In Uniconta, planning and resource management can be done in several ways
Purpose.
- Create an overview of planned tasks
- Each employee must be able to see their tasks/activities per period in Uniconta
- The department manager/dispatcher must be able to see all tasks/activities/hours and edit them.
The following scenarios are incorporated
- The budget is rolled forward by carrying forward realized figures
- This can be done Per month/week/day)
- Planning/Budgeting can be done based on Task Groups that unfold per customer/project
- New customer with new project created from scratch incl. Planning (Time budget/resource planning)
The budget is rolled forward by carrying forward realized figures.
Go to
Reports/Budget. Alternatively, scrolling can be done from the Project overview.
Select which criteria to 'roll' by. Read more
here.
After scrolling, scheduled hours can be edited and redistributed via
Scheduling. Read more
here.
If you work with continuous follow-up and adaptation of the planning, it is recommended to save the final planning as an anchor budget. Read more
here.
Follow-up is also done in the planning screen. Read more
here.
NOTE: Before final approval of the
budget, it is recommended to check the budget. Read more
here.
Planning/Budgeting can be done based on Task Groups that unfold per customer/project
Go to
Project. Create a 'Template project' that should contain the definition of all tasks and which task group they belong to.
Create
Task Groups. Read more
here.
Create
Workspaces. Read more
here.
Create the Template project. Read more
here.
Go to
Project/Tasks/List page
Create all tasks related to a Task Group. Read more
here.
Now copy the
Tasks you want from the Template project to another project. Read more
here.
Go to the second project.
If desired, budgets can now be created based on tasks.
There are two models
Create from Project/Reports/Budget. Read more
here.
Alternatively, budgets can be created from Project/Project/Budget. Read more
here.
New customer with new project created from scratch incl. Planning (Time budget/resource planning)
Read Planning/Budgeting can be done based on Task Groups that are unfolded per customer/project just above
Now copy the Tasks you want from the Template project to another project. Read more
here.
Go to the second project.
If desired, budgets can now be created based on tasks.
There are two models
Create from Project/Reports/Budget. Read more
here.
Alternatively, budgets can be created from Project/Project/Budget. Read more
here.