Introduction
Resource Profile Management involves managing and optimizing the allocation of resources (team members, skills, availability, etc.) within a project to ensure efficient utilization and effective project execution. TeamBoard TimePlanner is a tool that helps in managing these resources by providing features for scheduling, tracking, and analyzing resource usage.
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]
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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.
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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.
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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.
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Holiday Scheme:
Assign holiday schemes to your resources and create a custom holiday calendar to ensure accurate scheduling and workload planning.
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If you have any questions, please feel free to reach out to our support team or schedule a demo call to get personalized assistance.
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