Resource Planning

Metric AI’s Resource Planning module is designed to help service companies efficiently manage their workforce and resources. With a range of powerful features, the system provides clarity and flexibility for resource allocation, project planning, and workload management.

Intuitive Drag-and-Drop UI

The Resource Planning interface features an intuitive drag-and-drop UI that makes managing resources straightforward and efficient. Users can easily move allocations, adjust schedules, and reassign tasks with minimal effort, providing a seamless planning experience.

Hard, Soft, and Sales Allocations

The system supports different types of allocations to meet the varying needs of your projects:

• Hard Allocations: Book resources for tasks or projects, directly impacting project and organizational finances.
• Soft Allocations: Tentatively assign resources while plans are being finalized.
• Sales Allocations: Reserve resources for potential opportunities or upcoming projects.

These allocation types ensure flexibility and accuracy in planning.

Bulk Editing

Resource Planning allows users to make bulk edits to allocations, saving time when managing large projects or teams. Adjust multiple allocations at once, ensuring consistency and efficiency across the board.

Multiple Schedule Types

To fit diverse planning requirements, Metric AI supports multiple allocation types:

• Per Day: Allocate resources with daily granularity, ideal for detailed task management.
• Weekly: Plan resources on a week-by-week basis for broader scheduling.
• Total: Distribute resources across a set period without specifying individual days or weeks.

These options provide flexibility to match the specific needs of each project.

Customizable Views

The Resource Planning system offers customizable views, allowing users to tailor the interface to their preferences and workflow:

• Filters: Focus on specific projects, tags, or teams by applying filters.
• Grouping by Projects and Tags: Organize resources based on projects or custom tags for improved clarity.
• Days or Weeks Columns: Switch between daily or weekly views depending on the planning granularity required.

These features help users stay organized and gain insights into resource allocation at a glance.

Metric AI’s Resource Planning module is designed to adapt to the unique requirements of your organization, making resource management simple and effective. Empower your team to plan smarter and deliver better results today!