The feature "Sales probabilities in resource planning" adds weighted utilization graphs to your Vertec resource planning. This allows project phases to be marked with probability values, making planning more realistic and forward-looking. This gives organizations a more accurate estimate of future utilization and allows them to optimally manage their resources.
Planning uncertainties can be better taken into account, because resource utilization is not only based on fixed project assumptions. Manager and project leaders get a more realistic overview of future utilization and can identify bottlenecks or overcapacity at an early stage.
Consideration of sales probabilities in resource planning
Three new utilization graphs for better planning overview
How it works
Creates the field “Probability” and sets the system setting for new project phases to “Offer” by default
Optimal interaction with the feature "root folder sales", as both features support the same workflow
Three special utilization overviews are available
Utilization graphs
Phases weighted
The planned values of the project phases are multiplied by the specified probability. This results in a weighted representation that takes into account the uncertainty of offers.
Offer/Sell
Utilization is broken down by status
Offer/Sell weighted
This view combines the status breakdown with the weighting by probabilities. Here, too, planned values are multiplied by the stored probability.
Yes, in Vertec you can use the feature opportunities on contact/company or project/project phase level to create and evaluate sales phases with amount, probability and date.
Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.
Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?
And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?
Plan your resources in the best possible way
With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.
