Relation between resourcing planner & leave

Relation between resourcing planner & leave

Usually when you start allocating people on projects, you have no idea when they will request time-off and you want to be sure that their vacation will be very visible in the Resourcing planner. What’s happening with a person`s allocation … Continued
Warning for over-allocated & under-allocated persons

Warning for over-allocated & under-allocated persons

Over and under allocation warning colors To get the best performance and results from your team, you must avoid resources over-allocation and under-allocation. Go to “Resourcing” on menu and click on “People view” tab. A simple color scheme will make … Continued
Add a Task (story, task, bug, improvement)

Add a Task (story, task, bug, improvement)

Adding tasks Go to Tasks => All tasks and click on the Add button from the bottom right corner. Choose who you assign the task to – you have a drop down list with the employees. Set the Start and … Continued
Add multiple allocations

Add multiple allocations

How to make a multiple allocation Go to “Resourcing” on menu. Click on “Add multiple allocations” button from top of the planner. A pop-up with the list of the persons will appear. You can select only specific persons for which … Continued
Archiving and deleting people

Archiving and deleting people

If people are no longer in your team and you don`t want them to be in you reports and in the resourcing calendar, you can archive or delete them from your account. To archive and delete a person you need to have Owner, … Continued
Resourcing allocations report

Resourcing allocations report

Report based on resourcing reports Go to “Reports” on menu. Resourcing tab: Resourcing allocation report Analytics tab: Projects allocations versus burn Resources utilisation Available capacity Productivity Resourcing allocation report Go to “Reports” -> “Resourcing” -> Select a period into the … Continued
Leave report

Leave report

Steps to generate a Leave report   In the Leave calendar you can see the requests and you can approve/decline/modify/delete them. You also have a view of everybody`s requests for each month by using the Back and Forward buttons. If you want an overview … Continued
Setup skill for team members

Setup skill for team members

Setting up skills for your team members is a pretty easy step if you already have a list of skill in elapseit. Putting together a skills list Go to Settings In the open page, go to Skills Click on the green … Continued