Resource Planner

Planning across multiple weeks

To distribute work over several weeks:

1. Select a date range.
2. Enter the total number of hours.
3. Select Distribute.
4. The hours will be automatically spread across the selected period.
   
   

Editing reservations

To update an existing reservation:

1. Select a reservation (colored box).
2. Change the hours, dates, or other details.
3. Save your changes.
   
   

Adjusting plans

You can quickly adjust schedules using drag and drop.

Examples:

• Move reservations between weeks
• Assign work to another co-worker
• Rebalance workloads when priorities change
  
  

Tracking planned vs. estimated hours

If estimated hours are defined for project activities, you can compare:

• Estimated hours – Planned project scope
• Planned hours – Forecasted work
• Actual hours – Registered time

When planned hours exceed the estimate, the value is highlighted in red.

Project Plan integration

The Resource Planner is fully connected to Project Plan.

To view detailed project planning:

1. Select Go to Project Plan.
2. Review project schedules, hour tracking, and financial information.

Changes made in either view are automatically synchronized.

Connection to Reservations and Project Plan

All planning tools work together.

• Reservations created in Resource Planner are saved automatically.
• Changes are reflected on the Reservations page.
• Updates are synchronized with Project Plan.
• Changes made in one planning view are available in the others.

Customizing the view

You can tailor the planner to display only the information you need.

Available options include:

• Filter by project
• Filter by co-worker
• Filter by tag
• Show or hide activity names

Working with time ranges

You can view:

• A single week
• Multiple weeks
• Several months

Use horizontal scrolling to move through future or previous weeks.

This makes it suitable for both short-term and long-term planning.

Deleting multiple reservations

To delete several reservations at once:

1. Right-click a reservation.
2. Select the reservations you want to remove.
3. Select More.
4. Choose Delete.

Holidays and availability

Company holidays and national holidays are automatically included in capacity calculations.

When holidays occur:

• Available hours are reduced automatically.
• Capacity calculations are updated immediately.

Example:

A user who normally works 37 hours per week will have fewer available hours during a week that contains holiday days.