The Project Planner feature allows you to easily allocate resources, manage tasks, and track schedules - all within a unified view. With Project Planner, you can streamline how you manage resources across multiple projects and ensure optimal allocation. Click here to watch a video on using Project Planner.
Key Benefits of Project Planner
Unified View of Resource Allocations
With Project Planner in BQE CORE, you no longer have to limit your view to a single project hierarchy. The new layout allows you to view resource allocations across all your projects, providing a comprehensive overview of your staff's assignments and availability. This makes it much easier to manage resources at a global level, ensuring you are making the most of your available workforce.
Streamlined Scheduling with Split-Screen View
The split-screen view on the Project Planner screen offers a significant improvement to the scheduling process. You can see tasks allocated to projects alongside the corresponding resource schedules on a weekly or monthly basis. This eliminates the need to switch between tabs and allows for better coordination of resources and tasks.
The enhanced structure and rules for how allocated tasks and resource scheduling interact help reduce the number of tasks to manage, and improve your reporting capabilities.
Combined Editing of Allocations and Gantt Chart
Project Planner integrates the Gantt chart with allocation data, allowing you to view both at once. You can see the percentage of hours used directly on each activity bar, and hover over tasks for detailed insights. This streamlined approach reduces the need to toggle between different views and simplifies project management.
Better Alignment of Allocation and Scheduling
One of the significant advantages of Project Planner is the ability to see allocation start and end dates alongside the resource schedules. This gives you a clearer understanding of when the work is supposed to be done and highlights when tasks fall outside of the allocated time window.
Enhanced Resource Scheduling
The Project Planner feature makes it easier to identify when a resource is overloaded or underutilized. If more hours are scheduled than the available allocation, the planner flags this imbalance and the Unscheduled Hours column shows the remaining time to be scheduled, helping you balance workloads effectively.
Refined Allocation and Forecast Data
With Project Planner, allocations can be used as a broader umbrella for resource scheduling. This reduces data entry and noise in your planning, making it easier to track and manage resource usage.
For details on Project Planner, check out CORE Help Center.