Understand capacity before you plan
It’s crucial to know who is available and when within specific teams that will execute your project before booking them on a project. Use the WorkforceBI dashboard for project managers to identify teams by department or project.
WorkforceBI’s intelligent markers identify resource availability. Hours in Orange show resource availability, Green show resources booked based on your company’s utilization targets and Red denotes the resource is over-booked and is not available.
Get started with a project
Define your project time in weeks, identifiable name, budget and start date through the project creation wizard. The project creation wizard has three steps from project information project tasks to staffing and resourcing. Our goal is to make adoption simple and easy for project manager’s to set up and onboard when working with WorkforceBI.
Establish core task buckets
A project may have billable or non-billable tasks. Defining those core buckets for resources on the project early on can help identify where time is billed the most.
Plan your resources and allocate time
Resource planning is key. You may also set override hourly rates for a specific project per resource for cost management.
Unified view of your projects
Resource planning is key. You may also set override hourly rates for a specific project per resource for cost management.
Approve or decline user timesheets
Resource planning is key. You may also set override hourly rates for a specific project per resource for cost management.
140%
Improvement
When you manage multiple projects with cross functional teams
Gold
Standard for Projects
We are industry experts in construction and consulting
20+
KPI Metrics
For resource planning, project risk, forecast and profits
“Before WorkforceBI we used spreadsheets to manage resources on different projects. Timesheet submissions were also driven by spreadsheets and we spent hours figuring out people on projects. After implementing WorkforceBI we were able to manage schedules, timesheets and resources in real time”
Sandy Schadler
Project Manager II
