Introduction
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Managing Resource Profiles with TeamBoard TimePlanner involves several steps to ensure that resources are allocated efficiently and tasks are assigned appropriately. Here's a guide to help you get started:
[Video]
Key Objectives
Efficiently allocate resources to tasks and projects.
Monitor and manage resource workloads.
Optimize resource utilization.
Provide visibility into resource availability and skill sets.
Step-by-step Guide
Step 1: Initial Setup
Invite
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New Resources to Jira: Ensure that all your team members are invited to your Jira instance.
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This step is crucial as it synchronizes your team members with the Resource section in TeamBoard TimePlanner.
Once invited, your team members will automatically
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sync from Jira
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to the Resource section in TeamBoard TimePlanner.
Step 2: View Resource Profiles
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Skills: List the skills and competencies.
Working Capacity: Set the availability schedule (e.g., Full-time, Part-time). Assign capacity scheme to resources
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Step 4: Set up Billing Rates
Enter the billing rates for each resource. This can include different rates for various tasks or projects.