Resource Planning & Resource Management

In order to systematically manage employee capacities, it is crucial to know the degree of utilization of entire departments and project teams as well as of individual employees.

Projektron BCS determines the degree of capacity utilization not only on the basis of planned project assignments and agreed working hours, but also takes into account other decisive influencing variables for the resource plan, such as effort actually documented as part of time recording, current remaining effort estimates from ongoing projects and tickets, basic loads from day-to-day business, as well as vacation, compensatory time off, public holidays and absences due to illness.

The workload mountain provides a quick overview of capacity utilization. The graphic summarizes the information from the workload analysis and clearly shows you overloads and underloads of both individual employees and entire company or organizational areas.

In the subview of the workload mountain, the workloads of all employees in the selected organizational unit are displayed in a diagram, with the workload sources differentiated by different colors. The diagram depicts basic workloads from operational activities, workload from projects, vacations, appointments and sick days. A blue line marks the utilization limit (upper capacity limit) of the personnel resource so that you can immediately recognize overload.

In order to systematically manage employee capacities, it is crucial to forecast their utilization as realistically as possible. Our project management software determines the degree of utilization of your employees not only on the basis of planned project assignments and agreed working hours, but also takes into account the other decisive influencing variables.

Current workload estimates from current projects in the portfolio and the base load from day-to-day business are included in the automatic workload calculation, as are vacation, compensatory time off, public holidays, and absences due to illness - data that is fed directly and in real time from the personnel management module into resource planning.

BCS offers you every function and the right tools in resource management to give you a holistic view of what's coming up.

Best practice in resource management is to staff each task with the appropriate employees. In BCS, you can see which employees have the appropriate qualifications and skills. An employee's skills are assigned to him or her at the employee level. To tasks, you can assign skills that are needed to complete the tasks.

To ensure efficient resource management, it is necessary to analyze the need for both material and human resources at an early stage, while keeping an eye on the price of these resources. If you recognize that your tasks require skills that your project participants do not have to a sufficient extent, this is the best starting point for targeted skills management. With regard to your strategic resource management, this is how you determine which resources you have available internally, which know-how you may need to procure from external providers, and what costs you can expect to incur.

Especially when several projects are carried out simultaneously as part of multi-project management and the project teams are very large, it is essential to maintain an overview of the available resources. With Projektron BCS, you can easily master this challenge. You can

In the case of human resources, for example, you can use a resource report to determine whether resources are still available for another project and whether individual users have been assigned too many or too few tasks. This evaluation therefore not only helps you to understand the workload, but can also provide important insights for planning further projects or for reaction options in the event of problems in projects.

In BCS, you generate numerous reports for your resource controlling at the click of a mouse:

Our resource management software allows managers to easily track, manage, and control all project activities. With a user-friendly dashboard, you can quickly access all relevant information and keep track of your budget.

Is the meeting room available? Are the company car and laptop ready for use? In addition to the procurement of personnel, the procurement of material resources is also relevant for the planning and management of resources. Data from the diverse ERP functions of Projektron BCS can be used directly for your resource management: You manage your organization's inventory items centrally in BCS in the Inventory and Contract Management module.

You can create any inventory item as a linked resource in this area in no time at all and include it in schedules or in your effort planning. One look at the Projektron BCS appointment calendar and you know exactly when and for how long the right resource is available. To make sure you are on the safe side, you can reserve the required resources in advance in resource management in Projektron BCS.

Whether personnel manager or project manager: The provision of resources for projects can be flexibly adapted to the processes in the company in the Projektron BCS rights matrix.

Equipped with the appropriate rights, line managers without a project reference can determine who should belong to the project team. These assignments can also be changed with just a few clicks, for example in the event of capacity bottlenecks.

A strict separation of resource management and project management can also be realized. If the project manager plans his projects with placeholders, the line manager can assign his employees.

Whether it is internal departments, external employees or directly in the project: Projektron BCS supports you in the day-based scheduling of employees over long periods of time. The Scheduling view shows on which days employees are already blocked via appointments. In this way, you can easily see which employees are scheduled and which are available. The overview also shows which appointments are for several days and where there are appointment conflicts.