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      Empowering Resource Management with Keka PSA Dashboard

      Gain actionable insights into resource utilization, capacity planning, and financial performance

      The Resource Manager Dashboard is designed to provide IT services firms with deeper insights into resource utilization, capacity planning, and project efficiency. By combining real-time metrics with intuitive visualizations, this dashboard helps organizations streamline operations, optimize profitability, and make data-driven decisions.

       

      Why We Built the Resource Manager Dashboard

      Effective resource management is essential for enhancing productivity, minimizing costs, and driving profitability. However, many organizations struggle with fragmented data and a lack of consolidated insights, leading to inefficiencies, underutilization, and missed opportunities.

      The Resource Manager Dashboard was developed to address these challenges by delivering the following key benefits:

      • Real-Time Insights: Enable data-driven decision-making with metrics that provide a real-time view of resource planning and performance.
      • Profitability Optimization: Identify gaps between planned and actual work hours or revenue to maximize profits.
      • Streamlined Operations: Access focused reports on resource utilization across projects, clients, job roles, and skills for seamless operations.

       

      Where to Find the Dashboard

      You can easily access the Resource Manager Dashboard by Navigate to the "Project" section, select "Resources," and then click on "Summary" to access the dashboard.

       

      Who Can Use the Dashboard

      The accessibility of the dashboard depends on user roles and privileges:

      • Global Admins, Project Admins, and Resource Managers: Access by default.
      • Normal Users: Requires the “View Resource Planner” privilege to gain access.

       

      Availability in Pricing Plans

      The Resource Manager Dashboard is tailored to meet diverse pricing plans:

      1. First Plan: Not available.
      2. Second Plan: Access all charts except Capacity Forecasting Charts (data refreshes every 6 hours).
      3. Third Plan: Full access to all charts with a data refresh every hour.

       

      Key Metrics Available

      The dashboard offers an extensive range of metrics to help organizations monitor and manage resources efficiently:

      1. Utilization & Time Spent Over Time

      • Description:
        This chart tracks various types of time data, including planned hours, billable and non-billable hours, leave, unlogged time, and overall utilization rates over time.

      • Decision-Making Insight:
        By analyzing trends in resource usage, businesses can identify underutilized or overburdened resources and take corrective measures to optimize workload distribution.

      • Business Benefit:

        • Improves productivity by balancing workloads.
        • Ensures accurate tracking of billable hours, leading to better billing accuracy.
        • Helps in resource planning by visualizing time allocation patterns.

      • Customization & Export Options:

        • View: Daily, weekly, or monthly with filters for the last 3 months, 6 months, or custom ranges.
        • Export Formats: PNG, JPG, PDF, SVG, CSV, XLSX for easy reporting and analysis.

       

       

      2. Utilization & Time Spent by Project/Client

      • Description:
        Compares resource hours and utilization across various projects and clients, offering a detailed breakdown of time spent.

      • Decision-Making Insight:
        This helps businesses identify which projects or clients are resource-intensive, allowing for strategic adjustments to resource allocation.

      • Business Benefit:

        • Aligns resources with high-priority projects.
        • Enhances client satisfaction by ensuring optimal resource allocation.
        • Facilitates better project outcomes and profitability.

       

       

      3. Bench Trend Over Time

      • Description:
        Monitors the number of resources on the bench (unallocated resources) and associated costs over time.

      • Decision-Making Insight:
        Identifies periods of high bench time and enables proactive measures to allocate these resources to projects.

      • Business Benefit:

        • Reduces idle time, minimizing operational costs.
        • Maximizes resource utilization, improving overall efficiency.

       

       

      4. Capacity Forecasting Over Time

      • Description:
        Tracks hard allocations, unstaffed demand, and remaining capacity to forecast future resource availability.

      • Decision-Making Insight:
        Helps businesses anticipate resource needs and staffing gaps, ensuring timely resource availability for projects.

      • Business Benefit:

        • Enables proactive hiring and resource planning.
        • Prevents project delays due to resource shortages.
        • Enhances project success rates through better preparedness.

       

       

      5. Capacity Forecasting by Job Titles

      • Description:
        Analyzes resource capacity based on job titles, highlighting availability and demand for specific roles.

      • Decision-Making Insight:
        Identifies gaps in critical roles, allowing businesses to reallocate resources or recruit for specific job titles.

      • Business Benefit:

        • Ensures the right talent is available for upcoming projects.
        • Improves project outcomes by staffing appropriate roles.
        • Helps in workforce planning and talent management.

       

       

      6. Capacity Forecasting by Skills

      • Description:
        Tracks resource capacity based on skill sets, offering insights into the availability of specific skills.

      • Decision-Making Insight:
        Highlights skills shortages and guides training or recruitment efforts to fill gaps.

      • Business Benefit:

        • Aligns workforce skills with project requirements.
        • Reduces the need for external hiring by upskilling existing employees.
        • Enhances project delivery with the right skill sets in place.

       

       

      7. Utilization by Job Titles

      • Description:
        Displays utilization percentages for each job title, helping to track resource efficiency.

      • Decision-Making Insight:
        Identifies underutilized or overburdened roles, enabling better workload management.

      • Business Benefit:

        • Improves resource efficiency and productivity.
        • Ensures fair workload distribution.
        • Reduces employee burnout and turnover by balancing workloads.

       

       

      8. Resource Allocation by Projects/Clients

      • Description:
        Shows the count of allocated resources and approved timesheet hours for each project or client.

      • Decision-Making Insight:
        Prioritizes resource allocation based on project importance and client commitments, improving resource effectiveness.

      • Business Benefit:

        • Improves project planning and execution.
        • Enhances client satisfaction by meeting project timelines and expectations.
        • Boosts resource efficiency by aligning resources with critical projects.

       

       

      9. Cost, Profit, and Margin Variance (Planned vs. Actual) by Job Titles

      • Description:
        Compares planned and actual costs, gross profit, and margins for each job title, providing financial insights.

      • Decision-Making Insight:
        Tracks financial performance and identifies areas of cost overruns or profit shortfalls.

      • Business Benefit:

        • Enhances cost control and financial planning.
        • Increases profitability by addressing cost inefficiencies.
        • Ensures accountability for financial performance.

       

       

      10. Utilization Planned vs. Forecasted

      • Description:
        Compares planned utilization percentages with forecasted values, offering insights into future resource demand.

      • Decision-Making Insight:
        Allows businesses to adjust plans to meet forecasted demand, preventing resource bottlenecks.

      • Business Benefit:

        • Improves resource planning accuracy.
        • Ensures projects are staffed appropriately.
        • Reduces project delays and enhances efficiency.

      .

       

      Benefits of the Resource Manager Dashboard

      1. Enhanced Decision-Making:
        Real-time data helps organizations respond proactively to resource planning challenges.

      2. Improved Profit Margins:
        Insights into planned vs. actual costs and profits enable organizations to refine operations.

      3. Optimal Resource Allocation:
        Focused metrics ensure resources are deployed efficiently across projects and skill sets.

      4. Reduced Idle Time:
        By monitoring bench trends and forecasting capacity, businesses can minimize unproductive periods.

      5. Role-Specific Insights:
        Detailed breakdowns by job titles and skills help organizations address gaps and ensure readiness.

       

      How the Resource Manager Dashboard Drives Success

      The Resource Manager Dashboard empowers businesses to navigate the complexities of resource management with precision. By providing actionable insights, organizations can streamline their operations, align resource planning with strategic goals, and achieve sustainable growth.

      Start using the Resource Manager Dashboard today to take your resource management to the next level!

       

      To explore more about Resource Management and enhance your understanding, please click here. Streamline Resource Management with Keka PSA