Resource Manager / Skill Manager

Information

• Below you will find an explanation of what a resource and skill manager role is in PLANTA project and which modules are available for this role.

Role Function and Tasks

Information

• Resource managers are responsible for the timely completion of all project-related tasks of their department.
• They ensure that work loads are distributed optimally among their employees and that there is a high and even utilization of resources in their departments.
• For this purpose, they identify free capacities and bottle necks and plan their employees in consideration of priority, skill, and availability.

Role Modules/Module Tree

The Resource management role with all relevant modules is contained in the R43 demo user.

• Resource Management
  • Department Planning
    • Department Board
      • My Department (Link on a resource takes you to the Employee Board of the resource)
      • My Resource Requests ( only available if Resource Planning with Requests/Approvals are activated)
      • Resource Planning
      • Absence
      • My Watchlist
      • Skill Planning
      • Remaining Effort and Costs
      • Actual Hours
      • ICA
  • Reports
    • Multi-Project Board
      • Projects (Link on a project ID leads to modules of the Project Workflow)
      • My Watchlist
      • Unload
      • Utilization by Skills
    • Project Overviews
      • Project Estimate
      • Critical Projects
      • Projects 2 Groupings
      • Risks and Opportunities
    • Resource Overviews
      • Resource Utilization by Code
      • Resource Load per Month
      • Resource Utilization by Skill
      • Remaining Effort and Costs
  • Info and status modules
    • Resource Structure (Display) (Link on a resource takes you to the Resource Data Sheet)
    • Scheduling Status (Display)

Note

• The modules of the planning object can be opened by clicking on a planning object ID.
  • A list of the planning object modules and further information can be found under Project Panel, Proposal Panel, Idea Panel, Portfolio Panel or Program Panel.
• Whether the current user is authorized to change or to only view planning object data in this module, depends on his/her user rights.