The resource allocation view in Vanillaplan is used to check the allocation of resources, to schedule temporary employees and to organise the start date of new employees as well as the departure of former employees.
The first part of the video is about checking the allocation of resources - in case they have at some point been allocated incorrectly. To do this, click in one of the fields of the resource concerned and a list of all allocations appears at the bottom of the event window that opens.
The next part of the video shows the allocation of temporary employees. Simply drag the cursor over the period you want; alternatively you can also enter the dates in the event window. In addition, you can select the department you want.
When creating new resources you have to enter the allocation. To do this, select the first working day as the start date and simply click the X as the end date. The resource is now allocated to this department until further notice and appears in all planning views.
When an employee leaves, select the last working day and click the X at the start date. Clicking the later allocation and then delete removes it. The pop-up window that follows in the video shows assignments that are no longer allocated after the deletion. Replacements may need to be arranged for these projects.
