Derive Resource Supply From the Resource Pool¶

Goal¶

Check which working capacity is available in the resource pool and which employees have the required professional qualifications.

Basic Idea¶

The resource pool describes resource supply. For capacity planning, it is not enough to enter employees. Rillsoft Project also needs information about when those employees are available and which professional qualifications they have.

Resource supply includes:

• employees

• employees’ professional qualifications

• working times and calendars

• shift calendars

• non-working days

• team memberships

• productivity

• start and leaving date

Open the Resource Pool¶

Open the resource pool with Start > Properties > Resources. The Resource pool dialog contains several tabs, including calendars, roles, teams, and employees.

Important: Check whether you are working with a general resource pool. The name and path of the current resource pool file are shown in the left part of the status bar. If the status bar shows Project resources, switch to the resource pool.

For personnel capacity planning, these tabs are especially relevant:

• Calendars for working times, holidays, and exceptions

• Roles for professional qualifications

• Employees for employees, calendars, non-working days, and roles

Check Employees’ Professional Qualifications¶

Employees must be connected with the professional qualifications they can perform. In Rillsoft Project, this is done by assigning roles in the employee area.

Check:

• Is the role available in the resource pool?

• Is the suitable qualification level maintained?

• Is the role assigned to the employee?

• Can the employee perform several roles?

• Are costs or productivity maintained differently?

Check Employee Data¶

For resource supply, names alone are not enough.

Check each employee for:

• first name and last name

• unique code if data is exchanged

• email address if communication or interfaces are relevant

• calendar

• start date

• leaving date

• shift calendar

• non-working days

• team membership

• professional qualifications

• productivity

• costs

Observe the Calendar Hierarchy¶

If no employee calendar is selected, Rillsoft Project searches for a valid calendar in this hierarchy: team calendar, task calendar, project calendar.

For capacity planning this means:

• A missing employee calendar is not automatically wrong.

• Actual capacity depends on which calendar takes effect.

• If availability is unexpected, check calendar assignment first.

Classify Teams¶

Teams help group employees organizationally. For capacity planning, teams are especially important when:

• several employees are planned together

• team calendars apply

• non-working days are also defined at team level

• resource managers check capacity by team

Teams do not replace professional qualifications. A team says where an employee belongs organizationally; a role says which work the employee can perform professionally.

Material, Machine Types, and Machinery¶

The new resource planning workflow first focuses on personnel. Rillsoft Project can also maintain material, machine types, and machinery.

Separate these resource types professionally:

• Employees: working capacity of employees

• Professional qualification: skill or role required for a task

• Material: consumable or material demand

• Machine type: required type of machine

• Machinery: specific available machine

Check the Result¶

Resource supply is reliable when you can answer these questions:

• Which employees are maintained in the resource pool?

• Which professional qualifications do they have?

• Which calendars and working times apply?

• Which non-working days are stored?

• Are start and leaving dates relevant?

• Is there team or shift logic that affects availability?

Next Steps¶

Then check working times and non-working days in more detail before evaluating capacity balancing.

• Maintain Working Times and Non-Working Days

• Perform Capacity Balancing