning, please use the PlanProduction application, which will allow you to view absence requests and time spent.
Internal activity is created from the Resource card > Delivery tab > + Button > Inactivity. You will then have the option 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 on which the positioning took place. You can edit and display the period of positionings as well as choose the states of the positionings you wish 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 as long as possible 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 periods of formalized positionings. It may be interesting to display the positioning periods of all positionings in the "creation" and "introduced to the client" states, for example.
Want to view advanced positionings on your workload plan? The article is here.