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Planview Customer Success Center

Resource Management in Daptiv

Resource Plan: User Interface

Resource Plan: User Interface (3:51)

The Resource Plan view allows for the management of resource requirements and allocations within the project.

Resource Plan: Define Requirements & Request Resources

Resource Plan: Define Requirements & Request Resources (6:45)

The Resource Plan view is where the Project Manager defines requirements for the project and requests resources, either generically by type or specifically by name.

Team Manager: Allocate & Approve Resource

Team Manager: Allocate & Approve Resources (9:36)

The Team Manager global tab is where the Resource Manager responds to resource requests by allocating named resources to the project.

Resource Plan: Setting Thresholds & Bottom-Up Planning

Resource Plan: Setting Thresholds & Bottom-Up Planning (7:03)

The Project Manager can use the Resource Plan view to monitor scheduled hours versus allocated hours; the Resource Plan view also allows a bottom-up resource adjustment.

Soft-Planning / Resource Type Task Assignment

Soft-Planning / Resource Type Task Assignment (14:10)

Soft-Planning allows Project Managers to create task assignments for Resource Types, without having to identify a specific named assignee.

What About Vacation?

What About Vacation? (8:05)

In this video, you will learn how Resource Managers create "non-working time" for their users so that their unavailability is reflected in the Daptiv system. "Non-working time" includes exceptions like "vacation", "training","jury duty", etc.

The Capacity Planner

The Capacity Planner (10:13)

In this video, you will learn how to use the Supply versus Demand feature in Daptiv.