Planning resources based on skills
With a large resource pool, it isn’t easy to track who can do what. Companies that run into this are missing a powerful medium; this tool is called a skill matrix.
The resource requests feature easily lets you create a workflow for requesting resources. Project managers can submit a request in an easily accessible way. We take care of further processing and communication. Say goodbye to emails!
Get rid of all the back and forth emails and messages between project and resource managers for requesting employees on projects. With all that unstructured data floating around you can easily lose track of the big picture.
With the resource request feature, we offer a simple workflow for managing all requests. Project managers submit requests with all required details. Resource managers can easily assign available and qualified employees or reject request.
When project managers create a request, they can state what is required for their project in terms of department, position or skills. Based on those qualifications they can immediately see which employees are available and indicate who they prefer.
This way you prevent project managers from submitting requests that cannot be met with. This saves a lot of iterations and therefore time. Resource managers simply approve, assign another employee or reject the request.
Need more options? We got your back. You can create requests with multiple lines stating different qualifications and quantities of employees.
This is especially useful for multidisciplinary projects, where you need several employees in different positions and with various skills.
When new resource requests are submitted, the resource manager will automatically be notified by email or a message in Slack or Teams. Pending resource requests are always visible to everyone as open bookings in the planning board.
When the resource manager approves the resource request, both the project manager and the involved employees will immediately be notified. Again by email or a direct message which saves you the hassle.
With a large resource pool, it isn’t easy to track who can do what. Companies that run into this are missing a powerful medium; this tool is called a skill matrix.
Collaboration is important. But remember that each person works together differently. Which Belbin team roles best suit the skills of a project and resource manager?
How should you organize the scheduling of your resources in your company? This article looks at which form of resource planning fits best in your organization.
You can take an interactive tour, book a tailor-made live demo or even start a free trial. Just want some advice? Don’t hesitate to reach out to one of our planning experts for a free consultation.
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