Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The "All Resources" feature in Teamboard TimePlanner is designed to offer a detailed overview of all available resources within the platform. This section is pivotal for managers and administrators who are tasked with overseeing and optimizing the deployment of workforce resources.

...

Resource Information

Upon accessing a profile/resource, you are presented with a full-screen view that showcases a wealth of information spanning several categories.

...

Info

Note that some fields may require 'Field Data', which is metadata created by an Admin. Look for an "Edit Profile" button.

Rate and Capacity

If you are an Admin, you have additional functionalities. You can 'Rate' the resource and adjust its 'Resource Capacity'.

...

Info

Remember to save your changes to ensure that they are reflected on the system.

Additional Functionalities:

  • Holiday: Displays scheduled breaks, holidays, and non-working days for the resource. As an admin, you can also add more holidays to a resource.

  • Timesheets: Tracks and records the time each resource spends on various tasks and projects.

  • Leave: Manages and monitors leave requests and approvals.

  • Report: Generates comprehensive reports detailing the resource's performance, time allocation, and other metrics.