Resource Management (MC Art)

What this solution does

The Resource Management module is a centralized solution for planning employee workload, booking hours, and approving resources. Designed for effective project management and operational scheduling, it enables early assessment of hour requirements, prevents overloads, ensures transparency in task distribution, and maintains a balance between project and regular duties. The tool unifies the creation, approval, and tracking of booking requests within a single interface.

Requests can be created from a task card, where data is automatically pulled to minimize manual entry and reduce error risks. Quick access is also available via an icon in the portal header, while smart processes offer flexibility for advanced scenarios.

Planning features high precision with a time increment of 0.25 hours. Users can select specific weeks and book time for multiple periods in advance. The system supports setting up recurring events with an end date and the ability to skip individual weeks. When booking for extended periods, the system automatically generates multiple elements in the smart process.

The resource management module enables assigning specific employees to tasks and changing the assignee within existing requests. Each employee has a separate record.

The system supports three priority levels: low, medium (default), and high. The interface displays deadlines along with planned and actual time taken from linked tasks. Visual indicators are provided for quick assessment of urgency.

Request approval can be manual or automatic. Manual approval is handled via an interface with an 'Approved' toggle switch. Automatic approval triggers when the sum of already approved hours for an employee is less than 80% of the norm (less than 32 hours out of 40). Notifications regarding request status are sent to employees and managers via a chat bot.

Requests can be edited both before and after approval. Hour quantities can be adjusted directly in the table with a 0.25-hour increment or through the smart process card. Re-approval is not required; changes take effect immediately, and the manager receives a notification.

The copy function allows for the rapid creation of a new request based on an existing one with all fields pre-filled. The history of all requests is stored in the 'Resource Booking Requests' smart process.

Deletion of requests is not allowed; instead, the time is set to zero, preserving the complete planning history and ensuring analytical transparency.

The main interface is accessed via an icon in the portal header. Available tabs include 'In Progress', 'Requests', and 'Initiator'. New records are highlighted in red.

For each request, the following actions are available: view history, copy link, edit, and copy request.

The activity of icons and buttons depends on user permissions. Users without rights to create requests can see the interface elements but cannot edit or create them.

The module integrates fully with tasks, projects, and smart processes. Automatic linking to deals is supported when necessary. Data is used for employee workload analytics.

The functionality reduces manual effort through auto-filling from tasks. It provides full visibility of all requests and their statuses. The system supports flexible booking for weeks, scheduling of recurring events, and editing without re-approval. Hour limits are automatically checked to control overloads. All changes and requests are retained for auditing and analysis.

The tool is designed for project managers and resource managers.

The Resource Management module is designed for development teams, consulting groups, and any departments requiring employee work time planning. It facilitates team load coordination and control, ensuring a fast, transparent process with minimal bureaucracy. The solution is ready for installation and configuration within your system.

General iT can install and configure this module and check how it works on your website.