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Planning

 

PLANNED SCHEDULE

Planning enables to allocate a contract planned achievement on a time basis (day, week, month, quarter, year) in order to identify workforce requirements. It helps you analyze the company workload rate in the coming weeks and months. The concept of this tool is based on a comprehensive integration of the information. Planned hours are not entered but just allocated for each contract.

 

RESOURCE ASSIGNMENT OVER CONTRACT

The planning tool provided by NaviOne replaces the Excel sheet which was often produced during weekly meetings. It allows assigning by name resources available per contract according to their skills, their availability and thus forecasting potential needs for external workforce. This planning helps the company get a relevant follow up of workforce requirements and forecast work orders.

 

INTEGRATION WITH MICROSOFT OUTLOOK®

NaviOne offers a complete integration of the planning with Outlook agendas. Appointments created in Outlook, on a PDA or in the ERP are immediately synchronized. This planning can also be used for time reporting purposes. Thus, an employee who does not enter timesheets can check his/her agenda at the end of the week and automatically report the times he/she spent on contracts.

 

BILLING CONTROL

Planning can also help to invoice time and material services and to reduce potential omissions. Each scheduled task can also be linked to the quotation or to the related order.

 


 

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