Team Planner
Workflow Settings (Serial) (v8.xx)
General Overview: STATUS 1 (Draft): General: Responsible Resources: Author/Project leader Next Status: To Proof Security Settings: Action: Run a formula @SetField("ReviewType"; ""); @SetField("ReviewStatus"; "") STATUS 2 (To proof): General: ...
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). ...
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 ...
Serial Workflow (v8.xx)
Within the serial Workflow the Project Leader plans the resources with Workload. Then they change the status in “To proof”. It is now possible for the Team Leaders to work on the Team Planner and accept / deny the planning. When they are done, it ...
Parallel Workflow (v8.xx)
The advantage of the parallel Workflow is the possibility that Project Leaders and Team Leaders can work parallel on the Team planner and Genius Planner in the review phase. Project Leaders plan the resources in “Draft”. When they finished, they set ...
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 ...