yesqert.blogg.se - Employee task planner

#Employee task planner update

Shows all projects and tasks employees are allocated too.This view offers an ideal overview of the employees’ utilisation and availability on already planned projects. The employee view is ideal for maintanance of a healthy resource plan and updates to existing bookings when conflicts and changes arise. Shows already assigned employees on the lowest task level.Shows all projects enabled for resource planner.In this view you can add the right employees to each task of a project and start planning their workload according to the time plan. The project view is ideal for bookings and allocations on a new project. You have different grouping options in the resource planner. You only see future bookings in the resource planner. You can only book from today’s date and on future dates.

Select a predefined period or select specific dates.

Once you've set the filter, you can change the time span to match your planning. You can select more than one project in the filter. If you filter on projects, the employee view will still show all employees, but only the workload from projects included in the filter. The employee filter controls which employees to include. The project filter controls which projects to include in the view. If you want to start over, click Clear filter. The filter automatically updates the view as you make selections. You use the filter to limit the view in the resource planner. Budgets don't follow into the resource planner at this stage (planned for future development). You will see the work breakdown structure (WBS), tasks and allocations in the resource planner.

Mark the checkbox next to the projects you want to import to the resource planner.

This imports all the employees you have in TimeLog and enables you to do your planning

#Employee task planner update

If you make use of project templates, we recommend you to do your updates there first and then update specific data separately. Check the setup of your projects before you import then, so you make sure you have the tasks and allocations you need.

You need to import your employees as resources and your projects, before you can start your planning. You find the resource planner in the Employees menu.