Enhanced Resource Management: Introducing Resource Level Availability

We're excited to announce a significant improvement to our resource management capabilities!

You can now define specific availability and week-offs for individual resources, giving you greater control over your team's scheduling.

How it works:

• Access the feature: Navigate to Project go to the Resources section and click on Cost and Availability.
  
  

• Define availability: Click on the desired resource to set their availability individually or select multiple resources for bulk updates.

• Utilize templates: Save time by creating and applying availability templates. Access templates in Project go to Policies and Settings sections, click on Resource Management and select Availability.

• Prioritization: If resource-level availability isn't defined, the system will default to availability set in the Allocations page.

Important Notes:

• Week-off changes: Week-offs will now be determined from the Allocations page instead of the Attendance module.
• Priority order: The system will prioritize availability and week-offs in the following order:
  1. Resource level availability (Cost and Availability page)
  2. Allocations page
  3. Attendance policy (if previous options are unavailable)

With this enhancement, you can optimize resource allocation, improve project planning, and make more informed scheduling decisions.

Let us know if you have any questions or require further assistance.

To further enhance your understanding of Cost & Resource for Opportunity Planning, explore additional resources by clicking here: Cost and Resource Estimations for Opportunity Planning