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]
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 New Resources to Jira: Ensure that all your team members are invited to your Jira instance. This step is crucial as it synchronizes your team members with the Resource section in TeamBoard TimePlanner.
Once invited, your team members will automatically sync from Jira to the Resource section in TeamBoard TimePlanner.
Step 2: View Resource Profiles
From the ‘Members’ section, locate the ‘All Resources’ tab to display the list of all resources in your organization.
Click on individual resource names to view their detailed profile, including positions, departments, skills, and availability.
Step 3: Update Resource Details
Navigate to individual resource profiles, then access the ‘Edit profile’ button:
Job Title: Specify the role or job title (e.g., Developer, Designer). To update a new position, access the ‘Data Fields’ from the App Settings.
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.