Possibility to divide project into areas/streams and to book resources within those
For big projects, that contains few modules/areas/streams it would be great to have an option to somehow divide it into groups. Then it should be possible to create bookings within this project within particular group. E.g. I have a project, where I need 5 people for module no 1, 7 people for module no 2 and 3 people for module no 3. This is one project, with one timeline and one PM. Currently all those 15 people are mixed - I would like to see them grouped per module.
we have something like this already in the backlog and will start to finalize the UX and implementation so it is inline with other features. Happy to say it is on the way and moving.
No ETA at the moment as it's still on the backlog. Hopefully, we will see some movement for this in Q2. We'll be sure to let you know and keep you posted on any further developments.
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Sarah Kalmbach commented
Do you have an ETA on this?
We are doing something similar but using the Unassigned work feature to do this. We create different streams as unassigned categories.
then we add these to each project when creating them. That way we can schedule bookings in the demand categories and the supply are our teams. 1 step further we have groups which already represent each of these departments.
e.g. UX Group
Within the UX resource group we add the UX Unassigned category to that group as well. So when I want to schedule the UX demand I have all the UX people in 1 group and all the UX Project demand bookings and that way can schedule more clearly.
You can't add "budgets" to an unassigned category as they seem to be more generic than that and handle the supply and demand flow well.
not sure if this helps anyone.
I've heard from some users that they would use this to group by discipline e.g. creative, digital, account etc. For a big project with a lot of resources, that would help a lot. They also want to be able to indicate the budget at that level too
How do you create and assign some key milestone events/activity/ task in the project that may require addition effort and budget
Antoine Vermeesch commented
if you split in multiple projects you don't have acces to the financial result of your project
How are you solving this now? Here is how we do it with current functionality.
1. I create a Project Group or Sub Group and I call that the Name of the Project. e.g. Apple
2. Then I create projects to go into this group which essentially make up the different modules/areas/streams you are talking about and I name them appropriately. e.g.
Apple - Design
Apple - Research
Apple - Development
3. This now gives me a group with 3 projects, but I can view all at once via the "Group Schedule" of the project group "Apple" I can also now apply a different budget to each the streams and also track them.
Not sure if that helps, but this is how we approach this when we need to split it up.
Very good idea - this option will definitely improve the planning and resource management proces.
I think that it could be interesting feature
Good idea, very helpful!