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.

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.

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.