What is shown in Planner?

In the function Planner, it is possible to see the employee´s utilization and ongoing and planned projects. The information is collected from the roles that are defined within a project.

 

 

Forecast displays the utilization for the employee, team and total. Read more about the Forecast

 

Timeline displays a graphical view of all consultant in a timeline:

Assigned employees as a green bar. Optional extension of the assignment appears as yellow and verbal agreements orange.
Preliminary assigned consultants in a role is displayed in blue. If a consultant get assigned all other consultants that was preliminary assigned are no longer displayed in the visual planner.
Planned absence are displayed in black / gray bar. 

By clicking on any bar, you get more information and you can also go directly to the assignment, role, or the customer.
The visual planner is automatically sorting out from availability occupancy.

 

Read more about the timeline here

List shows all projects and prospects as a list per employee.

You are also able to filter the visual planner by clicking the button at the upper right. For example, you can filter on team, dates and statuses.