Resource Planning Overview
Resource Planning lets you assign workers and equipment to projects across your company. It works in two modes:
1. Weekly Planning (3WLA)
Superintendents and managers assign resources for the next 3 weeks directly on the 3-Week Look-Ahead Gantt chart. This is where 80%+ of allocation happens.
2. Daily Exceptions
Foremen handle day-of deviations — absences, releases, and trade requests — through Solo Entry on mobile.
Key Features
- Dispatch Board — Company-wide Gantt view of all assignments across projects
- Conflict Detection — Automatic alerts when a worker or machine is double-booked
- Crew Confirmation — Foremen confirm tomorrow's crew from their phone
- Exception Handling — Report absences, release workers, request replacements
- Notifications — Workers receive email/SMS when assigned (if enabled)
- Auto-Prefill — Solo Entry auto-fills project, activity code, and hours from assignments
Principle: Plan in 3WLA, confirm daily, handle exceptions only when needed.