📄️ Your Utilization Board
Gauge staffer performance and productivity with your Utilization Board. This customizable Board shows staffer utilization based on allocated hours, inputted hours, and billable hours for specific projects. See these details based on department and/or various cost centers. It’s an easy-to-access tool that helps you keep on the pulse of your staffers.
📄️ Resource Allocation Editor
Manage existing projects and plan for future ones with the resource allocation editor. This article will explain the data you can enter and the information you can glean from this editor. You’ll learn how to:
📄️ Hotkeys in the Resource Allocation Editor
When adding and editing data into the resource allocation editor, save yourself a few mouse clicks and use hotkeys for easy navigation.
📄️ Understanding Capacity
Use capacity in AulT&E to make sure you’re properly utilizing your most important asset: your staffers. This article will explain what capacity is and how to access it.
📄️ How To Use Capacity
Use reports to gauge whether or not your staffers are over or under capacity. You can use an existing AulT&E report or you can create a custom report to get the capacity information you need. We’ll explain both options in this article.
📄️ Show Capacity on Timesheets
Are you getting the most from your staffers? Use capacity to get the answer to this question.
📄️ Exclude Holidays From Capacity
Admins can specify holidays for their firm. These holidays will be removed from their firm’s capacity.
📄️ What’s the Critical Path?
What are the most important tasks that need done in order to complete a project? Use the Critical Path, an optional Gantt chart feature, to find out. This article explains how the Critical Path works and why it’s useful.
📄️ Why Gantt Charts?
See how all of your tasks for a given project work together with AulT&E’s Gantt chart, a Premier and Projector-level feature. It’s a tool that project managers use to visually gauge project timelines and tasks and prioritize their workload.
📄️ Access and Use Gantt Charts
This article will explain how to access your AulT&E Gantt chart. It’ll also highlight several features to help you get the most from this feature. Let’s get started.
📄️ Your Gantt Chart Toolbar Features
Use the Gantt chart toolbar features for a variety of simple, but important Gantt chart tasks: from printing your chart to activating auto-save to changing your view. Read on to learn more.
📄️ View Projected Fees in the Allocation Editor
AulT&E’s resource planning features help you better allocate tasks to the right staffers and keep within the budget for your projects. One of the perks of resource allocation in AulT&E is the ability to view projected fees for your project tasks. Projected fees are calculated by multiplying your staffer’s allocated hours by their bill rates, and they can tell you exactly how your allocated hours are impacting your fee budgets and projects.
📄️ Add and Edit Subtasks in Gantt Charts
You not only want to see how your subtasks for a given project work together. But you also want the ability to add new subtasks and update existing ones. Easily manage your subtasks with AulT&E’s Gantt chart. This article will show you how.
📄️ Create a Baseline of Your Gantt Chart
Compare the changes you’ve made on your Gantt chart with a previous version, before changes were made. You can do this when you create a baseline, which captures a snapshot of your Gantt chart at a certain moment in time.
📄️ Gantt Chart Auto-Scheduling
Easily shift a task or subtask—and all of its dependencies—in with auto-scheduling. It allows you to see the cascade effect of how changing one task or subtask affects others that are linked to it. This article is all about auto-scheduling: what it is and how to use it.
📄️ Approximate Task End Dates on Your Gantt Chart
Have AulT&E approximate the task end date when you edit a task start date, task assignments, or budgets. This feature is available when Auto Adjust Fields is enabled, which is what this article is all about.
📄️ Use Bulk Actions in Gantt Charts
When you need to make the same change for multiple tasks or subtasks, use Bulk Actions on your Gantt chart. It’ll save you a lot of time and help prevent errors that come along with repetitive data entry. This article will show you how to use this feature.
📄️ Resource Allocation in AulT&E
Take the guesswork out of business planning with resource allocation. This tool will help you manage multiple projects and staffers efficiently and effectively. With resource allocation, you can:
📄️ Create a Time Detail Window for a Staffer on the Utilization Dashboard
See how staffers spend their time on a particular project with the Time Detail window on the Utilization Dashboard, a Premier and Projector-level feature. Hyperlinks for input and billable hours will direct you to this window. Then, customize and use the data on this window to see if you’re getting the most from your staffers.
📄️ Resource Allocation Reports
Use the resource allocation report series to get a high-level view of your staffers’ productivity and the status of your projects over time. By using these reports, you can answer these type of questions:
📄️ Allocate Budgets by Week or Month in Resource Allocation
You decide whether to allocate budgets by week or month in resource allocation. The decision is firm-dependent, since there are benefits to both. Despite your choice, you can run resource allocation reports at both the weekly and monthly level.
📄️ Fixed Fee Revenue Projections
Take the guesswork out of business planning with fixed fee work revenue projections. Fixed fee refers to the amount that’ll be billed to the client for the work you do or the services you provide. Now you can project the revenue you’ll bring in each month based on your fixed fee projects or tasks.
📄️ Hourly Revenue Projections
Get revenue projections based on your staffer’s hourly billing rate. In this article, we’ll show you how to select the hourly revenue projection in resource allocation. Then, we’ll explain how to run a report to get hourly projections for your staffers.
📄️ Why Use The Planning Board?
Successful firms are future-oriented. They plan for projects weeks, even months ahead of time. That means allocating future hours and tasks to the right staffers, ensuring that everyone is working at their capacity and distributing workloads evenly.
📄️ A Tour of the Planning Board
Because it displays so much data, getting started with the Planning Board might feel daunting. But once you understand how it works, it can actually make your resource allocation efforts a lot less complicated. This article will walk you through each piece of the Planning Board so you can begin to use it for your firm.
📄️ Planning Board User Permissions
The ability to access and make edits to the Planning Board is dependent on a specific set of user permissions. Unless a AulT&E user is added to a security group with these permissions, they won’t be able to make any changes to the Planning Board, or view the data contained within it. These permissions can be granted in the USER RIGHTS_** window (MY COMPANY…USER RIGHTS_).
📄️ Charts on the Planning Board
AulT&E’s Planning Board is designed to give you more power over your resource allocation data. It’s more than just a spreadsheet – it’s a visualization tool that can give you deep insight into your resource planning trends at a glance. One of the ways it does this is by arranging your data into two donut charts at the top of your screen. This article will walk you through how those charts work, and what they can tell you about your firm’s approach to allocations.
📄️ Filters on the Planning Board
The Planning Board gives AulT&E users full visibility into their staffers’ future allocations and capacity so they can make smarter resource planning decisions. AulT&E’s Planning Board comes equipped with a variety of filters that you can use to sort and parse out the most useful data for your firm. These filters are located in a sidebar to the left side of your screen.
📄️ Grouping on the Planning Board
To help you get the most out of your data, AulT&E gives users a variety of ways to customize their Planning Boards. In addition to your sidebar filters, you’ll also have some grouping options for further organizing and configuring your Planning Board view. These options can be found in the top right corner of your screen, next to the _EXPORT TO PDF_ button.
📄️ FAQ: The Planning Board
- How do I get to the Planning Board?