Manage project tasks, allocate hours, assign tasks for users and follow utilisation.

Content

Description

With Heeros PSA resourcing tool, you can manage your company’s work effectively. WSB structure (work breakdown structure) allows an easy use of accounts and projects. You can resource tasks for users on a project level and follow your user’s utilisation.

Versions: Business(add-on), Enterprise, Enterprise+

Permissions: Resourcing

Main views of the resourcing tool

Resourcing tool has three main views: Grid, Gantt and task list. Besides these, you can view user’s utilisation.

Grid view

From Grid view you get an overview of the resources. You can make quick changes and control and update tasks daily, weekly or monthly. View in percentages or hours, which you prefer. You can have the resourcing view from the perspective of users or projects.

Gantt view

In Gantt view you can observe task specific resourcing divided by project, user, priority or type. You can do resourcing directly to user, task type or priority level.

Create, drag, extend, edit easily. Heeros PSA makes resourcing visual.

List view

In list view you see tasks in list and can filter those with search and make mass editing for tasks.

Utilization

In utilization view you see utilization of users and the hours allocated for resourcing.

Resourcing tasks tree

What is a main and sub task

In Heeros PSA is WBS(work breakdown structure) way to create the structure of the project in use. It's hierarchy has the tasks, and subtasks as a tree structure. It shows how much work is needed to fulfill the goals. IN project you first need to define the goal and then the tasks are divided in smaller tasks by duration, size and responsibilities.

You can create main and sub tasks in Gantt view.

When creating a sub task, the program will group those automatically to main and sub tasks in one group. The grouping starts with main tasks and after that comes sub task level 1.

View options - slider

By clicking eye icon you can open a slider where you can choose which functions will be shown.

Resourcing tasks in other views

My day

In My day view each user has an overall view of their own tasks and can administrate those and do some actions like edit task, start task or mark the task done.

Time tracker

You can also see resourced tasks via time tracker view and add new tasks directly to time tracker calendar.