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Installing and configuring the application
Installing the application
Administration > Apps / Marketplace > Marketplace tab
Once installed, the application will automatically be accessible to all your managers and resources.
Configuring resource access to the application
Administration > Apps / Marketplace > Apps tab > ResourcePlanner > Button Configure resource access to the app
It is important to check that all people who may need to use the ResourcePlanner application have access to it. To do this, you need to decide to whom you install the application by default:
Accessible only by authorized Managers: you choose which manager is allowed to access the application. To do so, go to the Administration interface in the Managers / Roles module, open the relevant account/role records, then check the ResourcePlanner app in the Apps section.
Accessible by all managers: all managers will have the application installed by default.
Accessible only by authorized managers & all resources: all resources with intranet access will have access, and you must choose which managers can access it. To do so, go to the Administration interface in the Managers / Roles module, open the relevant account/role records, then check the ResourcePlanner app in the Apps section.
Accessible by all managers & resources: all resources with active intranet and all active managers will be able to access the application.
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Application features
The ResourcePlanner application enables you to schedule the activity (Absence, Internal & Production) of your resources.
Access to this App is possible using the following methods:
From Apps > ResourcePlanner to schedule your own times
From the "ResourcePlanner" button in the "Deliveries" tab of a project record to schedule the times of the project resources
From the "ResourcePlanner" button in the "Times" tab of a resource record to schedule the times of that resource
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Using the application
Scheduling your own times
Apps > ResourcePlanner
From this view, month by month, you can schedule your production, internal, absences, and prospecting times.
Scheduled times (internal and production) will then be transferred to the employee's timesheets.
IMPORTANT!
If absences are scheduled, they will not be included in the scheduled times. Only absence requests are automatically transferred to the timesheets.
Scheduling resource times on a project
Projects > Project record > Deliveries tab > click on the Apps icon
From this view, you can schedule the times of all resources assigned to the project.
Synthetic view of the total rest budget to be scheduled for all resources assigned to the project
Cells are grayed out if scheduling has already been declared on another project for resources working on multiple deliveries
The scheduled times for the month are displayed for each resource
View of the total scheduled times for the month
Scheduling a resource's times
Resources > Resource record > Times tab > click on the Apps icon
Once in the application, you can schedule your resource's times.
FAQ
Can I natively extract data from ResourcePlanner or PlanProduction?
It is not possible to directly extract forecast data entered in ResourcePlanner (and visible in PlanProduction).