The resourcing by person page provides a view of resourcing for all people, a great tool for team leaders and managers.
There is a lot of information to process so filtering it down to an Office, Project Manager or Company level makes it more manageable. Resourcing is grouped into projects within companies, with all resourcing able to be edited. Additional people can be resourced to a project from here, rather than diving into the relevant project to do so.
Use cases include:
- A Team Lead/Manager to check what their team members are resourced on
- Input into a resourcing meeting (especially when teamed with the Resourcing By Project page)
You can access the By Person screen from the Resourcing menu.
The following is an overview of the screen
- Use the date picker to jump forward, or backwards to see previous resourcing
- Filter by Office, Team or Manager a well as to people that are “billable"
- You can assign projects to a person by clicking Assign Project
- Upcoming leave is included in resourcing to provide the full picture of activity (pencil booked if pending)
- Weekly totals are colour coded to represent the level of resourcing versus capacity
- Fully Resourced, exactly to capacity is shaded green
- Fully Resourced and overcapacity is shaded pink
- Partially Resourced, but has capacity is shaded yellow
- Pencil bookings are shown in light grey
- The project type is shown by the relevant icon (Sales, Internal or Leave), with Billable projects represented by the icon of the relevant status (Opportunity, Committed, In Progress)
Projects can be added to people by clicking "Assign Project". Simply search for a project by name, and either add it and update resourcing later, or choose to allocate hours at the time of adding it.