On February 19th, 2018, we released our newly redesigned, visually-enhanced Master Planning interface—which is now more flexible and intuitive than ever before! To learn how you can benefit from this upgraded resource management tool with its advanced drag-n-drop interface, please see our new Knowledge Base articles. To learn how to update, please see our Upgrade Master Planning article.
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.
Master Planning plays nicely with the task-level resource allocation tool you may already use. Bottom-up planning, found at the task level, bubbles up the Project Manager’s allocations to this new global view. From Master Planning, admins have visibility into how their plan translated into the resource’s actual schedule.
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.
Here’s how you can get started using Master Planning:
Master Planning automatically pulls in all your account members and their existing task allocations:
You can staff existing projects by adding them to the project list found under each team member.
Using the tab key, you can enter in hours by week quickly and create your baseline resourcing strategy. Highlight personnel that are over or under utilized quickly using the “Highlight” feature.
As the Project Manager starts to spool up the project by adding milestones, deliverables, and tasks, they can also allocate resources and hours to these items. Their task-level resourcing will roll-up to your view in Master Planning.
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.