The "All ResourcesMembers" feature in Teamboard TimePlanner is designed to offer a detailed an overview of all available resources within the platform. This section is pivotal , essential for managers and administrators who are tasked with overseeing and optimizing the deployment of workforce resources.
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to oversee and optimize workforce deployment.
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Resource Management in Table View
In the top-right corner, there is an icon to switch between different view modes. This table view provides a comprehensive snapshot of all team members, including essential details such as job title, status, time zone, skills, and teams.
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Additionally, the users can filter the view by job title, years of experience, or departments and other components.
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To view more details about a specific member, click on the Details button under the "Action" column
Detailed View of a Member
Upon accessing a profile/resource, you are presented with a full-screen view that showcases a wealth of information spanning several categories.
DashboardApprovers: A snapshot of the resource's current engagementsactivities, availability, and overall contribution to projects.
Profile: Detailed personal and professional information, skills, roles, and other critical data that define the resource's capabilities.
If you are a user with the required permissions /wiki/spaces/~7120207b76c5772f164d03a153b3a3db896195/pages/2292421728, edit a profile by clicking on the “Edit Profile” button.
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Note that some fields may require ' |
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/wiki/spaces/~7120207b76c5772f164d03a153b3a3db896195/pages/2292422368', which is metadata created by an Admin |
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Rate and Capacity
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If you are an App Admin or Billing/Cost Admin, you have additional functionalities. You can 'Rate' the resource and adjust its 'Resource Capacity'. |
Rate: This section enables you to assign rates to resources, reflecting their value or cost per unit of work. To rate a resource, find the 'Rate' Tab > "Add New" Button > Fill Rate > Click "Add new"
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 'Capacity' section. Here, you can input the resource's capacity to take on tasks or projects.
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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.
Leave: Manages and monitors leave requests and approvals.
Report: Generates comprehensive reports detailing the resource's performance, time allocation, and other metrics.