Resource planning - Revision history

TR: Marked this version for translation

2026-03-09T09:36:44Z

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TR at 09:36, 9 March 2026

2026-03-09T09:36:31Z

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2026-03-09T09:00:43Z

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TR at 09:00, 9 March 2026

2026-03-09T09:00:31Z

TR at 08:57, 9 March 2026

2026-03-09T08:57:44Z

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2026-03-09T08:56:19Z

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TR at 08:56, 9 March 2026

2026-03-09T08:56:11Z

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2026-03-09T08:49:40Z

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TR at 08:49, 9 March 2026

2026-03-09T08:49:27Z

TR at 07:58, 9 March 2026

2026-03-09T07:58:55Z

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 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
-==Plan resources==  <!--T:64-->
+==Plan resources== <!--T:64-->
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.

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 |To print the resource planning, select Export, then interval and OK to export the printout to Excel. The printout shows the selection that is on the screen at the time of printing.
 |}
 <!--T:72-->

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 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
-<!--T:64-->
+==Plan resources==  <!--T:64-->
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.

@@ Line 14: / Line 14: @@
 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
-==Plan resources== <!--T:64-->
+<!--T:64-->
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.

← Older revision		Revision as of 08:57, 9 March 2026
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	==Plan resources== <!--T:64-->		==Plan resources== <!--T:64-->

−	<!--T:81-->
	Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.		Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.

← Older revision		Revision as of 08:56, 9 March 2026
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	<!--T:64-->		<!--T:64-->
		+	==Plan resources==
		+
	Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.		Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.

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 <translate>
-=Resource planning=
+=Resource planning= <!--T:60-->
-== General and Settings ==
+== General and Settings == <!--T:61-->
 In Projects | Projects, the Resource Planning tab can be used to plan employees' time. Time can be planned either per day or per week.
 Colour coding for different project types can be set in Project | Backoffice | Base Register | Parameters, the Fee tab.
 Which employees can be resource planned is set in Project | Backoffice | Base Register | Employees, the General tab. Tick the box Enable resource planning.
 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.
 {{ExpandImage| PRO-RES-EN-Bild1.png}}
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 The project ID can be entered or selected by clicking in the search box (with three lines and dots), hours and any fee codes can be entered, and comments can be added. Select OK to save or Cancel to exit.
-=== Allocate resources ===
+=== Allocate resources === <!--T:66-->
 Select one or more employees and one or more days to be distributed between them and click the Allocate button.
 {{ExpandImage| PRO-RES-EN-Bild2.png}}
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 |}
-=== Editing planned days ===
+=== Editing planned days === <!--T:68-->
 Right-click on the day (Ctrl + mouse click on Mac) to edit a scheduled day. Multiple days can be selected and edited at once.
 {{ExpandImage| PRO-RES-EN-Bild3.png}}
 {|class=mandeflist
 !Copy
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 |}
-=== Other functions ===
+=== Other functions === <!--T:71-->
 {|class=mandeflist
 !Arrows
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 |}
 {{ExpandImage| PRO-RES-EN-Bild4.png}}
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 |}
 ''Selection– Detail level''
 {class=mandeflist
@@ Line 112: / Line 121: @@
 {{ExpandImage| PRO-RES-EN-Bild5.png}}
 ''Selection Deepening''
 {|class=mandeflist
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 |}
-== Time reporting ==
+== Time reporting == <!--T:75-->
 In the time report, employees with the appropriate authorisation settings can retrieve planned time from resource planning to their time report. Either only the project and comments are retrieved, or the project, comments and number of planned hours.
 {{ExpandImage| PRO-RES-EN-Bild6.png}}
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-== Show resource planned time on project==
+== Show resource planned time on project==  <!--T:77-->
 If the parameter Show resource planned in project analysis (Project | Backoffice | Base register | Parameters, Clients and projects tab) is enabled, two new columns are displayed in the analysis screen for the project: Planned and WIÅ 2.
 Planned shows the sales price Fees price for all time planned for the project going forward, and WIP 2 shows WIP + Planned.
 {{ExpandImage| PRO-RES-EN-Bild8.png}}
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 {{ExpandImage| PRO-RES-EN-Bild9.png}}
-== Reports ==
+== Reports == <!--T:79-->
 In Reports, the concept of Resource Planned Time can be activated for use as a column.
 [[Category:PRO-RES-EN]]
 [[Category:Projects]]