Members

Manage Your Team with the Members Feature
The "Members" feature in TimePlanner gives you a clear overview of all team members, making it easy for managers to oversee availability, roles, and workload. It's a key tool for optimizing resource deployment across projects.

To access it, go to the Resources tab → then click on Members.

Resource Management in Table View

Switch to the Table View using the icon in the top-right corner to get a detailed snapshot of your team. This view displays key information at a glance—like job titles, availability status, time zones, skills, and teams—helping you manage resources more effectively.

Refine Your View with Filters
Users can easily narrow down the Table View by applying filters, such as job title, years of experience, department, and other key attributes, making it simple to find exactly who or what you need at a glance.

→ To view more details about a specific member, click directly on the member’s name.

Explore the Detailed View of a Member

Clicking into a member’s profile opens a full-screen view packed with valuable insights across multiple categories:

Approvers: Get a real-time snapshot of the member’s availability, ongoing tasks, and overall contributions to active projects.
Profile: Access comprehensive personal and professional details—including roles, skills, experience, and other key attributes that highlight the member’s strengths.

If you are a user with the required permissions, edit a profile by clicking on the “Edit Profile” button.

Note that some fields may require 'Field Data', which is metadata created by an Admin.

Rate and Capacity

If you are an App Admin or Billing/Cost Admin, you have additional functionalities. You can 'Rate' the resource and adjust its 'Resource Capacity'.

Rate: This section enables you to assign rates to resources, reflecting their value or cost per unit of work. To rate a resource, find the 'Rate' Tab > "Add New" Button > Fill Rate > Click "Add new"

Capacity: This section allows for the adjustment of a resource's capacity to undertake tasks or projects, ensuring optimal workload distribution.
To adjust a resource's capacity, find the 'Capacity' section. Here, you can input the resource's capacity to take on tasks or projects.

Additional Functionalities at Your Fingertips

Holiday: View scheduled holidays, breaks, and non-working days. Admins can also add holidays specific to a resource.
Leave: Track and manage leave requests and approvals, ensuring smooth planning and coverage.
Report: Generate detailed reports on performance, time allocation, and key metrics to support informed decision-making.