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Master Planning

[Admins and Reports Viewers on a Premier Plan Only]

Master Planning helps solve a big problem facing almost every business: how to efficiently allocate staff (aka “resources”). This feature helps you efficiently plan all your projects and better utilize your personnel. The result is a single view where you can staff your projects and set up a baseline resourcing strategy.

With Master Planning, you can manage resource allocations across all your projects for your entire organization. From Master Planning, admins with Mavenlink Premier have visibility into how their plan translated into the resource’s actual schedule.

HOW WILL IT HELP YOU?

Master Planning is great for Admins who want to manage all their projects and the people allocated to those projects at a glance.

WHAT THE MAVENS KNOW

  • The most effective setup is to have your projects defaulted to "Open to Admin Only" in your Account Settings page. The reason this is required is you'll be putting people in projects that you might not necessarily be in yourself, so they can't be fully private (e.g. "Invitation Only").
  • Set up roles in the system and classify people under their default roles. Roles can be found at the bottom of your Account Members page. By setting up roles, you can filter your Master Planning view to a particular role or set of roles and clear away the noise.
  • Project Managers can claim resources using the Project Resource Allocation Tool. Keep in mind that if a Project Manager claims the need for someone on a particular project, these hours will show up under the “Plan” heading. Those projects will show up in the list even if the project hasn’t been planned at the master level, so you know that a resource is needed.

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