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Step 2: create resources
Updated over a week ago

Resources are the executors of your planning. Resources can be your employees, machines and/or cell. You link resources to stages in the planboard. This way you know exactly which resource is available in which stage. Because a resource has a schedule, the resource's hours are linked to the stage in the planboard. The total availability of resources on a stage in a day is called the capacity.

Because vPlan knows employees, machines and cells as types of resources, it is therefore possible to link three types of capacity to a stage. In this way, employee, machine and cell can all work in one stage, each with its own capacity.

You can add a new resource quickly and easily. Go to Settings in the left menu bar of vPlan and then click on Resources under the heading settings. In this menu you will see two options, resources and groups.

Resources

Behind resources you see the plus sign (+) to add new resources. Give the resource a name, possibly a description and select a type. In addition, indicate a possible start date. You enter the end date when the resource is no longer available from that date. Here you can also indicate the schedule of the resource. Enter how many hours per weekday the resource is available that day. Click on Save to add the resource permanently.

Groups

To add a new group, click on the plus sign behind groups. Now you will be taken to the page where you can fill in the details. Give the group a name and click Add resource to link resources to a group. It is possible that resources are linked to multiple groups. Select the resources you want to add to this group. When you have selected all resources, click close. To unlink a resource, move the cursor to the avatar of the resource. A cross icon appears. Click on the cross icon to unlink the resource. To add a group, click the Save button.

In the resource view in the planboard, it is possible to filter by created groups. We also have a special group view where you can sort the timeline or list view by the groups.

Tip

In the article Resources you can read all about sorting and filtering by groups.

Now that we have created the activities and resources, we can start creating the planboard.

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