Resource planning — availability planner
When resource planning for architecture and engineering projects, there’s always the tricky proposition of people’s availability. It would be great to have all staff on design projects utilised at 100 percent, but that’s not realistic. Staff take leave, they go to conferences and seminars, they might be involved in research projects and lots of other reasons to be unavailable for project work. This is something a project manager needs to know when planning resources for project delivery.
Synergy solves this by allowing staff to request to be unavailable — for their manager to approve — or for their manager to set someone as unavailable. This is then shown on the Synergy planning board Gantt chart for architecture and engineering project resource planning.
Key benefits of Synergy resource planning — availability planner:
- Staff can request to be unavailable
- Managers can assign and approve unavailability
- Quickly see availability in the planning board Gantt chart
- Assess capacity with availability conflicts, other projects and deadlines
How Synergy resource planning — availability planner helps architecture, engineering and construction design project managers plan project delivery.
A critical benefit of the availability planner in Synergy project resource planning is the control it gives to project managers. When someone in your team requests to be unavailable, the project manager can click one button from the team availability board that takes them to the resource planning board showing the time, person and project. The project manager can quickly see who else is unavailable at that time, what other projects that person is working on, and whether there are any deadlines to worry about. This allows the project manager to avoid leaving the project short staffed.
Synergy provides a default list of reasons for being unavailable and these can be added to if your organisation has specific names for things.
This is particularly helpful in a multi-office context where a project manager might want a particular person from another office or team to help on a project and can quickly check their availability in the resource planning Gantt chart.
While ‘leave’ is one of the reasons for unavailability, it’s important to clarify that Synergy is not acting as an HR tool to manage leave requests and absences. This availability planning is designed to show availability (more specifically, unavailability) on the planning board for project delivery and allow staff to request, and project managers to allocate and approve unavailability. We leave the leave management to dedicated HR software.
Read the resource planning — availability planner blog by Synergy product manager Paul Hemmings.