What's new?

Change allocated resources: create new planning is optional

When a resource allocation is changed, the planning is automatically generated. This could result in the loss of manual changes in the planning.

To prevent this, a new feature is added which allows you to keep the current planning or create a new planning based on the changed allocation:

Keep or create new planning

Planning projects and resources: New columns added

'Will I finish my project on budget?' And - in case of time and material - 'Will I spend all calculated hours?' These questions will be on top of your mind when planning projects and resources.

To give you a better insight into how your budgets will be spent at the end of the project, we introduced new columns in 'Planning projects' and 'Planning resources'. These columns show information which enables you to anticipate and adjust the planning so budgets will not be exceeded or - in case of time and material - prevent the loss of money because you didn't spend (and invoiced) all the calculated hours.

The following columns are added to 'Planning resources' and 'Planning Projects':

• 'Hours in draft until today': The number of hours in draft until today
• 'Planned from tomorrow': The number of hours which are planned from tomorrow.
• 'Hours to plan': How many hours do I need to plan to make sure my budget will be completely spent? 'Hours to plan' is calculated as follows: 'Calculated hours' minus 'Hours spent' minus 'Hours in draft until today' minus 'Planned from tomorrow'. When 'Hours to plan' shows a negative number of hours, there are to many hours planned. When it shows a positive number of hours, the budget (calculated activities) allows you to plan more hours.

Added columns in planning

These columns are available in the following functions:

- Planning Projects

- Planning Resources

- Report Projects (Back Office)

- Report Deliverables (Back Office)

Planning resources: Show available hours

There is a new option in 'Planning resources' which shows the available hours instead of the planned hours. This gives you a detailed view of the available hours of resources.

Availability resources

Plan time off and non-billable hours

A new feature is released which allows you to plan time off and non-billable hours! This will make your planning more realistic and precise. A big advantage is that the planned time off and billable hours are - just like planned hours for projects - synced to your Timesheets!

When tapping on 'Time off / Non-billable hours' in 'Planning resources' or 'My planning' a drop-down shows with a list of absence types and non-billable activities. The items on this list can be maintained with a new Back Office function 'Time off / Non-billable hours'.

Plan Time off / Non-billable hours