time@work expense@work

Resource Planning

One of the greatest benefits of a Professional Services Automation system lies in the assistance it provides in optimizing the deployment of resources. The right Employees, with the right skills, must be matched to the needs of each Project and Task.

time@work Employee Allocation is a tool which enables a search for available Employees on the basis of:

  • Minimum required skill levels
  • Required Role
  • Other analytical dimensions of Employees
  • Required Dates

Additionally the system allows soft and hard Allocations of Employees to Projects using user-definable Allocation Levels.

Allocations made by Users are communicated to Employees by email and through the Professional Services Workbench. Additionally, Active Schedules can be opened through the Professional Services Workbench to show time or other values by Project or Employee, as a time-based 'schedule' (by Accounting Period, Timesheet Period, or Day).

Resource Planning

Key features:

  • Unlimited Skill Groups and Skills
  • Employee Skills
  • Project and Task Skills
  • Unlimited Allocation Levels with properties designed to prevent over-allocation
  • Allocation Tool integrated with Budgeting to enable the Allocation of Employees to Tasks
  • Allocation Schedule for each Employee visible in Professional Services Workbench
  • Allocation Alerts by email and in the Professional Services Workbench to inform Employees of changes in Allocations
  • Active Schedules for time-based reporting from the Professional Services Workbench