How can you get an overview of your projects and resources?

For any project manager, having a clear and precise overview of your resources and projects is essential. Teambook, with its advanced features, provides this clarity and simplifies resource management.

In this article, we’ll explore how to use Teambook to get a complete and efficient overview of your projects and teams.

1. Comprehensive data presentation

Teambook stands out for its ability to present data in a way that is both synthetic and comprehensive. Whether for projects or users, the interface provides intuitive visual cues. User tags and remaining project time budgets are clearly displayed, facilitating rapid, informed decision-making.

2. List customization and export

Flexibility is one of Teambook’s major assets. You can customize the items displayed in lists, and sort data with a click on columns. This customization extends to data export, which can be easily converted into spreadsheet format for further analysis or presentation.

3. Overview of the planning screen

Teambook’s planning screen is a powerful tool for visualizing team members’ occupations on different time scales, from a few days to several months. The settings function lets you switch between different views, and the screen density can be adjusted to display a large number of resources simultaneously.

4. Use of targeted filters

To refine your overview, Teambook offers targeted filters. These filters let you instantly zoom in on specific projects, tags, or particular teams, making resource management more efficient and targeted.

5. View by user and project

Teambook offers flexibility in data visualization. A simple click lets you switch from a user-centric view to a project-centric view. The latter can also be grouped by customer, offering a different and valuable perspective for planning and resource allocation.

6. Medium-term capacity management

For medium-term planning, Teambook’s capacity management module is invaluable. It presents a 6-month to 2-year view of your resources and projects, color-coded to easily identify periods of under- or over-capacity.

Conclusion

Teambook is more than just a resource planning and scheduling software; it’s a complete solution that offers unbeatable visibility and flexibility in project and team management.

By following these steps, you can maximize the effectiveness of your planning and ensure the success of your projects. Try Teambook today to transform your resource management. It’s free for up to 10 projects.