Clas­sic Resour­ce Planning
Clas­sic Resour­ce Planning

Fle­xi­ble and reli­able Resour­ce Planning

The modu­le Resour­ce Plan­ning, which was deve­lo­ped more than 20 years ago and has sin­ce been con­ti­nuous­ly expan­ded with new func­tio­n­a­li­ties, is the cen­tre­pie­ce of the Inno­soft Ser­vice Manage­ment Sys­tem (SMS). The gra­phi­cal plan­ning board is a clas­sic of modern resour­ce plan­ning. With just a few keys and a few simp­le mou­se clicks, you can crea­te and assign assign­ments in a vir­tual­ly play­ful way. The ran­ge of func­tions has grown signi­fi­cant­ly over the years. The Win­dows-based solu­ti­on meets the hig­hest deman­ds in machi­ne and tech­ni­ci­an sche­du­ling thanks to nume­rous spe­cial opti­ons, even as a stand-alo­ne pro­gram. In com­bi­na­ti­on with other SMS modu­les, abo­ve all the Mobi­le Field Ser­vice, via which the ser­vice engi­neers in the field are con­nec­ted to the sys­tem, or the pro­grams Cus­to­mer Manage­ment and Pro­ject Manage­ment, the Inno­soft Resour­ce Plan­ning unfolds its strengths.

User hard Hat

Exten­si­ve tech­ni­ci­an management

Inno­soft Resour­ce Plan­ning is a com­pre­hen­si­ve tool for plan­ning and moni­to­ring pro­jects, assign­ments and resour­ces (= all avail­ab­le employees and work equip­ment), which pro­vi­des you with all rele­vant data in a clear­ly struc­tu­red form. In addi­ti­on to the address infor­ma­ti­on of resour­ces and cus­to­mers, inclu­ding con­ta­ct per­sons, you have nume­rous opti­ons for mana­ging skills, vac­ci­na­ti­ons, spe­cia­liz­a­ti­ons, visas, pre­fer­red tech­ni­ci­ans or spe­cial fea­tures of a machi­ne, which pro­vi­de plan­ning assi­s­tance for the world­wi­de and local dis­patching of technicians.

In the case of exten­si­ve pro­jects, you can store addi­tio­nal pro­ject data such as tar­get cos­ts, respon­si­ble agents, machi­nes or the type of pro­ject. In addi­ti­on, all machi­nes instal­led at a customer’s site can be mana­ged via the sys­tem, so that you can also retrie­ve from an address infor­ma­ti­on such as machi­ne type, instal­la­ti­on and war­ran­ty date as well as the order bill of mate­ri­als for the machi­nes alrea­dy delivered.

Kee­ping an eye on assign­ments and capacity

In the gra­phi­cal plan­ning board, the dates are dis­play­ed as assign­ment bars who­se colour indi­ca­tes the type of acti­vi­ty. The spe­ci­fic data of the assign­ments can be cal­led up for edi­t­ing with a click in the assign­ment infor­ma­ti­on win­dow. In the resour­ce over­view with time­li­ne you can see at a glance when the­re are still avail­ab­le or alrea­dy over­loa­ded groups (e.g. loca­ti­ons). In addi­ti­on, you can also use a bar dis­play for opti­mal con­trol of capa­ci­ty utilization.

You can use a varie­ty of fil­ter opti­ons to limit the cal­cu­la­ti­on of the workload to the selec­ted teams or depart­ments. The iden­ti­fi­ca­ti­on codes of the assign­ment bars can be dis­play­ed in colour so that you can allo­ca­te at a glance whe­ther they are absen­ces such as vaca­ti­on, ill­ness or fur­ther trai­ning, pro­ject-rela­ted assign­ments or regu­lar­ly recur­ring mea­su­res such as main­ten­an­ce. The degree of com­ple­ti­on can also be clear­ly dis­play­ed by means of an addi­tio­nal docu­ment ent­ry display.

Ver­sa­ti­le cus­to­miz­a­ti­on options

Depen­ding on the requi­re­ments, a com­ple­te­ly dif­fe­rent dis­play can be of inte­rest, which is why the Inno­soft Resour­ce Plan­ning offers a mul­ti­tu­de of user set­tings. If you are plan­ning lon­ger pro­jects on exten­si­ve instal­la­ti­ons, the lar­ge over­view in the wee­kly or even mon­th­ly dis­play is pre­fer­red, while the day dis­play, half-day dis­play or 4‑hour dis­play makes more sen­se if you have more short-term assign­ments on smal­ler machi­nes or equip­ment. You can also switch the view from resour­ces to machi­nes, addres­ses or pro­jects with just one click.

All data rele­vant for the ser­vice is com­bi­ned in one sys­tem, and affi­lia­ted bran­ches and field staff can also be easi­ly con­nec­ted. The Resour­ce Plan­ning inter­acts seam­less­ly with other modu­les, such as the Inno­soft GeoMap, which can be used, for examp­le, to opti­mi­ze rou­tes accord­ing to various cri­te­ria or to find tech­ni­ci­ans loca­ted near­by using the pro­xi­mi­ty search.


Infor­ma­ti­on about the modu­les of the Inno­soft Ser­vice Manage­ment System
Mobi­leUsing Innosoft’s Mobi­le app­li­ca­ti­on, your tech­ni­ci­ans can access all the infor­ma­ti­on they need to pro­cess their assign­ments any­whe­re, any­ti­me – even offline.
Cus­to­mer Manage­mentInno­soft Cus­to­mer Manage­ment ser­ves as a link bet­ween your com­pa­ny and its cus­to­mers. Inqui­ries, orders or fault messages are recor­ded, pro­ces­sed and assi­gned to the respon­si­ble departments.
Pro­ject Manage­mentVisua­li­ze sub-pro­ces­ses of your pro­jects as Gantt dia­grams, defi­ne mile­stones and trans­fer this infor­ma­ti­on direct­ly into the Inno­soft Resour­ce Plan­ning to keep con­trol over pro­gress, capa­ci­ty uti­liz­a­ti­on and cos­ts at all times.
Main­ten­an­ce Manage­mentWith Main­ten­an­ce Manage­ment, due ser­vicing tasks are always sche­du­led in good time. On the basis of defi­ned ser­vice levels with spa­re parts packa­ges, the cor­re­spon­ding ope­ra­ti­ons are auto­ma­ti­cal­ly ent­e­red into the plan­ning board.
Sales Manage­mentAs an inte­gral part of the Ser­vice Manage­ment Sys­tem, the Sales Manage­ment sup­ports you even with com­plex offer struc­tures. Assign­ments can be plan­ned com­for­ta­b­ly on basis of the orde­red ser­vice items.
Invoi­cingAt the com­ple­ti­on of the ope­ra­tio­nal order flow, the Invoi­cing modu­le is inte­gra­ted into the ser­vice cycle and enab­les the quick and easy accoun­ting of ser­vices ren­de­red, expen­ses and mate­ri­al consumption.