Employees & Resource Planning
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  • What is the difference between an employee and a user?

    Employees Resources are loaded as employees in PPO. Items such as tasks, issues and risks can then be assigned to employees to action. Everyone who is involved in a project (stakeholders) as well as team members who will be working on the project ...

  • How do I get rid of duplicate employees on my instance?

    Sometimes the same employee is inadvertently added more than once on PPO. Most commonly this happens because the administrator fails to disable the global employee filter and verify that the employee does not already exist as an inactive employee ...

  • How can I best deal with an employee resignation to ensure PPO is updated correctly?

    Items assigned to employees who are marked as Inactive will not automatically be reassigned or deleted. For that reason Administrators have to take special care when an employee resigns, that all their items are correctly reassigned or closed.  Th...

  • How does PPO calculate resource capacity?

    Resource capacity is one of the key aspects required in order for the resource planning functionality in PPO to work. It is also required in order to calculate and show missing time if you are using the PPO time entry functionality. But how exactl...

  • How does PPO calculate resource rates?

    PPO allows a resource rate ($/hour) to be associated with an employee in order to produce financial reports.  This information can be combined with time entry information in order to produce time entry costing reports or to automate labour cost ca...

  • What is the best way to show leave in my resource planning?

    It is important to show leave when doing resource planning to ensure that resources are not over-allocated. If leave is not captured and factored into resource planning, employees can be allocated to projects during their leave period, causing a d...

  • How will a change in employee charge out rates affect the time entry cost?

    The cost associated with a time entry record is calculated based on a rate multiplied by the total hours for that time entry record. The table below shows a typical time entry record and how the rate is determined. The Rate on the time entry reco...

  • Can I automate the labour cost on my instance?

    For most projects, labour forms a big component of the overall costs of the project. As with any other costs, PPO allows for this labour cost to be recorded against the project at the detail that is required. The ability to track summarised labour...