SlideShare a Scribd company logo
Project Resource Planning
Enhancing Project Delivery
Background Tour
Purpose/Background
• Shows Project Hours scheduled for each:
– Project
– Engineer
• Allows you to fully utilize your project engineers
and allocate scheduled hours across all projects
as appropriate.
Notes
• This report shows ALL projects that are
“active” (i.e. have been opened but not yet
closed) during the selected timeframe.
• Projects with NO time scheduled during the
selected timeframe appear at the top of the
list.
Where to Find the Report
PLANNING & ANALYSIS > PROJECTS > PROJECT RESOURCE PLANNING
Overview
Engineer Schedule by Week
• Top portion shows hours scheduled for each
engineer for each week.
• Click the “hours” hyperlinks to see detail
Engineer Schedule DETAIL
• Clicking the hours for this engineer this week
shows the detail schedule entries
Project Schedule by Week
Project Schedule DETAIL
• Clicking the hours for this project this week
shows the detail schedule entries
Filters
Click “Refresh”
after changing
parameters
Select date range
Filter by
Engineer
Include or
Exclude a
select list of
Companies
Save settings as Bookmark
or Favorite for one-click
access
Quick access to Favorites
via the “Go To” menu…
Filter by
Project Status
Executive Briefing Service
Other Resources
www.NewHavenTech.com
Support@NewHavenTech.com
www.YouTube.com/NewHavenTech
www.linkedin.com/company/new-haven-technologies-llc
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace

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Project resource planning

  • 1. Project Resource Planning Enhancing Project Delivery Background Tour
  • 2. Purpose/Background • Shows Project Hours scheduled for each: – Project – Engineer • Allows you to fully utilize your project engineers and allocate scheduled hours across all projects as appropriate.
  • 3. Notes • This report shows ALL projects that are “active” (i.e. have been opened but not yet closed) during the selected timeframe. • Projects with NO time scheduled during the selected timeframe appear at the top of the list.
  • 4. Where to Find the Report PLANNING & ANALYSIS > PROJECTS > PROJECT RESOURCE PLANNING
  • 6. Engineer Schedule by Week • Top portion shows hours scheduled for each engineer for each week. • Click the “hours” hyperlinks to see detail
  • 7. Engineer Schedule DETAIL • Clicking the hours for this engineer this week shows the detail schedule entries
  • 9. Project Schedule DETAIL • Clicking the hours for this project this week shows the detail schedule entries
  • 10. Filters Click “Refresh” after changing parameters Select date range Filter by Engineer Include or Exclude a select list of Companies Save settings as Bookmark or Favorite for one-click access Quick access to Favorites via the “Go To” menu… Filter by Project Status
  • 11. Executive Briefing Service Other Resources www.NewHavenTech.com Support@NewHavenTech.com www.YouTube.com/NewHavenTech www.linkedin.com/company/new-haven-technologies-llc www.FaceBook.com/NewHavenTech @NewHavenTech www.SlideShare.net/NewHavenTech www.ConnectWise.com/Marketplace