1. enter new projects in the resource view
Want to save time when entering new projects? Then use the new function of our resource view! This is particularly practical for service assignments, short projects or smaller orders.
What's more, the capacity utilization of your company, team or department is immediately visible in the capacity planning.
And this is how it works:
👉 Switch to the resource view and click on the desired time window.
👉 Enter the project name and the phase - that's all you need for now.
👉 The calculated effort is automatically calculated from the daily effort, but can also be adjusted manually.
👉 The project is transferred directly to capacity planning and is included in the workload.
Simple, isn't it?
2. plan capacities without calculated effort and without start and end dates
Sometimes you need more flexibility. That's why there is the option of creating projects without a calculated cost or start and end date.
How does this work?
✅ Create a new project and enter the name and phase.
✅ Select “From resource planning” as the capacity model.
✅ Now you can assign employees to the project.
And the best part? As soon as you switch to capacity planning, the personnel costs are automatically included in the workload. This is particularly helpful for companies that plan key personnel for the long term or manage consistent projects.
💡 Conclusion: With these methods, you can create projects faster and plan your capacities more efficiently. Try it out and optimize