Revision as of 15:01, 27 February 2026

Resource planning

General and Settings

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.

If time is to be planned on a weekly basis, all time is added on Monday, and the overview is displayed when the ‘Week’ level of detail is selected. 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

Select one or more employees and one or more days to be distributed between them and click the Allocate button.

Whole amount on each day	All hours on all marked days and employees specified under Hours are recorded here.
Equally allocated	The hours specified under Hours are distributed evenly between the selected days and employees.
Max until everything is allocated	The hours are distributed among employees in alphabetical order, or if, for example, a week has been selected, the hours are distributed at the beginning of the week until everything is distributed.
Maximal allocation %	Here, the percentage of hours for Evenly distributed and Maximum until everything is distributed is specified. Can be used, for example, if an employee is to work on a project for a certain part of the day.

Editing planned days

Right-click on the day (Ctrl + mouse click on Mac) to edit a scheduled day. Multiple days can be selected and edited at once.

Copy	The selected day can be copied to another day or another employee.
Move	The selected day can be moved/cut to another day or another employee.
Paste	A copied or moved day is pasted into the selected day and replaces the previous information. A question is asked if you want to replace the existing data.
Add	A copied or moved day is pasted into the selected day. The information is added to the existing data.
Delete	All information in the selected day is deleted.

Other functions

Export 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. Selection - Show

Copy period
Arrows	By scrolling with the arrows, you can move between weeks.
With the Copy period button, you can copy selected employees and periods to another period.
Undo	The last entry is undone with the Undo button.

Planned time	If the box for planned time is checked, it will be displayed in the resource-planned time.
Used time	If the box for used time is checked, the time reported in the Time Reporting will be displayed.
Empty rows	If Empty rows is checked, employees who do not have any time planned/reported during the week will also be displayed.
Sums	Summarises the planned and reported time for the day. The total planned and spent time for the entire week is displayed under the employee's name.
Do not sort	Tick/untick if the list should be sorted alphabetically by project or not.

Selection– Detail level {class=mandeflist

Details Details show resource planning on a weekly basis per day and employee. Week The planned time for the week is shown here. Available resources The setting for which occupancy rate the colour refers to is set in the user icon at the bottom of Marathon, in the Projects tab. List If you click on ‘List’, you will see what has been planned and what has been registered. You can deepen by project, employee, code, date or details. You can also deepen on individual entries by double-clicking on them.

Selection Deepening

Project

You can choose between different project types. The box Project missing shows all entries that have been registered without a project. The list allows you to select projects.

Delete

In the detail level List with deepening Details, the Delete button becomes clickable. Delete rows by selecting one or more rows (press the Ctrl key and select rows) and click Delete.

Move

This function is used to move planned time at employee or project level. Select a period in the Date (from-to) fields. The date selection determines which date is to be counted as the start date in the move function, as well as which planned time entries can be moved in this round. Select the ‘Project’ or ‘Employee’ tab, select a project or person, and then press the Move button. The box displays a list of the time planned for the selected project or employee. Enter the number of working days by which the planned time should be moved forward, either by selecting the number of working days or changing the date in the To (start date) field. The list updates the New date and Left after moving columns for each change made to the start date. New date shows the day to which the entries will be moved if the move is carried out. Left after moving shows what the day to which the time is moved will look like after the move. Save to confirm. Please note that this move cannot be undone.

Time reporting

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.

Under the Resource Planning button, employees can see what has been planned for the week. It is possible to compare this with the reported time.

Show resource planned time on project 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.

The Fees tab shows the project's resource planning. Here you can see both what has been planned and what has been registered for the project. You can select a date range and view the list by date, employee, code or details. There is also a box for quick search.

Reports In Reports, the concept of Resource Planned Time can be activated for use as a column.

Difference between revisions of "Resource planning"

Revision as of 15:01, 27 February 2026

Contents

Resource planning

General and Settings

Allocate resources

Editing planned days

Other functions

Time reporting

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 100: / Line 100: @@
 ''Selection Deepening''
+{|class=mandeflist
-Project	You can choose between different project types. The box Project missing shows all entries that have been registered without a project. The list allows you to select projects.
+!Project
-Delete	In the detail level List with deepening Details, the Delete button becomes clickable. Delete rows by selecting one or more rows (press the Ctrl key and select rows) and click Delete.
+|You can choose between different project types. The box '''Project missing''' shows all entries that have been registered without a project. The list allows you to select projects.
-Move	This function is used to move planned time at employee or project level. Select a period in the Date (from-to) fields. The date selection determines which date is to be counted as the start date in the move function, as well as which planned time entries can be moved in this round.
+|-
-Select the ‘Project’ or ‘Employee’ tab, select a project or person, and then press the Move button. The box displays a list of the time planned for the selected project or employee.
+!Delete
+|In the detail level List with deepening Details, the Delete button becomes clickable. Delete rows by selecting one or more rows (press the Ctrl key and select rows) and click Delete.
+|-
+!Move
+This function is used to move planned time at employee or project level. Select a period in the Date (from-to) fields. The date selection determines which date is to be counted as the start date in the move function, as well as which planned time entries can be moved in this round. Select the ‘Project’ or ‘Employee’ tab, select a project or person, and then press the Move button. The box displays a list of the time planned for the selected project or employee.
 Enter the number of working days by which the planned time should be moved forward, either by selecting the number of working days or changing the date in the To (start date) field. The list updates the New date and Left after moving columns for each change made to the start date.
 New date shows the day to which the entries will be moved if the move is carried out.
 Left after moving shows what the day to which the time is moved will look like after the move.
 Save to confirm. Please note that this move cannot be undone.
+|}
-Time reporting
+== Time reporting ==
 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.