Organize employees as most valuable asset with a graphical Planning Table
The Facts
Dynamics Project Management helps you to organize project resources. You can manage internal and external employees as well as machines, equipment, vehicles, rooms etc.
The Planning Table shows you the projects which require resources. Global availability and work load will always be displayed for you.
Throughout the project progression, you can always compare initially planned resources with the currently required resources and make changes accordingly.
Screen Gallery Highlights
Top Features
- Resource planning in Microsoft Dynamics 365 and Dynamics CRM
- Assign employees or teams to work packages
- Select employees by name or skills
- Assigned activities displayed in the Outlook Calendar
- Company-wide resource availability
- Skill management (skills, experience, languages, etc.)
- Organizing external resources
Target group for this component
- Project managers
- Program managers
- Portfolio managers
- Human Resources department
Benefits
- More time:
No need to tediously check employee availability in meetings, by e-mail or phone. - More safety:
Feasability of projects and concrete appointments can be directly confirmed through the cross-company resource usage. - More turnover:
Dynamics Project Management supports you by optimizing resource planning.
Details
Dynamics Project Management helps you to organize project resources. It supports all standard resource types. You can organize internal and external employees as well as resources like machines, vehicles, rooms, etc.
In the Resource Planner, you first assign necessary resources to the projects. For employees, assignments can be directed to individuals as well as department levels. Availability, respectively the planned employee work load, is automatically calculated in the system, considering the work-time model, vacation, public holidays, business closures or employees' sick leaves, and is directly shown while scheduling as well as in the resource utilization. If required, employee skills can also be included.
Throughout the project progression, you can always compare initially planned resources with the currently required resources and make changes accordingly. Spontaneous changes in demand, e.g. caused by sick leave or project appointment rescheduling, can be easily and quickly executed with CRM-Project.
Scope of functions for this component
- Resource planning directly in Microsoft Dynamics 365 and Dynamics CRM
- Allocation of resources to project nodes
- Assigning employees, teams/ departments or external resources
- Assigned work packages, appointments etc. are shown directly in the employee’s calendar and work schedule
- Validating planned vs. assigned man days
- Validating resource availability vs. company-wide resource utilization
- Linear and concrete distribution of tasks
- Optional skill management (skills, experience, languages, etc.)
- Managing the work-time model and absences as basis for resource planning
- Vacation
- Sick leave
- Maternity and parental leave
- Public/ federal holidays
- Company-wide holidays or business closures