Resources
What are Resources in planeus?
In planeus, Resources are anything you need to complete a job — like employees, machines, or tools.
What are Resource Groups in planeus?
Every resource belongs to one or more Resource Groups.
A Resource Group is a way to organize similar resources together, such as:
- A group of machines with the same capabilities
- A group of employees with the same skills
You can manage Resource Groups under Configuration.
Assigning Capacity Plans to Resources
Each resource can have one or more Capacity Plan assigned. Capacity Plans define when a resource is available to work.
- You’ll set up Capacity Plans under Configuration.
- You can assign a Capacity Plan to a resource for a specific time range.
- If the “Valid Until” field is left empty, the plan applies indefinitely.
Recurring Capacity Plans
planeus supports recurring capacity plan.
Here’s how it works:
- Enable the Recurring Capacity Plan option.
- Assign different weeks with different schedules.
Example: Between March 1, 2025, and June 30, 2025:
- Week 1 = Early shift
- Week 2 = Late shift
This pattern of Early-Late Shift will repeat throughout the time period.
Multi-Assignable Resources
You can mark a machine as a Multi-Assignable Resource. This means the planning algorithm can assign multiple tasks to that machine at the same time.
Here’s how it works:
- Enable the Allow Multi-Assign option.
- Use the field “Max. number of multiple work steps” to set a limit.
- You can also leave it blank for unlimited simultaneous tasks.
When a resource is set to be multi-assignable, planeus will not show conflict for overlapping assignments, even if the tasks are assigned manually or automatically.
Allow Feedback
When you enable "Feedback” for a Resource, it will be visible in the Workbench for reporting progress or updates.
This setting will not affect conflict detection in planning.
Frozen Zone
The Frozen Zone helps you lock in your plans from a certain point forward.
- Inside the Frozen Zone, you can’t move or change Work Steps.
- You also can’t drag new Work Steps into the Frozen Zone.
Each resource has its own Frozen Zone settings.
What is the blue shaded area in the Gantt chart?
A blue shaded area in Gantt chart means that this time range have became a Frozen Zone.
If any part of a Work Step falls inside the Frozen Zone, it becomes fixed and can’t be changed — unless you have special user permissions.
To move or edit tasks within the Frozen Zone, you’ll need specific user rights. More about User Rights.
Duplicating Resources
You can duplicate an existing Resource to quickly create a similar resource.
- All data from the original Resource is copied as a starting point.
- Before saving, you just need to give your new resource a unique name.
planeus gives you powerful ways to manage all kinds of resources — making sure the right people, machines, and tools are always planned where they’re needed.