Overview of Using the Business Planning Function

Overview

This section explains the steps for using the business planning function for first-time users.

Opening the Project Planning Screen

To use the project planning function, you need the "Use Staffing Planning" permission in the TimeTracker RX system role.
If you have the permission, select "Project Planning" from the menu displayed in the upper right corner of the screen.

If "Project Planning" is not displayed, the following factors may be the cause:

• You have not set a license key with the "Staffing Planning" option enabled.
  System administrators should set the license key following the procedure for "Enabling Functions in TimeTracker RX".
• You do not have permission to access "Project Planning".
  Please assign a system role with project management permission enabled.
  For information on configuring system roles, please refer to "Managing System Roles".
  

After switching to the business plan screen, please open the target business using one of the following methods:

• Open the business from the annual plan.
• Open from the business list (Figure ① below).
  • ②, ③, ④: You can narrow down the business to be displayed.
  • ⑤: You can change the items displayed in the list. Click ⑥ to display/sort.

To return to the TimeTracker RX project management screen, click the red box in the figure below.

Flow of Using the Business Plan

Structure of Data Related to the Business Plan

The business plan has the following structure:

• Annual Plan

  • An annual plan generally refers to a specific action plan regarding business operations for one year.
    It is created based on the medium-term plan and defines the specific activities, budget, and responsible persons necessary to achieve the goals for that year.
  • Defines the members to be assigned to the tasks and custom fields.

• Task Group

  • Defines groups to group tasks and is used from the following perspectives:
    • Narrows down the tasks and staffing plans to be displayed.
    • Compares with planned and actual man-hours registered in TimeTracker.

• Task

  • Sets the values ​​of the custom fields defined in the annual plan and is used for aggregation and filtering.
  • Develops staffing plans for the members assigned to the annual plan.

As shown in the diagram below, the functionality is implemented in relation to system settings and project management data.

Steps for Business Planning and Operation

Please use the business planning function in the following steps.

Step	Implementer	Implementation Content	Details
1	System Administrator	Create the business planning framework	Define the following using the procedure in "System Administrator Settings". - Annual plan - Custom fields
2	Annual plan administrator	Define the details of the annual plan	Define the annual plan.
3	Business administrator	Define the business	Define the business.
4	Project manager	Develop a staffing plan	-Develop a staffing plan. - Check the staffing plan at the group level. - Export the data as a CSV file if necessary.
5	Annual Plan Administrator	Save milestone plans such as plan fixes	Add a baseline.
6	Project Manager	Create projects based on the staffing plan	Relate with projects.
7	Project Manager	Update the staffing plan	-Check the difference with the project plan. - Draft a staffing plan. - Compare with past data using the baseline.