Resource availability
The system automatically calculates the planned start and finish dates of tasks from many parameters, and also from project participants doing tasks one after another. One employee can end up in conflict because they are involved in several projects. To find and resolve such conflicts, use the "Task workload" chart.
The chart is a work calendar (a Gantt chart) grouped by employee.
Double-click to create a task whose start date matches the chart cell you clicked.
Drag the right edge of a task to set the planned finish date. The assignee's load for that task is then recalculated automatically.
Drag and drop can move a task to another chart cell, which changes the task's start date.
At the bottom, the employee's task load is shown for every project they take part in. Green means a normal (100%) load of work for that day, relative to the daily availability set in the "Participants" module. If the load is above 100%, move the task to other employees, change the task dates, or change its priority. If the load is below 100%, more work can be added for the employee on those days.
The load can be exported to Excel as hours or as a percentage of the allocated time. In the "Useful modules" menu, choose "Task workload as a percentage" or "Task workload in hours".
Use the "Load by role" and "Load by team" modules to control the load at a higher (summary) level:
Holidays and absences
Employee availability also depends on days off (public holidays) and on employee absences.
The public-holiday list is in the administrative section and is synchronized automatically with public services that maintain the production calendar.
You can enter public holidays yourself and adjust the production calendar.
An employee can report an absence with the corresponding module in the user profile:
The same operation is available in the administrative section, on the user card, so an absence can be recorded for a user.
The "Absences" module shows every absence and public holiday:
In the "Task workload" module, absences are shown as gray blocks at the bottom of the chart. Absences and public holidays stretch tasks