Salesforce Resource Allocation and Management
Tired of juggling ten different spreadsheets or tools to manage resources? Having one holistic view of your allocated resources, skill sets, and availability is easy with CalendarAnything.
Say goodbye to overwhelm with customized views of your data that suits your needs. Choose timelines, information displayed, and more with a custom mix of variables tailored directly to your team.
Managing projects just got a lot easier. Get to know CalendarAnything.
Whether you’re managing a team of six or sixty, resource managers have plenty on their plate. With CalendarAnything, it’s easy to visualize resources and projects over time.
Quick filters help you drill down to specific geographic locations, roles, and even skillset so you can easily find the right person. Conduct resource planning in real-time with an easy drag-and-drop interface. Use color coding to differentiate between billable and non-billable assignments, or other criteria. (Hint: it’s how we manage our consulting teams here at Silverline for our clients!)
Expand each section to identify the exact number of hours per week allocated for that resource. View PTO along with scheduled work so timelines stay on track and on budget. Never worry about workloads again.
Common challenges a hiring manager runs into is a) knowing which projects are closing soon and b) hiring resources “just-in-time” to fill project roles when no internal resources are available.
With CalendarAnything, you can prepare staffing and shift needs without worrying over filling the gaps. Visualize resource scheduling requests for projects closing in the next six months. Use color coding based on the probability that the project will close and group by the role of the resources that need to be hired.
These are just some of the calendar views that can be used for resource management. With CalendarAnything, the possibilities are limitless. You can visualize any custom or standard field in CalendarAnything as long as that data is housed within Salesforce.
Download CalendarAnything on the Salesforce AppExchange.