Ever wonder if an employee is scheduled for tasks next month? Or next week?
How would you know? Ask them?
There’s another way. Schedule some tasks, assign employees, and then open this resource availability window. You’ll see a graph of all the hours an employee has available to them. If there are gaps, schedule more tasks. Maybe you should ask them first, but then do it, and you’ll have some nice documentation that shows who is scheduled and who is not.
And, there’s a flip-side to this.
Resource allocation is the flip-side to employee availability. In other words, an employee is available when they are not allocated to tasks.
You might have a need to find resources by their skillsets. Looking for an ‘Engineer 1’ or ‘Engineer 2’ qualification? Use this tool to find them. You can then assign them to your project… after asking them first. (People aren’t machines. And you probably shouldn’t call them ‘resources’ either. They are human beings and like to be consulted before blindly signed up for anything.)
Watch the video to see if this might be useful to you and your project.