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Overview of Planner

How to interpret the parts of the planner. Forecast, Timeline, Delivery rate and List.

Ellen Rydberg avatar
Written by Ellen Rydberg
Updated over a month ago

Note: Only users with Manager-level permissions within your company can access this information.

Planner Overview

The planner includes tools for managing allocation, availability, and capacity:

  1. Forecast

  2. Timeline

  3. Delivery Rate

  4. Available

    When you click on an employee's name within the planner, a drawer will appear, displaying detailed information about the employee, such as employment details, CVs, and team membership. You can also filter by roles, events, and skills. Furthermore, the planner allows you to assign roles to employees, add new roles, or create events directly from the interface.

Forecast

Utilization Forecast

Gain a yearly overview of utilization for the company, business units, or teams. Data can be displayed in weekly or monthly views, including definitive bookings or a combination of definitive and preliminary bookings.

Availability Forecast

Visualize consultant availability to identify resource gaps before they occur. This helps allocate consultants to projects that match their skills and expertise, ensuring efficient resource management.

Capacity Forecast

Make data-driven decisions on resource allocation, workload balancing, project planning, hiring, and scaling. By understanding employee capacity, businesses can improve performance, enhance employee satisfaction, and create a strong foundation for growth.

Filter possibilities

In the utilization and availability employee views and the capacity view, you can use team, tag, location and skills as a filter. In the skills search you can choose OR/AND logic.

Filter Options

Filters are available in utilization, availability, and capacity views. You can filter by:

  • Team

  • Tag

  • Location

  • Skills

For Skills, use OR or AND logic to refine search results.

Timeline

The timeline offers multiple viewing options:

  • My Teams: Displays teams where you are responsible.

  • All Teams: Provides an organization-wide team view.

  • Employees/Subcontractors: Lists employees or subcontractors.

In Employee View, consultants are ranked by availability (most to least) to help prioritize resources for upcoming projects. Other views display booked roles by team and allow you to easily update role details, such as dates.

To expand a team's details, click the arrow next to the team name.


Delivery Rate

The Delivery Rate view enables efficient role management:

  • Book

  • Pin

  • Edit

  • Duplicate

  • Remove

You can also filter by customer or owner team. This view provides a clear visualization of customer projects and calculates assigned role coverage.

Example:

  1. Go to Planner > Delivery Rate in the menu.

  2. Filter by a customer (e.g., BankingCompany).

  3. Expand a project (e.g., Website Implementation) by clicking the arrow next to it.

Details:

  • The project has one assigned role (100% utilization, displayed in green) and one unassigned role (displayed in red).

  • The delivery rate is calculated by dividing the extent of assigned roles by the total roles:

To modify a role, click the three dots next to it and choose the desired action.

Available List

The available list, allows managers to quickly see which consultants are available for new projects, making it easier to allocate resources with the right skills efficiently and reduce time to find a consultant without an assignment.

Book the consultant directly from this view or create an event by click on the name.
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