Resource Planner Roles

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TABLE OF CONTENTS

• Setting Resource Roles
• Applying Roles to Resource Manager

User roles in the Screendragon resource planner are crucial in streamlining project management and resource allocation.

The Resources appear on the left, allowing users to view all defined roles and assign tentative bookings. This helps visualize resource needs in the planner. This flexibility not only supports planning initiatives but also enables roles to be quickly assigned to specific individuals as project requirements evolve, enhancing overall efficiency and collaboration.

Setting Resource Roles

By defining roles within an employee's profile, teams can easily organize and categorize resources by expertise and availability.

1. Navigate to the main dashboard menu and click the settings icon.
   
   
2. Click User Management.
   
   
3. Select a User from the list.
   
   
4. The assigned role or roles appear in the User Resource Data Table under the Role column.
   
   
5. Click User Options > Add New User Role.
   
   
   
6. Click the Role drop-down and select a role to assign to the user.
   
   
7. Enter the number of hours for the full-time equivalent in the FTE field.
   
   
8. Enter the Target Billable for the user role. This refers to the predetermined number of billable hours or revenue a user is expected to achieve within a specific timeframe, as it aligns with project deliverables and organizational goals.
   
   
9. Enter the Actual Cost for a user role. This refers to the expenses incurred and associated with that role over a defined period, including salaries, benefits, overhead, and any other costs directly related to the employee’s work.
   
   
10. Enter the New Role Start Date to identify when the new role is applied to the user.
    
    
11. Check the Days Available boxes to indicate when the user will perform the role.
    
    
12. Click Next.

Applying Roles to Resource Manager