April 2024 Release – Introducing Resource Planner

Over the last year, we have released several major features designed with Resource Management in mind. With our April 2024 release, we’re excited to introduce the Resource Planner, created to take the headache out of capacity planning.

Resource Planner ensures that your company maximizes resources and keeps everyone busy—but not too busy. Both bored and burned-out employees lead to costly turnover, and inadequately staffed projects lead to poor results, unhappy customers, and loss of business. 

Here’s what Resource Planner offers to help you build a better bottom line while ensuring both client and employee satisfaction:

• A streamlined capacity planning process for improved project efficiency and resource optimization
• Flexible filters and views for easy resource management, allowing you to see work at both the Project and Task level and by day, week, or month
• Easily identifiable problem areas via red highlight of any individual capacity over 100 percent
• A Change Log that shows the impact of proposed changes and the ability to make them live at your convenience, allowing you to visualize changes before they take effect for smoother implementation
• Detailed workload breakdowns that allow for easy reassignment of tasks
• Easily viewable upcoming PTO or other scheduled absences for individual Resources
• Role and Resource Attribute filtering for quick searches

Who Benefits:

Resource Planner is included in Premium Edition, further building on TaskRay’s existing Resource Management tools. We asked you what you wanted to see in capacity planning functionality, and we believe that Resource Planner will help you make huge strides in:

✔ Building on Resource Management Value: Get the most out of Dynamic Team Builder, Configuration Hub, and Resource Attributes by pulling them all together for accurate, data-driven capacity planning, project staffing, and work assignment.

✔ Reducing Time and Labor: Streamline your capacity planning and easily plan when projects can begin, future work can begin, or troubleshoot resource issues.

✔ Maximizing Resources: Ensure your entire team is properly utilized and free up Admins and Resource Managers by simplifying a historically overwhelming and time-consuming process—and save money by doing so.

✔ Improving Time-to-Value: Evenly distribute work, leading to faster project launches and preventing false starts—getting you to the finish line that much quicker.

✔ Boosting Employee and Customer Satisfaction: Reduce churn both inside and outside of your business with data-driven, proactive project planning.

We are so excited for you to explore Resource Planner and see what it can do for your business. Stay tuned for future updates that will deliver even more utility and value to your TaskRay experience!

Do you still have questions about this latest release? We’re here to help! Contact CSM or email support@taskray.com for further assistance.