Resource Manager / Skill Manager

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

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)

Notes

• 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.