Help Center

Resource Management with Genius Project

 

 

Introduction The Organizational Breakdown Structure 
Creating a New Company Creating New Resources
Updating a Resource Resource Bulk Edit
Deleting a Resource Defining Resource Skills
Renaming a Resource Resource Availability and Workload
Searching for an Available Resource

 

 

Introduction

 

Geniusproject’s Resource Management module enables organizations to obtain optimal results from their most valuable asset, their people. The centralized management of resources simplifies project administration by automatically ensuring the consistency of information for those people both actually and potentially involved across a range of projects. Project leaders can easily perform searches for appropriate resources and assign tasks accordingly. To access the Resource Management module, simply click on the Resources tab. A series of views, charts and dashboards are available sorting resource information based on a variety of criteria.

 

Human, Material and Generic Resources

 

Material Resources

 

Occasionally project managers need to plan for the use of material resources such as machines, venues etc. These material resources can be assigned to a task, incorporated into project scheduling and reported upon. Specific units of measure can be defined to record input and output. The functions described in this document apply to both human and material resources in order to guarantee efficient utilization of all resources involved in projects.

Material resources are created much the same way as human resources, with Material resource set to Yes and the Unit field set to hour or other.

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Generic Resources  

 

Virtual resources in Geniusproject are referred to as Generic resources. A generic resource is used the same way as a human one; it can be selected in the Participants section of the Project description document, assigned to tasks, and so on.

Generic resources are used as place holders during various stages of project planning when the actual human resource to perform a task is not yet known. Generic resources are categorized by type; one generic resource represents one to-be human resource in a project.

One advantage of using generic resources is better management of project templates, as it is possible to assign a task to a generic resource in a project template and then later replace them with a human resource for each new project created from this template.

Another advantage is in the case of long term planning. If it is unknown which human resources will be available to work on a project at a much later date, tasks can be assigned to generic resources in the meantime until the human resources are determined.

In both cases, once the human resource has been selected, a simple interface allows for easily replacing one generic resource with one real resource in a project.

Generic resources are created much the same way as human resources, however their Profile must be set to Without license – Generic.

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The Organizational Breakdown Structure

 

It is possible to create an organizational hierarchy for resources broken down by company and departments. Company records are defined in the Resources module and all resources attached to it will inherit certain attributes, such as "Rates" for example.

Department is one of the fields in the Resource document. 

 

Creating a New Company

 

Geniusproject is a multi-site, multi-company solution. Companies can be created to represent an organization’s different locations and the resources that are from there. Customer companies can be added to the "Customer" field in the Project description document at project creation.

To create a company:

  • Navigate to the Resources module.
  • Select Companies from the contextual navigation menu on the left.

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  • Click the Create menu and select Company.

 

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  • Complete the form.

 

Header

Company name

The name of the company.

Location

The company location. This can then be used as a location for Public holidays, Resource documents, as well as in the Rates setup.

Relationship type

Reserved for future

General

Address

Address

Complement

Zip code

City

State/ Province

Country Code

Contact

Details for the primary point of contact at the location or customer

Rates Management

Defines how rates will be set for this company; by resource type or by cost center. Rates are then setup in the "Rates" setup document OR by project

Destinations

Destinations

Determines which databases the company will be available in

Billing

Customer code

The customer’s unique code. Free text mandatory field

Invoice language

The language the invoices for the customer will be produced. Reserved for future

Payment mode

Defines how the customer will pay their invoices. Single selection field with the following options:

Bank wire transfer

Cash

Cheque

Payment term

Payment terms i.e. 30 days

Payment address

The address where the payment must be sent. Use the drop down arrow to select an company from the list

Bank references

The bank reference for payments

VAT identification

The identification for the value-added tax

Tab label 1

The label for the first VAT tax.

Tax 1

The first VAT tax amount. Enter "0.075" for 7.5% tax.

Tab label 2

The label for the second VAT tax.

Tax 2

The second VAT tax amount. Enter "0.075" for a 7.5% tax

Billing Address

The icon

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Billing contact

Issuance location - The city from where the invoice is issued. Appear in front of the date in the invoice.

Company - The company which the invoices must be sent to.

Address - The address where he invoices must be sent to.

Compliment

Zip code

City

State-province

Country -code

 

 

Creating New Resources

 

Every person to be included in a project must be defined as a resource. Resources can be created directly from the Resources module.

To create a new resource:

  • Navigate to the Resources module.
  • Click the Resources list view and select Human resource.
  • From the content window click on the Create menu and select "Resource".

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The new resource form will open.

 

The Resource Header and Defining the Type of Resource

 

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Profile

A resource’s profile determines what type of user license has been assigned to them, their navigation rights within the application and whether the resource is generic or not.

Single selection field.

Profile setup documents are defined in the [Portfolio] module.

Resource type

Categorizes the resource using the keyword list defined in the General setup document.

Mandatory if the resource is defined as a generic resource (see below).

Active resource

Default value is "Yes", set to "No" if the resource is not active.

Material resource

Default value is "No", set to "Yes" if the resource is material.

 

Resource Profile Tab and Defining and Qualifying the Resource

 

This section is used to gather information necessary to identify and qualify the resource.

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Profile

Last Name

The resource’s last name OR the material resource’s name.

First name

Only visible if "Material resource" is set to "No".

The user’s first name.

Initials

The user’s initials.

Username

This resource’s unique name used to identify them to the system.

Mandatory and unique.

Password

User’s password to logon to the system.

Confirmation

Password confirmation field.

External ID

A unique ID used by Genius Planner. The ID is generated automatically from the first letters of the resource's first and last name if its uniqueness is validated.

Mandatory and unique.

Employee number

Number identifying the employee. Free text.

Title

Title assigned to the user.

Skills

List of resource skills. The list of possible keywords comes from the "General" setup document.

Mail database

E-mail address

Resource’s e-mail address.

Team leaders

Team leaders

The user’s team lead or leaders.

Multiple selection fields.

The list of possible choices is the list of all resources defined in the [Resources] module. It is possible for a resource to be his/her own responsible.

The resource's responsible will be able to approve their Timesheets if they are assigned to do so.

The responsible will be able to review all team planning tasks assigned to the resource if team planning is enabled.

Assistant

Name

The name of the resource's assistant. Free text field.

Function

The work function of the resource's assistant. Free text field.

Phone

The phone number of the resource's assistant. Free text field.

E-mail

The e-mail address of the resource's assistant. Free text field.

Comments

Comments

 

 

Destination Tab and Defining where Resources should be Available

 

Geniusproject supports several [Projects] modules, within a single environment, it must therefore be specified which [Projects] modules the resource should be published to. For example, if an organization has an Agile Scrum Module, it may not be necessary for all resources to be published to it.

Some information about the resource can be specific to each [Projects] module, for example, the distribution profile.

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Destinations

Projects

Templates

Timesheets

The modules the resource is published in and can work in. The choices come from the modules linked in the "Portfolio". Databases that can be selected as destination databases are "Projects", Templates" and "Timesheets". By default, all possible databases are selected.

Multiple selection fields.

 

 

Defining Resource Address - Address Tab

 

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Addresses -Professional

Company

Name of the resource’s company

Location

The resource’s office location

Note: This field is used to map which official bank holidays are valid for this resource

City

Location city.

Retrieved from the corresponding Company document if available.

Address

Full company address.

 

Click the  GP V7.2 User Manual_20131115 - CI_GI - 07-10_img47icon and a dialog box will open to input the entire address pulling values from any of the already populated address fields.

Department

Department the resource belongs to

Function

The function or responsibility of the resource.

Director

Director of the department.

Phone

Resource’s office phone number

Mobile

Resource’s professional mobile phone number

Fax

Resource’s professional fax number.

Addresses – Private

Street

The street name of the resource's private address.

Compliment

Alternative or secondary address

Zip code

Zip code of the resource's private address.

City

City of the resource's private address.

State/Province

State or Province of the resource's private address.

Country-code

Country of the resource.

Phone

Private phone number of the resource

Mobile

Private mobile phone number of the resource.

Fax

Private fax number of the resource

E-mail

The private e-mail address of the resource.

 

 

The Distribution Tab - Defining the Triggers for Automatic Distribution

 

The Distribution tab is used to specify whether a user should be automatically notified by e-mail when certain document types are created or modified. It is also where to specify whether Task assignments and "To Do's" should automatically be pushed to a user’s personal calendar.

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Projects

Informed by mail (new or modified records)

The user will receive an automatic e-mail notification each time a document of any of the selected types below, has been created or modified:

  • Project description
  • Budget
  • Billing plan
  • Billing milestone
  • Plan
  • Task
  • Risk
  • Progress report
  • Cost
  • Purchase order
  • Change request
  • Project overview
  • Reply request
  • Delayed documents

 

See E-mail notifications, calendar integration and alarms for more information.

Timesheets

Send to Agenda

Select the type of document to be sent to the user’s calendar. Please note that these documents will only be sent once, upon creation. After that, if the documents are modified the user just will receive an e-mail notification.

The options are:

To Do: The "To Do's" assigned to the resource will be sent to their calendar.

Tasks: The resource’s assignments will be sent to their calendar.

Reply requests: The reply requests assigned to the resource will be sent to their calendar.

Reminders for timesheets

Only visible if there is a linked [Timesheets] module.

"Yes" or "No" indicates whether reminders for incomplete timesheets will be sent to the resource.

 

 

The Availability Tab - Defining Resource Availability

 

Resource availability is calculated using a variety of different parameters and information, beginning with a user’s total percentage of availability within the work week, as well as when they are available to work during each day i.e. morning and/or afternoon.

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Availability

Calculate the availability for this resource

If "Yes", the resource is taken into account for the Availability calculation.

Availability percentage

Indicates the percentage of work time the resource is available to work on projects (it only applies to worked days).

Worked days

Indicates which days of the week the resource is available. Choices are Monday to Sunday, split into morning and afternoon.

 

 

The Rates Tab - Defining the Resource cost and Invoicing Rate

 

Resources can be assigned a single internal and external rate for all of the work they do or, organizations can benefit from Geniusproject’s multi-rates management. By enabling this feature, companies can bill out their resources based on the type of work they do on a per project basis as opposed to just the type of resource that they are. Rates can also be inherited from a default list of rates for the company they belong to.

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Rates

Import the rates

Default value is "No". Set to "Yes" if the generic company rates defined during the setup of the [Resources] module should be applied to the current resource.

If the generic rates should not be imported, then the rate fields at the bottom of the form will be editable.

Currency

The currency for the rates; Single selection field.

The list of choices comes from the currencies set in the General setup document of the Portfolio.

If the "Import the rates" checkbox is checked, then this field is not editable and the currency used is the one defined in the corresponding 'Rates' setup document.

Cost Center

The resource’s cost center.

Single selection field.

The list of choices comes from the cost centers defined in the General setup document.

Rates

Rates management

If it is defined in at least one Company document that the company rates management is by cost center, then the list of choices is:

By resource type

By cost center

The rates of the resource are then fetched from the Rates setup documents according to the following algorithm:

Look for a "Rates" document matching the "Company" - 'Location' - "Selected criterion" fields.

If not found, look for a document matching the "Company" and "Selected criterion" fields, defined for all locations ("Company" - "All" - "Selected criterion").

If not found, look for a document matching only the field "Selected criterion", defined for all companies and locations ("All" - "All" - "Selected criterion").

If not found, look for a document matching the "Company" and "Location" fields, defined for all "Selected criterion" ("Company" - "Location" - "All").

If not found, look for a document matching only the field "Company", defined for all locations and "Selected criterion" ("Company" - "All" - "All").

If not found, then apply the default rates ("All" -  "All" - "All").

Activity type

If the "Multi-rate management" is enabled in the General setup document then rates can be defined by "Activity type".

The list of activity types to choose from is defined in the "General" setup document.

The field is only editable if "Import the rates" is not checked, otherwise retrieved from the corresponding "Rates" setup document.

Cost

Standard internal cost of the resource (cost price) per hour.

Editable if "Import the rates" is not checked, otherwise retrieved from the corresponding "Rates" setup document.

Billed at

Standard billing rate of the resource per hour.

Editable if "Import the rates" is not checked, otherwise retrieved from the corresponding "Rates" setup document.

 
Note: Rates can also be defined on a per project basis as well as per individual customer.
 

Updating a Resource

Once a resource has been created, it always possible to update their profile as needed.

To update a resource document:

  • Navigate to the Resources tab.
  • Select the resource to be updated.

 

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  • Open the resource record in edit mode.
  • Make your change.
  • Save it.

 

Resource Bulk Edit

 

Once a resource has been created, it always possible to update their profile as needed. In the event that multiple resource updates are required, it is possible to update several resource records at once.

To update a resource document:

  • Navigate to the Resources tab.
  • Place a check in the box next to the name of the resources to be updated.

 

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  • Click Actions from the menu action bar and select Modify the resources from the dropdown list and a dialog box will be displayed.

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  • Click on the arrow to see the dropdown list of choices for the Modify field and specify which field in the form should be modified.
  • Click on the arrow to see the dropdown list of choices for the New selection field and specify what the new value should be.

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  • Click OK to validate.

 

Deleting a Resource

 

To delete a resource that is no longer needed:

  • Navigate to the Resources tab.
  • Place a check in the box next to the name of the resource to be deleted.
  • Click Delete on the menu action bar.

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Note: A resource can only be deleted if they are no longer being used in any of the module. They cannot have any destination databases selected.

 

Defining Resource Skills

 

Geniusproject allows you to define a list of skills for each resource. You can then search for resources based on their skill set and availability. The list of possible skills is defined in the setup of the Resources module.

To define a resources list of skills:

  • Open the resource record in edit mode.
  • Click the  GP V7.2 User Manual_20131115 - CI_GI - 07-10_img56 icon of the Skills field from the Profile tab.

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  • A dialog box will open displaying the list of skills to choose from.

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  • The list on the left contains the possible skills defined in the setup of the system, the list on the right powers assigned to the resource. Add or remove skills to the resource, by adding or removing entries in the list on the right using the arrows at the center. If the list of possible skills is very high, it is possible to filter the contents of the list by entering filter criteria in the box above the list.
  • Click on to validate your selections.

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  • The resources list of skills will be displayed.
 
Note: It is possible to remove a skill form the list without having to re-open the dialog box; simply click on the GP V7.2 User Manual_20131115 - CI_GI - 07-10_img60 icon that appears once you roll your mouse over a skill in the list.
  • Save the changes.

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Renaming a Resource 

 

This function is used when it is required to change a resource’s username for one reason or another.

To rename a resource:

  • Navigate to the Resources tab.
  • Open the resource document for the individual to be renamed, in edit mode.
  • Click  Action from the menu action bar and select Resource rename.

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  • A dialog box will open with all of the name fields that can be modified.

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New first name

If required, the resource’s new first name

New last name

If required, the resource’s new last name

New initial

If required, the resource’s new initials

New e-mail address

Updated e-mail address if it has changed for the resource

New username

The resource’s new username of the resource. The common name part is computed based on the other fields.

New external ID

If required, the resource’s new external ID

This operation can be rather long, depending on the number of destination databases and the number of documents in each database. Indeed, the action scans each field in each document of all databases (with the exception of the Timesheets database) to ensure that the name is changed everywhere. 

 

Resource Availability and Workload  

 

Many companies face the challenge of meeting project requirements without overstaffing or under-utilizing resources. Having a solution to plan and manage resource capacity and balance it against work demand is a required component of any project and resource management strategy.

Geniusproject provides a centralized resource pool management tool which provides a real time view of resource usage across all projects and spanning across multiple Projects modules (if applicable). It offers a set of simple graphical views displaying resource workload and free time, and includes advanced search functionality to find resources based on profile definition and required availability.

The Resources module computes the availability for each resource based on their defined working period, unavailability definition (holidays, training), public holidays and all project assignments. See Availability calculation for more information.

There are four main ways to check resources availability and workload:

  • Visual representation of resource workload: All views available from the Resources tab provide an overview of resource availability. These views display workload, free time, possible conflicts by day, by week, by month, by type or by skill for each resource.
  • Consult the workload of a given resource: Each resource has an "Availability" document that displays a day-by-day plan of their workload. It provides access to assignment information and includes personal and business details, as well as the resource’s skill set.
  • Search for available resources based on specific requirements: Searches for resources can be performed based on company, type, skills, location, department, availability range and many more criteria.
  • Genius Planner Workload chart: Genius Planner includes a graphical view of a resource’s workload, displayed in a Gantt chart style. It includes all tasks the resource is assigned to, as well as work day unavailability and percentage of availability (known as the "Global Unavailabilities").

 

Availability Calculation

 

Simple and graphical views are available, displaying resource availability by criteria such as type, skills, department etc. A simple search tool allows for resource availability searches based on a variety of different criteria. Availability documents display workload and capacity for each resource. The calculation that generates these documents considers all of a resource’s assignments, unavailability and public holidays. This calculation is normally computed by a scheduled agent.

To ensure that availability is calculated, it is mandatory that the resource availability option be enabled in the Availability section of the Resource document.

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Algorithm

 

The Algorithm used to calculate availability for each resource is done for every half-day and is based on the following information:

  • The hours per day (see the General setup of the Resources module).
  • The availability percentage of the resource set Availability tab of the resource record.
  • The resources worked days defined on the Availability tab of the resource record.

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The following rules apply when calculating availability:

  • Public holidays: The global public holidays are associated to a location (the "Location" of the professional address must match the "Place(s)" of the public holiday, or "Place(s)" of the public holiday must be empty).
  • Resource's unavailability: The unavailability percentage is always based on the default number of hours in a day. Therefore if a resource’s availability per day is less than 100%, i.e. 80%, the hours that make up the 20% they are not available to work on projects, are included in the amount of hours they are unavailable as per the calculation.
  • Each linked Projects modules that the resource is included in must be taken into consideration when calculating availability. This is indicated in the corresponding Linked database setup document in the Portfolio module.
  • For each of these modules, the calculation considers all of the tasks the resource is assigned to. The projects these tasks belong to must:
    • Be considered for the availability calculation as specified in the Details section of the Project description document.
    • Not have a status of "Completed", Postponed or Cancelled (status code between "0" and "9" both included).

The tasks must have one of the following statuses:

  • "Stand-By"
  • "Requested"
  • "In progress"
  • "To control"
  • The corresponding assignments must have a remaining workload that is not null.

 

Calculating Backlogs

 

If a planned assignment was not completed in time, Genius project does not re-schedule it automatically. Geniusproject calculates "backlogs", which indicate planned workload from the previous week(s) that has not yet been completed. For example:

  • Resource A was assigned to two tasks last week; T1 and T2. The workload for T1 is 3 days and for T2 2 days. Resource A is assigned to T3 this week with a workload of 4 days.
  • Last week Resource A worked for 2 days on T2 and 1 day on T1.
  • This week Resource A’s workload is 4 days with a backlog of 2 days (for the 2 days of work not completed last week on T1) 

 

Non-Project-Related Availability - Personal Calendars

 

An accurate forecasting of your resources should also include non-project related activities such as vacation, public holidays, and so forth. A public holiday calendar can be created and associated to specific locations, consequently impacting corresponding resources. Each resource can log personal calendar entries directly in Geniusproject whenever their time cannot be booked to work on projects (vacation, training, etc.).

 

Creating a Personal Calendar Entry

 

Users can specify when they will be out and not available for work on projects. These entry types require an approval which is most commonly the resource’s manager.

To create a new unavailability:

  • Navigate to the Resources tab.
  • Select New unavailability from the contextual navigation menu on the left, under the Calendar & unavailability section.

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Header

Resource name

The resource the unavailability is for.

Status

The current status according to the approval process.

Action

Possible action according to the workflow

Modified

Date and time of the last modifications

Unavailability Period

Type

Type of unavailability. The possible values come from the Availabilities management setup.

From

First day of the unavailability

To

Last day of the unavailability

In case of a non-worked day, change it to a working day?

If "Yes" is selected, the unavailability corresponds to a worked day. This way a normally non-worked day can be forced to become a worked day (for example when working on week-ends). In this case, be careful that the percentage is the unavailability percentage. So to indicate that the full day will be worked, the unavailability percentage must be 0%.

Unavailable to

The percentage of unavailability.

Duration

When the unavailability will occur. Possible values are:

Whole daytime,

Morning,

Afternoon.

Mostly used when the unavailability lasts less than a day.

Description

Description

Any necessary additional comments

  

 

Checking Resource Availability

 

Once your list of resources has been defined, project managers can now begin selecting their project teams. In order to avoid selecting resources that may already be scheduled to work on other projects, that may not have the proper skills or that may just be out of the office, Geniusproject offers a variety of charts and views that can help project managers make the best choices.

 

Workload by Resource - Visualizing Resource Workload

 

The "Workload by resource" view displays the total scheduled effort for each resource. This makes it easy to identify which resources are over utilized and which are being underutilized. Furthermore it is possible to display the details of workload assigned to a resource projects. It is also possible to display the details for each of the assignments made to a resource, per project.

To access the view:

  • Navigate to the Resources tab.
  • Select Workload by resource" from the contextual navigation menu on the left, in the Resource utilization section.
Note: The first column displays the "backlog" for the resource and it can be drilled down to the project level as well.
 

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The action menu bar allows you to specify whether the data should be displayed by day, week or month.

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Resource Workload Details per Project

 

It is possible to access a graphical representation of a resource’s workload on a project simply by clicking on the corresponding line item in the Workload by resource view.

In the example below we are seeing the workload assigned to "Heather Reeds" on the "Video security system" project.

 

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Workload by Project - Visualizing Projects' Planned Workload

 

The "Workload by project" view displays workload categorized by project, making it easy to identify resource heavy projects. It is also possible to display the details for all of the assignments made to a project, by resource.

To access the view:

  • Navigate to the Resources tab.
  • Select Workload by projects from the contextual navigation menu on the left, in the Resource utilization section.

Take note that the first column displays "backlog" per project which can be broken down further to display the assigned resources as well.

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Note: The action bar menu option allows you to change the display

 

Checking Capacity by Resource Type

 

This view is one of the default resource capacity tracking views. Additional views can be defined through the setup.

The view Capacity by resource type displays remaining capacity sorted by resource type. 100% is equal to a resource who is available 100%. This view allows you to quickly identify under or over capacity for resources, sorted by type, across different projects.

To access the view:

  • Navigate to the Resources tab.
  • Select Capacity by resource type from the contextual navigation menu on the left, in the Resource capacity tracking section.

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The system displays the maximum capacity for each category (type of resource). This is equal to the sum of the maximum availability percentage for real resources of this type. For example: if you have two resources working at 100% and 80%, then the maximum capacity is 280%. The maximum capacity for an individual resource is defined in their profile document.

For each real or generic resource, the system displays the planned workload in %. This amount is a negative figure which will be deducted from the maximum capacity. The remaining capacity amount, displayed on the category (type) line, is the balance of maximum capacity for this resource type, minus planned workload.

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This means that if the values are negative for a resource type, they are under capacity.

Note:  The menu on the action allows you to change the display for the view.

 

Checking Capacity by Team 

 

This view is one of the default resource capacity tracking views. Additional views can be defined in the setup.

A team is a group of resources with the same resource manager. The team’s name is that of the resource manager.

The "Capacity by team" view displays capacity categorized by team. 100% is equal to a resource that is available 100%. This view makes it easy to identify which teams are over or under utilized across the different projects.

To access the view:

  • Navigate to the Resources tab.
  • Select Capacity by team from the contextual navigation menu, under the Resource capacity tracking section.

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The behavior of this view is the same as that described above for the "Capacity by resource type" view , except that capacity is consolidated by team (resource manager) instead of resource type.

Note: Be careful, a resource can have multiple people listed as their responsible and will therefore be considered several times.

 

Checking Capacity by Department

 

This view is one of the default resource capacity tracking views. Additional views can be defined in the setup.

The Capacity by department view displays remaining capacity by department. 100% is equal to a resource that is available 100%. This views makes it easy to identify the over and under utilization for an entire department across all projects.

To access the view:

  • Navigate to the Resources tab.
  • Select Capacity by department from the contextual navigation menu on the left, in the Resource capacity tracking section.

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The behavior of this view is the same as that described above for the view Capacity by resource type, except that capacity is consolidated by department instead of resource type.

 

Resource Charts & Dashboards

 

Geniusproject’s charts and dashboards provide a graphical representation of resource availability and overall workload and capacity for entire departments. The following charts are samples:

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The Genius Planner Workload Chart

 

Another way to check resource availability is to use the Workload chart included in Genius Planner. It is available at the bottom of the Genius Planner window and its timeline is synchronized with the Gantt chart at the top of the window.

The resource to examine is selected from the Resource dropdown list.

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The workload chart displays the following information for the selected resource:

  • All current and future task assignments and deliverables across all Projects modules.
  • Unavailability for worked days and percentage of availability (known as the Global Unavailability).
  • Applicable public holidays.
Note: For more information see the chapter on the Gantt chart

 

The Resource Plan

 

Geniusproject’s resource Gantt provides a graphical representation consolidating all of a resource’s assignments, across all projects, including public holidays and scheduled unavailabilities.

To access the view:

  • Navigate to the Resources tab.
  • Select Workload by resource from the contextual navigation menu on the left, under the Resource utilization section.
  • Select the resource you would like to see a plan for and open one of the availability detail records.
  • In the action bar of the availability record, select the option View->Resource plan.

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  • The system will display a Gantt chart including all planned items for the resource.

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Searching for an Available Resource

 

It possible to perform a resource search in Geniusproject based on different criteria:

  • Navigate to the Resources tab.
  • Select Workload by resource from the contextual navigation menu on the left, under the Resource utilization section.
  • Click Availability on the action menu bar and select Search definition.

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  • A dialog box will be displayed to define the search criteria.

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Resource’s Profile

Company

Select which company the resource should be part of. Blank means any.

Type

The type of resource to search for; multiple can be selected

Blank means any.

Location

Location of the resource to search for ; multiple can be selected Blank means any.

Skills

Skills of the resource being searched for ; multiple can be selected

Blank means any.

Cost center

Cost center for the resources being searched ; multiple can be selected

Blank means any.

Team leader

The team the resource being searched for must belong to ; multiple can be selected

Blank means any.

Department

The department the resource being searched for should belong to

Blank means any.

Availability

From

Date to begin the availability search from

To

Date to end the availability search at

In

Select percentage if looking for a percentage of availability. Select unit if you are looking for a certain number of hours or days.

With

Select Average if you are looking for an average availability across the period.

Select Minimum if you are looking for not less than a certain amount of availability over the period.

Update availability

"Yes" means, you will start an availability calculation update before running the search. This can take a few times.

Include the generic resources

"Yes" if you want the system to consider generic resources in the search result.

Description

Description

Any necessary additional comments

 

  • Click OK to execute the searching.
  • The system will display the list of resources corresponding to the specified criteria.
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