Allocation on projects, phases or activities

Allocation on projects, phases or activities

Allocate the resources of your company on specific projects, phases or activities.   Go to “Resourcing” from menu. The resourcing planner has two views: People view Project view   You can navigate from a month to another using the “One … Continued
Allocation workflow for project managers

Allocation workflow for project managers

Who can allocate resources on projects?   The persons who have the following access levels: “Project manager”, “Project Director”, “Accounting” and “Administrator” have full right to allocate persons on the projects. For each project it can be set allocation limitations … Continued
Kanban board

Kanban board

The Kanban board helps you visualize the process steps and the workflow of the project you are working on, making the status visible for the entire team.¬†Horizontally you will see the Story and the sub-tasks (Task, Improvement, Bug) and vertically … Continued
Tasks dependencies

Tasks dependencies

How to create task dependencies This feature is useful for managing work that needs to be done in a particular order. The most used dependency relationship is a finish-to-start relationship. Which means the first task must be finished before the … Continued
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