Resource Management

Table of Contents

• Introduction
• Creating New Allocation
• Pages

Introduction

Managing resources across projects is crucial for project success and profitability, To easily track and manage resources Next PMS provide Resource Management DocType with React based interface, with it PMs can easily allocated resources among different-different projects, making it Billable or non-billable, along with reports to get an overview.

Creating New Allocation

To create new allocation click on the Add allocation button the Allocations tab. This form allows you to allocate an employee's time to a specific project within a defined period. Follow the steps below to complete the form:

Project Views

Next PMS provides Views which can be used as pre-defined filters for Project tab.

1. Open Project tab
2. Select filters you'd like to be applied
3. Click on Create View from the drop down menu and make a view.

Timeline

The team view shows the resource allocation of each employee in your team in one unified UI. You can hover over it for more information.

Project

This view shows allocations group by projects and upon clicking on project show employee-wise allocation. You can also hover over it.