Working Time - overview

The Project Planning tool uses employee Working Time and Vacation settings to accurately schedule a project's work. These settings establish when employees are available, and their daily limits.  

 

This topic summarizes the Working Time settings. Additional details can be found in the All about Resources topic

 

 

The Working Time tab establishes the following for each employee. Double click on the employee name to adjust settings.

Work Days: The days per week worked (Monday, Tuesday, etc.).

Hours Per Day: Number of hours worked each day. Note that this value can also be set using the Working Hours field in each employee's profile.

Bookable: Whether the employee is available to be assigned to tasks in the Project Planning tool. When not bookable, the employee does not appear in the Project Scheduling view's Resources Pane.

Admin %: The percentage of time allocated per day to non-project or Administrative work. The remaining percentage is used as available time for scheduling work and is considered the effective (defacto) 100% availability for scheduling.

Example: Rudy works 40 hours a week and has an Admin % setting of 20%. This means that 8 hours per week (40 x 20%) cannot be scheduled for Rudy. The remaining 32 hours is now considered by the Project Planning tool as full allocation. This means that when you book Rudy at 100% for a project, he is scheduled for a maximum of 32 hours per week on the project.

 

Over/Under Allocation %: Used as general gauges to see if an employee is over or under scheduled. The values are not used when scheduling projects.

 

PROJECT PLANNING

 

Setup Overview

Building a small test project

Adding tasks and estimates

Assigning resources to tasks

Leveling a project's resources

Publishing a project

Tracking a project's progress
 

FAQs...
 

Operational Questions

Do we have resources to take on a project?

How long will a new project take?

How much will a project cost?

How is a project doing vs. its budget?

Do I have over utilized employees?
 

More...