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Clarizen - Resources

Clarizen Training - Managing Resources

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68 views13 pages

Clarizen - Resources

Clarizen Training - Managing Resources

Uploaded by

efiol
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Managing Resources

Introduction to Resource Management, Roles, and Capacity Planning in Clarizen


1
Copyright © 2016 Clarizen. All rights reserved. Confidential Material
Project Level Roles: Detailed Breakdown and Permissions
Defining Project Roles Role Permissions

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 2


People, Job Title, Group, Skill Management

Clarizen has dedicated Modules for managing your


Resources. Note that access to all Modules
depends on User Profile and permissions.

Manage the details and metadata about your


resources in the People Module. From here, you
can review everything about a person including
their Calendar, Contact Information, and all related
information such as Work Items to which they are
assigned, Discussions they are participating in,
Files they have stored and more.

Associating your People with Job Titles, Groups,


and Skills gives you the ability to filter and locate
the appropriate resources quickly and easily

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 3


Detail View of a Person

All relevant data about your


resources is stored in a
centralized location.

From an individual person’s


detail view, you can see things
like assigned workload, skills,
and discussions they are
participating in as well as
graphical displays of their
capacity and demand and their
place in the Org Chart.

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 4


Resource Calendar
1. Click “edit” from the Calendar field
2
in the Property Card to access a
person’s calendar
2. Click “Calendar Settings”
3. Update working hours, % Availability
and more. 3

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 5


Assigning Resources: Viewing Availability
Before assigning a resource to a task, you can check to
see if they have capacity prior to assignment.

Begin typing the name of the resource you would like. A


list of matches will appear below as you type.

To check if a person has capacity, click the icon and it


will return a view into their availability taking into account
their other assignments and work calendar.

If a resource is available, it will show as a green bar.


Overload and Out of Office time will be reflected as well if
applicable.

For details about the workload of a resource, you can click


the “Open current resource load” link and review all
assigned work.

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 6


Search by Criteria
If you would like to search for a resource by criteria, click
the icon in the Resources field. The window that
opens allows you to filter based on any data attribute.

Click the icon to choose filters to apply. For


example, if you need a Project Manager select that from
the “Job Title” filter as shown. If you would like to narrow
your search to a single project pool and/or have the
system return only available resources simply select the
check boxes and click OK.

A list of resources matching your criteria will be returned.

Note: If you would like to filter on a field that is not


available, click “Manage” and you can add any available
fields to your filter set.

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 7


Check Availability of Filtered Resources
Continuing from our search on the previous slide, if you
would like to see more details on what the resources that
were returned by your search are working on, select them
with the check box, click and you will be given the
option to review their calendar of assignments or the
interactive Resource Load screen.

Resource Load provides a


powerful and dynamic view into
capacity and demand that can be
viewed from many perspectives
and time horizons and allows the
most granular capacity planning in
Clarizen.

Resource Calendar provides a


Gantt-like view of assignments
color-coded by availability. Hover
for details and select an individual
for greater detail

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 8


View Capacity of a Team
We have seen how to review capacity of individual or
selected people, but if you would like to see a top-down
view of capacity of a group of resources that is possible as
well.

This is helpful when evaluating capacity and balancing


demand by user group, team, skill group, etc.

To access this perspective, pivot to “Groups” from the


menu of options at the top of the resource load screen (or
access from Team View). Next, click and
select the Group(s) you would like to add.

Results are aggregated to the top level and you can drill
down to see work allocation and capacity of Group and
Sub-Group members.

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 9


Resource Load View Options

The Resource Load can be dynamically viewed from different perspectives

Settings Who Planned/Remaining Capacity/Demand % vs hrs vs. # People Time Horizon

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 10


Reassigning Tasks

If you have permissions to do so, a very


easy approach to reassigning work is to
drag and drop from the Team View.

Use the check box to select tasks you


want to reassign and simply drag them to
the new resource.

Drag and drop reassignments can also be


done in the Resource Load module where
you can balance capacity at a granular
level

If a reassignment results in an overload, a


notification will be shown

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 11


Replacing Resources From a Project (Bulk Reassign)
Plans change. Teams are restructured.

If you ever need to replace a resource across an entire project, you can do so by
utilizing the “Replace Resource” button that can be found in the Utilities menu on the
project Ribbon.

The reassignment will be applied to the entire project (or whatever Parent it is applied
on).

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 12


Get it done.
Faster. Better. Together.

Clearer visibility than you ever had


so you can move faster than you ever could.

Copyright © 2016 Clarizen. All rights reserved. Confidential Material 13

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