When using resources in vPlan, you can also set a schedule for those resources. This indicates the number of hours per day the resource is available and on which days.
The schedule serves as a baseline for vPlan, but in practice, you cannot always rely on a standard setting. vPlan allows you to flexibly manage the hours and availability of your resources. In this article, we'll explain several tips & tricks for adjusting the capacity of your planning.
Note
Adjusting your capacity always occurs in vPlan's calendar view.
Adjusting resource hours on a specific day
Employees working late or a machine undergoing maintenance for a few hours? You can easily adjust the capacity of your resources in vPlan's calendar.
Go to vPlan's calendar view
Make sure your resources are visible on the board. If you don't see your resources, press the R key to show them
Click on the resource icon for which you want to adjust the capacity on the day you want to make the adjustment
Adjust the hours in the input field. The input is saved immediately, and you'll see the capacity calculation reflect the change instantly
Moving a resource to another day
Need a colleague to swap their part-time day to help you out? Easily manage this in your planning by moving the capacity.
Go to vPlan's calendar view
Make sure your resources are visible on the board. If you don't see your resources, press the R key to show them
Drag the icon of the relevant resource to the day you want to move it to and place it among the other resources:
Moving a resource to another stage
If you have flexible resources that can be used in multiple stages of your process, you can easily adjust this in your planning.
Note
Whether a resource can be moved to another stage depends on how your board is configured. The resource must be linked to the stage. You can learn how to link a resource to a stage here: Adding a new resource to your board.
If the resource's involvement in the stage is occasional, you can link the resource to the stage for 0%. For example, if you have an employee who mainly works in the production stage but can occasionally assist in the assembly stage:
Go to vPlan's calendar view.
Click on the puzzle piece in the top right corner to view it from the stage overview:
Make sure your resources are visible on the board. If you don't see your resources, press the R key to show them
Drag the resource icon to another stage and the day when the resource needs to be used there:
Reporting a resource as 'Absent'
A machine needs maintenance, or a colleague is entitled to leave. You can easily register this in vPlan. A separate help article is available for this, which you can find here.