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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 > Configure resource access to the app button
It is important to ensure that everyone who may use the ResourcePlanner app has access to it. To do this, you need to decide who will have the application installed by default:
Accessible only to authorized Managers: you choose which manager is allowed to access the application. To do this, 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 to authorized managers & all resources: all resources with intranet access will have access, and you will need to choose which managers can access it. To do this, 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 an active intranet and all active managers will be able to access the application.
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Application features
The ResourcePlanner application allows you to plan the activity (Absence, Internal & Production) of your resources.
Access to this App is possible in the following ways:
From Apps > ResourcePlanner to plan your own times
From the "ResourcePlanner" button in the "Deliveries" tab of a project record to plan the times of the resources on that project
From the "ResourcePlanner" button in the "Timesheets" tab of a resource record to plan the times of that resource
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Using the application
Plan your own times
Apps > ResourcePlanner
From this view, month by month, you can plan your production, internal, absence, and prospecting times.
The planned times (internal and production) will then be carried over to the employee's timesheets.
IMPORTANT!
If absences are planned, they will not appear in the planned times. Only absence requests are automatically reflected in the timesheets.
Plan resource times on a project
Projects > Project record > Deliveries tab > click on the Apps icon
From this view, you can plan the times of all resources assigned to the project.
Synthetic view of the total remaining budget to be planned for all resources assigned to the project
Cells are grayed out if planning has already been registered on another project for resources working on multiple deliveries
The planned times for the month are displayed for each resource
View of the total planned times for the month
Plan a resource's times
Resources > Resource record > Timesheets tab > click on the Apps icon
Once in the application, you can plan your resource's times.
FAQ
Can I natively extract data from ResourcePlanner or PlanProduction?
It is not possible to directly extract forecasted data entered in ResourcePlanner (and visible in PlanProduction).