Managing Resources in Monday.com | Resource Management and Capacity Planning | Board Configuration
Barb Groff from Echolocity discusses managing resources within the Monday.com software platform in a recent presentation. We highlight the importance of building boards with common columns such as people, status, and due date to maintain consistency across projects. We demonstrate creating boards and setting up dashboards to consolidate information from multiple boards, which allows for effective resource management. By integrating widgets like workload and battery indicators, teams can visualize task distribution and monitor project progress efficiently.
We further explores advanced features like effort and capacity management, emphasizing the ability to customize and balance workload among team members. She illustrates how to set capacity limits and measure effort, ensuring that team members are not overburdened. The use of percentage and number views in workload charts provides flexible monitoring options. Additionally, the fiscal year setting and group selection features enhance the customization of reports. In conclusion, we invite companies to seek Echolocity's expertise in optimizing their Monday.com workflows and dashboards.
Key steps include:
1. Building Boards: Create boards A and B with common columns for people, status, and due dates.
2. Setting Up Dashboards: Connect multiple boards to a resource management dashboard and add relevant widgets.
3. Configuring Workload Widgets: Add a workload widget and configure it by selecting time columns and resource types from connected boards.
4. Effort and Capacity Management: Use features to measure effort and capacity, either by splitting or summing tasks among team members. Customize weekly capacity to avoid overloading staff.
5. View Settings: Customize views by numbers or percentages, and color-code by boards or groups.
6. Customizing Fiscal Year: Adjust settings based on fiscal year start dates and include relevant groups in capacity planning.
Chapters
0:00 Introduction
2:03 Creating a Resource Management Dashboard
3:23 Effort and Capacity Planning
6:04 Customizing Weekly Capacity
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