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Installation and configuration of the application
Installing the application
Administration > Apps / Marketplace > Marketplace tab
Once installed, the application will automatically be accessible by 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 need to use the ResourcePlanner application 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 has the right 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 must 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 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 resources on that project
From the "ResourcePlanner" button in the "Timesheets" tab of a resource record to schedule the times of that resource
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Using the application
Schedule your own times
Apps > ResourcePlanner
From this view, month by month, you can schedule your production, internal, absence, and prospecting times.
The scheduled times (internal and production) will then be reflected on the employee's timesheets.
IMPORTANT!
If absences are scheduled, they will not be included in the scheduled times. Only absence requests are automatically reflected on the timesheets.
Schedule 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 remaining 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
Schedule a resource's times
Resources > Resource record > Timesheets 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 the forecast data entered in ResourcePlanner (and visible in PlanProduction).