Practice management
Plan resources manually
In resource planning, you plan hours on employees, customers, tasks and activities. You can choose to plan hours from two different views: Per employee and Per customer. Regardless the view, you plan the hours in the same way. In this example we have chosen to use the Per customer view.
- Select the Resource planning menu option.
- Select the Per customer view.
- Click on the customer that you wish to plan hours for.
- Include the period for the resource planning.
- Click on the task that you wish to plan hours for.
The activities for the task is displayed per employee. Only resource planning activities are displayed. In addition, only employees involved in the task are displayed.
- Select if you wish to includeAll or Customers with planned hours or Customers without planned hours.
- Add hours per activity and employee, either manually month by month or by using the allocation tool. See instruction below.
- Select Save.
Allocation tool
- Click the icon
on the row for the activity that you wish to allocate hours for - Enter the total number of hours to allocate in Total hours.
If you want to delete already inserted hours, you can enter 0 in the Total hours field.
- Choose how the hours should be distributed from the Allocate field.
- Select Start month, that is, the month from which to start the distribution from, within the chosen period of the view.
- Click the Allocate button. The hours will be allocated according to your settings.
- Select Save.
Relaterade avsnitt
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Change utilization ratio limits |
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Plan resources by using the wizard |
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Summary of the employee's time and capacity utilization ratio |
