In practice

Short-term planning (1 to 2 weeks)

Goal: keep the planning for the coming days as concrete, gap-free and stable as possible.

• Use the week or month view.
• Use utilization control via the percentage in the top row or the utilization chart.
• Ignore vacancies: generally not relevant in short-term planning.
• Aim for utilization close to 100%, with small reserves for spontaneous assignments or sickness. The further into the future, the lower the utilization may be.

Disposition rate and utilization

If the disposition rate is below 100% (on one or several bookings of the same person), it directly affects utilization: the person, and therefore the workforce, is not fully utilized. More on the disposition rate.

Utilization chart without vacancies

Example reading: in the first four days, all employees are booked except one with an absence. From day 5 one person is available; on the last day, two. They can be booked or kept as a reserve.

Without vacancies, maximum utilization is normally 100%. Exception: if a booking exceeds the standard working time (e.g. 10 hours instead of 8), utilization rises above 100%.

Medium- to long-term resource planning (2 weeks to 1 year)

Goal: check whether a planned project can be covered with the available internal capacity (capacity check).

1. Add project and vacancies
   • Create the project in the Projects view.
   • During the project duration, book the required vacancies (Vacancies).
2. Visually check capacity via the utilization chart.
3. Make a decision
   • Feasible: release the project; the vacancies remain as placeholders.
   • Not feasible: postpone, adjust or decline. To decline, first select and delete all bookings, then delete the project.
4. Transfer vacancies to employees (example: project manager vacancy):
   • Switch to the Employees view and filter by role.
   • Switch back to the Projects view.
   • Select all bookings of the vacancy (ALT key or CTRL).
   • Click "Edit" and pick the matching employee.
   • Repeat for further roles.
5. Automatic clean-up: as soon as all entries of a vacancy have been assigned, the system deletes the vacancy. The plan is fully captured.