Team Planner (v8.xx)

Team Planner (v8.xx)

The “Team Planner” is a tool to handle the Resource Management within a company with a Matrix Organization: The Project Leaders are not the direct disciplinarian of the Resources. These are the Resource Responsible = Team Leaders (which can be setup in Genius in the Resource document).

  • This way the Project Leaders are planning within the Genius Planner the (if applicable Generic) Resources for their project - giving workload already in regard to the capacity. When they finished their planning they informed the Team Leaders to check their draft.

  • The Team Leaders are tracking the resource capacity & utilization and planning the resources. They check in the Team Planner the Tasks assigned to their team by the Project Leaders and accept / deny / make a request to change the workload.

  • The final approval in any case has the Project Leader (as he is the responsible of his project). He / She can accept the changes or send it back to the Team Leaders.

  • The whole Team Planner relies this way to a big amount of trust. ONLY IF EVERYBODY (especially the Team Leaders) is working properly with the system (Project Leaders plan with regard to capacity / Team Leaders change only what is necessary and don’t deny everything / Project Leaders accept changes) only then can a company work properly with this tool.

  • Cerri.com only recommends this to companies which have work processes already in the same way. If companies want to introduce this system new, there should be NO OTHER focus for the moment. In a standard implementation this would be Step 4 or 5.

In general Genius offers two different ways to deal with an approval by Workflow.


    • Related Articles

    • Genius Planner, Gantt Chart Overview (v8.xx)

      Geniusproject offers a suite of robust project management tools that allow users to plan quick, small projects not requiring complex charts and features as well as more detailed projects and plans using the Genius Planner Gantt Charting tool. This ...

    • Adding a Resource to Your Team (v8.xx)

      In the event that a Project Manager is already in the process of creating a project plan and they need to replace already selected resources, or simply need to add new ones to their team, they can do so directly from the project plan. To add a ...

    • Validation (v8.xx)

      The Tasks and Assignments generated in the Genius Planner are synchronized with Genius Project. The Team Planner is XML based and doesn’t write back to the Task and Assignment documents, but only to the Genius Planner. If the Project Leader accepts ...

    • Toolbar (v8.xx)

      Toolbar Action Icon Description Shortcut Re ad m od e Ed it m od e Insert Activity Inserts a new task after the last selected item in the Gantt chart. The new task is appended at the end of the item list if no task is selected. It has a default name ...

    • Technical (v8.xx)

      Team Leaders only need “Team Member licences” to edit the Team Planner. If they are also Project Leaders it’s covered by the “Project Leader licences”. If one resource has several Team Leaders Approval system is "One master" (first come first serve). ...