Introduction
...
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.
...
Skills: List the skills and competencies.Working Capacity: Set the availability schedule (e.g., Full-time, Part-time). Assign capacity scheme to resources
...
Step 4: Set up Billing Rates
Enter the billing rates for each resource. This can include different rates for various tasks or projects.
Step 5: Set up Capacity Scheme and Holidays
Working Capacity: This section allows for the adjustment of a resource's capacity to undertake tasks or projects, ensuring optimal workload distribution. To adjust a resource's capacity, find the 'Working Capacity' section from the App Settings. Here, you can assign a capacity scheme to the resource and custom availability patterns based on the specific needs of your projects.
...
Holiday Scheme: Assign holiday schemes to your resources and create a custom holiday calendar to ensure accurate scheduling and workload planning.