Resource overview
As an administrator in QUANTICAL.ERP, see plan and actual per employee, project and week, spot free capacity and keep budgets in view for project controlling.
The Resource Overview is the central page for project controlling. Across all projects and employees, it shows how many hours are planned, how many of them have been booked and how much capacity is still free.
You find the page in the left sidebar under Controlling > Resource Overview. The menu item appears only for administrators. Project leads see their own projects in Project management instead.
At the top you choose between three views: Overview, By Project and By Employee. The period next to them applies to all three.
Period
Use Period from and Period to to choose the weeks shown. The Overview defaults to the last three months up to today, the By Project and By Employee views to the current week and eleven weeks ahead. After a change, Reset appears.
Overview
The Overview lists every combination of employee, project and calendar week in one row: Plan from budget planning, Actual from the time entries and the Delta between them. A green delta means the hours were booked, a red delta shows booked hours below plan. Weeks without plan and without bookings are left out.
Every column can be sorted and filtered. For project controlling, grouping is the most useful tool: drag a column header such as Employee or Project into the bar Drag here to set row groups. QUANTICAL.ERP sums plan, actual and delta per group. The arrow in front of the name expands the individual weeks.
By Project
Select a Project. Use Client to narrow the project list first. The view then shows three blocks.
The key figures summarise the project:
- Utilization this week: the hours planned for all employees in the current week
- Total planned hours: all planned hours over the whole duration
- Budget total and Budget unplanned: the project's budget and the part that planning has not yet used
- Estimated remaining: the unplanned budget divided by the average hourly rate of the current allocations
The table shows one row per employee with Plan this week, Actual this week, Delta, Total planned, Total actual, % consumed, the Period of the allocation and the Status. Expired allocations are hidden.
Below, the Utilization Timeline shows the planned hours per employee and week. The darker the cell, the fuller the week. Weeks that have already started show ACTUAL/PLAN, for example 8/16h. The Go to Budget Planning button opens the planning of this project.
By Employee
Select an Employee. The view shows the same blocks as By Project, but from the person's point of view across all their projects.
The key figures refer to the current week:
- Target capacity this week: the weekly hours from the employee's master data
- Planned this week: the sum of plan hours across all projects
- Still available this week: the difference. A red value means the employee is planned beyond their capacity
The table and the Utilization Timeline show one row per project. The Go to Budget Planning button opens the planning filtered to this employee.
The plan hours come from budget planning under Administration > Budget planning: person-days per week times eight hours. Approved leave reduces the plan of the affected week proportionally.
For weekly project controlling, one look at the Overview grouped by Project is enough: a red delta shows projects behind plan, a delta above zero projects that consume more hours than intended. Free capacity for new requests is found under By Employee.
Resource planning
Plan and actual across all projects and employees in QUANTICAL.ERP - the resource overview as the basis for project controlling and capacity planning.
Controlling
The live P&L in QUANTICAL.ERP - revenue, personnel costs, overhead and net profit for professional services firms, plus utilisation, hourly rate and budget per project.