The resource planner is an essential tool for resource managers, enabling them to monitor resource availability and allocation within Keka PSA effectively. As a resource manager, it is crucial to stay informed about the various resources at your disposal and their current allocations. The resource planner not only provides this information but also offers additional functionalities to enhance your resource management capabilities.
Now, let’s explore the resource planner in detail and discover how it can be utilized to optimize resource management for your projects.
To access the resource planner, navigate to the Projects section in the left navigation pane and select the Resources option. By default, you will be directed to the Resource Planner tab, where you can begin managing your resources effectively.
The first section at the top of the page provides an overview of resource availability across different departments. It displays resources that are eligible for project allocation. If you require more detailed information about a specific department or project, or if you wish to view resources based on their availability percentage, you can easily do so using the filters located at the top of the page.
For instance, if you want to identify the number of resources in the Customer Support (CS) team with 50% or more availability to prioritize their allocation to projects, simply select "CS" from the Department filter and choose ">=50%" in the Availability % filter.
This process allows you to evaluate whether you have sufficient in-house resources for your upcoming projects within the desired timeframe. Consequently, you can make informed decisions on whether to hire additional resources or reallocate existing ones to accommodate your project needs.
The second section provides a comprehensive overview of the various resources within the organization and their current allocations. You can refine the list of resources by applying specific filters to meet your needs. Additionally, the right pane of this section displays the current allocation details for each resource. You have the flexibility to switch between viewing allocations for the entire month or focusing on a specific week, allowing for more precise management of your resources.
Utilize the filters at the top of the page to refine your list and easily find the resources you need. Keka PSA provides filtering options based on Department, Job Title, Projects they are currently assigned to, and their Availability %.
Once you have identified the resource or group of resources you wish to allocate, the process is straightforward. For example, if you want to assign employees from the Customer Support (CS) team who have more than 50% availability to a project, simply apply the relevant filters to narrow down your selection. After filtering, select the desired employees and click on the "Allocate Project" button.
In the Bulk Allocate Project window, choose the project to which you wish to assign the selected resources. You will also need to provide additional information, including the Duration of their allocation, the Allocation Percentage, as well as the Billing Role and Billing Rate associated with each resource.
Once you've filled in these details, click on the "Allocate Project" button to successfully assign these resources to the chosen project.
You can now view the allocations directly on your screen. Be sure to select the correct date range, particularly if you have scheduled resource allocations for a future date.
We hope this guide has provided you with a clear understanding of how to effectively utilize the resource planner in Keka PSA. If you have any further questions or need assistance, please feel free to reach out to our product experts for support!
If you want to learn more on enhancement on resource management are: Resource management - Enhancements