Resource Planner

Application resource planner gives the user a good, clear overview of resource availability as well as the possibility to assign new reservations, absences etc.

The available options presented in this part are:

Customizable view

First important functionality is the customizable view. The user can choose (from predefined on backend ranges) which overview he wants to see first. There are following possibilities:

1 click access

Show legend

Next function is the display of the legend. User can at any time check the meaning of colors etc.

In the customizing it is possible to define which Interval Types (e.g. Demands, Absences) are shown and editable by the User.

Add

Selecting one or more resources it is possible to add additional entries to the capacity planning.
There are three groups possible:

• Absence

• Reservation

• Availability

Entries within the main groups are loaded from customizing and can be simply extended. 

• Absence

• Reservation

• Availability

• Calendar view

By clicking on the date on the top of the overview it is possible to change the date as chosen from calendar.

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Recurring events

• Recurring Absence

• Recurring Reservation

• Deleting Recurring Absence /reservation

Create a daily recurring absence:

A pop-up screen with two tabs (Main data and recurring interval settings) will be opened.

1. In the first tab (Main data) , fill in the below fields:

• Enter the absence duration (valid from – Valid to)

• You can add a description for the recurring absence (optional)

2. In the second tab (Recurring Interval setting ) , fill in the below fields:

• Enter the absence time

• Choose the Recurring type (Daily)

• Choose the occurrence interval (Every), for example (one day , 2 days ...etc.)

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Resource planner - Add Daily recurring absence

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Resource planner - Add Daily recurring absence (1)

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Resource planner - Add Daily recurring absence (2)

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Resource planner - Add Daily recurring absence (3)

Create weekly recurring absences.

A pop-up screen with two tabs (Main data and recurring interval settings) will be opened.

1. In the first tab (Main data) , fill in the below fields:

• Enter the absence duration (valid from – Valid to)

• You can add a description for the recurring absence (optional)

2. In the second tab (Recurring Interval setting), fill in the below fields:

• Enter the absence time

• Choose the Recurring type (Weekly)

• Choose the occurrence interval (Every), for example (one day, 2 days ...etc.)

• Select the occurrence Days (Sunday, Monday... etc)

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Resource planner - Add Weekly recurring absence

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Resource planner - Add Weekly recurring absence (1)

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Resource planner - Add Weekly recurring absence (2)

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Resource planner - Add Weekly recurring absence (3)

Create monthly recurring absences.

A pop-up screen with two tabs (Main data and recurring interval settings) will be opened.

1. In the first tab (Main data) , fill in the below fields:

• Enter the absence duration (valid from – Valid to)

• You can add a description for the recurring absence (optional)

2. In the second tab (Recurring Interval setting) , fill in the below fields:

• Enter the absence time

• Choose the Recurring type (Monthly)

• Choose the occurrence days  (On), for example (1st, 2nd  day ...etc.)

• Choose the occurrence months  (Every)

 for example (one month, 2 months...etc.)

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Resource planner - Add Monthly recurring absence

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Resource planner - Add Monthly recurring absence (1)

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Resource planner - Add Monthly recurring absence (2)

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Resource planner - Add Monthly recurring absence (3)

Create yearly recurring absences.

A pop-up screen with two tabs (Main data and recurring interval settings) will be opened.

1. In the first tab (Main data) , fill in the below fields:

• Enter the absence duration (valid from – Valid to)

• You can add a description for the recurring absence (optional)

2. In the second tab (Recurring Interval setting ) , fill in the below fields:

• Enter the absence time

• Choose the Recurring type (Yearly)

• Choose the occurrence Year (Every), for example (one year, 2 years... etc.)

• Choose the occurrence months and days of the year (on),  for example (1st, 2nd day .. etc) Of the selected months (January, February ... etc.)

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Resource planner - Add Yearly recurring absence

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Resource planner - Add Yearly recurring absence (1)

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Resource planner - Add Yearly recurring absence (2)

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Resource planner - Add Yearly recurring absence (3)

• Recurring Reservation.

•  Deleting Recurring Absence /reservation

 To delete one of the recurring absent events, right-click on the created event and select "DELETE_SINGLE_EVENT.”

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Resource planner – Delete a single recurring absence occurrence 

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Resource planner – Delete a single recurring absence occurrence (1) 

To delete any of the entire recurring absent events, right-click on any of the created events and select "Delete."

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Resource planner – Delete an entire recurring absence occurrence (1)

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Resource planner – Delete an entire recurring absence occurrence (2)

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Resource planner – Delete an entire recurring absence occurrence (3) 

Search and filter

Search bar includes filters which can be saved as “My Views”.

Resource planner provides also search bar only for searching filters.

Copy/paste function

It is possible to copy an entry from one employee to another, by clicking with the right mouse click on the task.

Jump to other apps

Log

Log functionality has been implemented.