Organizer > WorkPlanner > Show resource needs and bookings

The resource planning view shows the personnel and machine resource needs defined in Organizer. You can view:

•Resource needs for entire projects and tasks.

•Resource needs and bookings for activities.

•Activity progress at the same time as resource needs or resource needs and bookings.

You can also view booking status:

•Per resource (person, competence, organizational unit).

•Per need type.

Switch between the scheduling view, which is displayed by default, and the resource scheduling view by pressing Show Resources.

Show resource needs

When you select to show the resource planning view, the Demands status option in the Resources menu is selected by default. This shows an overview of the resource needs for entire projects and tasks with their own set of colors.

Color		Resource needs status of activities
	Purple	Project
	Light gray	Task
	Blue	Selected task
	Green	Resource needs met
	Yellow	Resource needs partially met
	Red	Resource needs not met
	Gray	Resource needs not identified

Show resource needs and bookings

To view both resource needs and bookings in the resource planning view, select both options Demands status and Demands and bookings in the Resources menu. Then identified resource needs are displayed as rows at the bottom of the activities in the calendar and in text to the right of the rows. For the activities where the resource need is met, the name of the person or machine is displayed in blue text to the left of the rows.

Color, resource rows		Resource needs status of activities
	White with red frame	Resource needs not met
	Light blue	Resource needs met

Show resource needs, bookings and activity progress

To show activity progress at the same time as resource needs or resource needs and bookings in the resource planning view, also select Show activity progress in addition to the options Demand status and Demands and bookings in the Resources menu. Then the activity progress is shown in the progress set of colors in a layer on top of the need status.

Color		Progress of activities
	Dark green	Closed
	Dark yellow	Ongoing

Show bookings per resource

You can do this search in both the time planning and resource planning views.

1.Select the Content tab in the sidebar.

2.Open the folder Base queries and select one of the following:

•Personnel resource bookings.

•Machine resource bookings.

3.Refine your search by:

•Entering the system ID or Name as keyword.

•Filtrering by any of the following:

oType of personnel by selecting one or more categories of personnel from the drop-down list Person Type.

oType of machine by selecting one or more machine category from the drop-down list Item Type.

•Filtering by the activity State: All, Active or Closed.

4.Press Search. The search result is displayed in the lower part of the sidebar.

5.To display a selection of the search result in the calendar, select one or more rows in the search result.

6.Press View. The selection is displayed in the calendar.

In the lower part of the sidebar, you can both filter and sort the search results in the column headings of the tables:

•Select a column heading to deselect and then select the values in the column you want to display.

•Double-click in a column heading to sort the values in the column in numerical order or in alphabetical order.

Press View. The search result is displayed in the calendar.

Show need per need type