Employees & Resource Planning

  • 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...

  • How can I improve the data quality / accuracy of my resource allocation?

    The resource planning model of PPO uses information from the System Configuration, Employee, Project and Task entity to determine resource capacity and the extent to which a resource is being utilised. This article will explain how the data qualit...

  • 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 project tasks during their leave period, causin...

  • 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.   ...

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

    Approach to duplicate employeesDuplicate employees arise when active employees are overlooked in the employee lists or when employees have been marked as Inactive and therefore no longer appear on the employee lists. If an employee cannot be found...

  • How can I import resources from MSP directly into PPO?

    PPO’s Employees entity maintains a pool of resources that is used by PPO users to allocate Issues, Risks and Tasks. When Microsoft Project (MSP) is used for project planning and the project plan is then imported into PPO, resources recorded in MSP...