How to Work with Competence Planning by Teams and Trackers

Introduction

This guide explains how to use competence planning in Global Resource Management. By filtering users by team and tasks by tracker, you can better assign work based on specialization and workload capacity.

Target Audience

User

Prerequisites

Access to Global Resource Management
Existing teams defined in the system
Tasks with assigned trackers (e.g., Development, Support)

Competence Planning Process

Step 1: Open Global Resource Management

Go to Global menu >> Resource Management
Make sure the Week view is selected for best clarity
Teams (like “Devel team”, “Consulting”, “IT experts”) appear as collapsible rows in the user list

Step 2: Apply Team and Tracker Filters

Click Filters in the top-right corner of Global Resource Management
Click "Add filter" to create a new filter
Choose a filter type, such as:
- Team – to show only members of selected teams
- Tracker – to focus on specific task types (e.g., Development, Support)
Define the filter details (e.g., which team or tracker you want to display)
All currently active filters will be shown directly below the Filters menu when expanded

You can also save filters and mark them as "Show in heading". These saved filters will appear as quick-access buttons like Consultants, Developers, or My tasks. The example shown in the image is based on demo data — filters and teams in your system may vary.

Step 3: Analyze Team Load

Each team or user row shows task allocations with colored bars:

Pink – User is overloaded
Light blue – No tasks assigned
Beige – Free capacity
Green – Optimal workload
Orange – Reserved time block

These indicators help you see which users are overloaded or underutilized.

Step 4: Reassign and Plan Based on Availability

Drag and drop tasks to teammates with available time
Shift tasks to other days by dragging them along the timeline
Edit daily hour values directly for custom distribution

Step 5: Combine with Other Filters (Optional)

You can refine the timeline by applying additional filters:

Project – focus on one or more projects
Role – limit to users with specific responsibilities
User – focus on individual workloads

Conclusion

Competence planning helps distribute tasks based on team structure and specialization. Using team and tracker filters in Resource Management gives you a focused view to manage capacity and assignments effectively.

📌 Note: Most actions described in this article can also be performed in the project-level Resource Management. To access it, go to a specific project and click the "Resource Management" tab. The functionality is almost identical, but it will only display and apply to tasks and users related to that specific project.