Advice for available resources and planning them

project employee task resource available

1 Antworten

9321 Ansichten

Glen

I have a pool of employees, not all of them active on a project. I would like to setup the system so that I have an overview of employees and when they are available and for what specific work / tasks. When I setup a new project and make a task that requires a specific employee, I would like to search through the available employees and their skills and assign them to that project task.

Current solution: I created a project called "Available Employee". Underneath I created several tasks by skill. In my pool I have 9 programmers and 3 software testers. For simplicity sake, all of them are now available. So I created 9 tasks called "Programmer" and 3 tasks called "Tester".

For this project I need 3 programmers and 1 tester so for the project created 3 "Programmer" tasks and 1 "Tester" task.

The nice way of setting it up like this is that I have one overview of required workers and available workers within 1 Gantt chart and I can use the nice search function.

The tricky part comes here: When I find a person available that I was to assign to a project/task, I would like to do so within the available person form. So I would like the click on the available person and with one click assign him/her to the project/task he/she is required for. So he/she would be assigned to the project/task and his/her current Available Task should be ended.

I guess this is not out of the box and has to be customized in the project/task module?

If anybody has any suggestion on how I could set this workflow up in another fashion I am all ears.

Thanks for reading this!

Ray Carnes (ray)

You have probably seen that each Employee can optionally be linked to a User (who you assign Tasks to).

You can leverage this relationship and with some small customizations, achieve what you want.

For Version 13 and 14:

1. Create a custom field on the Task model (project.task) to represent the Skills needed to complete a Task:

2. Add the Skills field to the UI, here we add it to the Tree View of Tasks:

So far, you can associate Skills with Tasks, like this:

3. Add the skills to the Tree View of Users, with another custom view:

4. Add the same fields to the Search View of Users so you can filter Users by them:

With these changes, you can see Skills and filter Users by them:

And the total potential User Experience would be something like this:

Task is selected in the List, and you search for Users to assign it to:

Then you can filter to find the Users with the Skills you need:

To make all of this work you of course need to install the Skills Management app:

Then setup your Employees and link them to a User:

Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!

Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!

Registrieren

Verknüpfte Beiträge	Antworten	Ansichten
Task Planning project employee task resource planning	1 Dez. 23	11840
how many employees can I assign to each subtask ? project employee task subtask	2 Sept. 23	5402
Project management view own tasks only in v7? project manager employee task	1 März 15	7637
Assign multiple users to task or create group project employee task team	1 März 15	22623
How can I leverage Employee Skills when assigning Tasks in the Projects App? Gelöst project employee task assignment skills	1 Feb. 22	6043

Diese Frage wurde gekennzeichnet

Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!