SuiteProjects Pro Power-Up Series: Resource Management Views
Are you struggling to get a clear picture of your team's availability and workload in SuiteProjects Pro? In this Power-Up Series video, we dive into the powerful resource management views that help resource managers and project managers stay on top of scheduling, assignments, and availability.
Key Takeaways:
- Learn how to use the List View to take bulk actions; swap resources, push out schedules, and manage bookings efficiently
- Explore the Planner View for a Gantt-style look at resource availability with drag-and-drop editing by person, client, or project
- Discover the Worksheet View, a spreadsheet-style layout for seeing hours or percentages week over week to spot over and under-scheduled resources
- Understand the Chart View and how color coding helps visualize confirmed vs. tentative bookings, time off, and open availability
- See how project managers can use the Project Center view to monitor availability, update schedules, and tie resource bookings directly to project plan dates
Don't let resource visibility gaps slow your team down. Whether you're a resource manager overseeing multiple projects or a project manager focused on your own team, this Power Up Series video will show you which view works best for your role—and how to get the most out of it. Join us in unlocking the full potential of SuiteProjects Pro's resource management capabilities.
Frequently Asked Questions
What is the easiest way to push resource bookings in bulk when a project start date changes?
Using bulk actions in list view as well as the planner view to push bookings in increments of days.
What are the best views for seeing utilization for resources?
Resource Planner and Chart View provide color coded views of availability and utilization.
Where can a project manager see actual time versus future bookings other than reports?
The project center can be set to enable view of actual time and future bookings.
What views are best for adjusting hours period over period?
Booking worksheet and project center will allow spreadsheet type editing to move hours period over period.
Can you color code bookings by different booking types?
Within the planner and the booking chart, booking types can be color coded.
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