Schedule Your Team

Avaza Project Resource Scheduling allows you to manage your team capacity efficiently. You can allocate team members to projects, visualize team availability and deliver successful projects.

Avaza Project Resource Scheduling enables your business to answer questions like these more accurately:

  • Who is working on what, and when?
  • Do we have the capacity to take on a new project?
  • Do we need more team members to help complete the projects we have?
  • What skills do we have, and what do we need more of?

Accessing Project Resource Scheduling

Like all features in Avaza, Project Resource Scheduling is visible to users with the appropriate roles. In the Schedule Settings Guide, we outlined some of the relevant settings that would assist in getting the most out of the Resource Scheduling module.

Following are the relevant resource scheduling roles that can be assigned to users

  • Schedule Users (assign this role to all users that need to be scheduled. They will be able to access the My Schedule page to view what they are scheduled for)
  • Schedule Managers (assign this role to users that need to manage the team’s schedule. They are responsible for creating schedule assignments, resource levelling and more. They can access the Team Schedule page)
  • Schedule Viewers (assign this role to users who should be able to view their team’s schedule in addition to their own schedule on the Team schedule page)

Two menu items will be visible to users with the appropriate roles.

  • Team Schedule
  • My Schedule

Figure: Resource Schedule Menu Items

Team Schedule

Scheduling Managers can view team members and projects they are responsible for on the Team Schedule page. They can create and edit the project and leave assignments. Drag & drop existing assignments to change the user or project on the assignment, as well as adjust its start and end date.

Figure: Schedule by Team Member

With Resource Scheduling, you can accurately assign team members on projects, view their daily availability as well as upcoming days off. Switch between Team and Project view to better understand resource allocation.

When viewing Team Schedule by Project, you can see all your projects and  Scheduling Users assigned to them over time.

Figure: Schedule by Project

On either view, you can change the zoom-level, based on how much visibility you need. The default view is Zoomed In, showing 7 days, but you can Zoom Out to view an entire month.

Search for users, projects, user tags, customers or project tags and view only relevant resources and projects as needed. For example, finding all the people tagged with relevant skills/location to take on a new project.

Add Bookings & Leave

Schedule users to a project or book leave for them by using the Add Assignment/Add Leave button.

While adding user assignments, you will be required to select a User, Project, Timesheet Category, and Daily Hours for a  Start and End Date range.

Figure: Create a Schedule Assignment

You can choose to optionally include a Task, Notes and select if the schedule should also apply to days off. Notice the scheduling user’s default weekly availability is also displayed for reference.

Adding Leave for team members updates their daily availability for those days, allowing you to accurately plan your human resources based on each team member’s availability. When adding a Leave, select the user’s name, Leave Type, Daily Hours, Start & End date rate. You can also optionally enter Notes.

Figure: Create a Leave Assignment

Schedule Viewers can only view the Team Resource Schedule. They don’t have the rights to make any changes to the schedule.

My Schedule

The My Schedule View, visible to Schedule Users, shows their project and leave assignments. This view is available on all devices.

Figure: My Schedule Page

The My Schedule page displays Assignments and Leave by week, and you can expand/collapse each day to view assignments in context, as well as see who last updated the booking.