People
People in the left-side navigation has several important views for managing workspace Members, Resources and Placeholders. This is where Org Admins and Workspace Managers go to send workspace invitations, manage groups, monitor availability and time-off. Timesheet Reviewers come her to review and export Timesheets.
1 | Member, Resource & Placeholder Profiles |
Profiles is the first view under People. This is where workspace Members, Resources and Placeholders are listed and where new ones are created. Everyone is represented by an informational tile with tags identifying Organization Administrators and Workspace Managers.
Members are Licensed Users who access the workspace to update and manage their tasks.
Resources do not access the workspace. They are used to schedule and track work for people outside your workspace, or to represent machine resources. With every User License purchased, two Resources are included for modeling (e.g., a workspace with 10 paid Members has 20 Resources alloted).
Placeholders don’t access the workspace either. Use them to set up tasks that will be assigned to other Members or Resources later. They are free, and you can add as many as you need. Work assigned to Placeholders can’t be scheduled or tracked.
Clicking on a Member or Resource opens a view where you can see assigned work, availability and profile information. Clicking on a Placeholder opens their Profile View. Learn more in the lessons about Members, Resources and Placeholders.
2 | Invite Members, create Resources and Placeholders |
When all your people, resources and work are in one place you can rely on LiquidPlanner to optimize the schedule based on your priorities and constraints. Profiles is where Organization Administrators and Workspace Managers create the Members, Resources and Placeholders responsible for getting everything done.
+Member opens the workspace invitation where you enter their email address.
+Resource opens the Add Resource page where you enter a name and choose the avatar color.
+Placeholder opens the Add Placeholder page where you enter a name and choose the avatar color.
3 | Workspace Availability Summary & Time Off |
Availability is integral to Predictive Scheduling and maintaining a Balanced Workload. Working Times and Time Off rules ensure that work only schedules when people are available to do it.
Raw Availability Summary displays Member and Resource availability over the next 60 days for everyone in the Workspace. Working Times indicators are blue and Time Off indicators are gray. Hover over the indicators to see the date and hours available per day. Click on someone’s name to view their Workload. Jump to their Availability rules using the link next to their name.
4 | Premium Features: Groups, Timesheet Review & Export |
People is the home for three Premium Features, Groups, Review Timesheets and Export Timesheets.
Groups are available on the ULTIMATE Plan. They’re used for Workspace Access Controls, Dashboards and other insights. Members can belong to multiple Groups.
Timesheet Review and Export are included on PROFESSIONAL and ULTIMATE Plans.