This overview guide is designed to show you all aspects relating to a Resource Manager in Workamajig. From Training sessions, Detailed Guides and Workflows, to Videos.
- Staff Schedule
This page is essential to see forecast how busy your resources will be. Are you users over-worked? Is there another user you can reassign work to? What work is coming up that is not yet assigned to a user? It can be used at a very high level to see allocated hours remaining overall, or can let you see the breakdown of assignments by day. Plus the users own calendar events can play a role in determining the availability of that resource. Which can help with planning schedules.
- Traffic Calendar
This powerful report can be used in a variety of ways and purposes. Ultimately the goal with the Traffic Calendar is to hone in on all active schedules and tasks by using the search options to filter out the noise, and see what is important. Like all open tasks that are due today (or overdue) but not yet done. From there you can take that information to help make decisions with.
- Assignment Management
This screen is quite unique, as its a way to be more agile with your schedules and in how you can monitor and assign tasks. The biggest benefit of this screen, is that you can then make your creatives have a matching view on their side by way of enabling the Tile View. Additionally you can create custom statuses of each assignment based on the users security group.
- Assignments View *
This tried but true report has stood strong over the years, as it is a straight forward report of active task assignments. Yet it allows for some customizing of the view itself and has the functionality to reassign work or complete multiple assignments at once. * This report is located in the Views from the Toolbar.
Please keep in mind that this is not all the pages a Resource Manager may use. You may also want to check out the Project Manager Overview and Everyone pages as well.
If your role is that of a Resource Manager, Traffic Manager, or similar, then the Training Sessions listed here are the sessions you will want to be a part of during your companies implementation of the Workamajig application. If your company has already implemented Workamajig and you are here to find out more info, then you can refer to these training sessions as a reference of where the implantation began.
Depending on how involved you are in the decision making process and control of your process/workflow. Its great to be on this first discussion with your Workamajig Account Manager to let them know of your Resourcing related needs prior to getting into the nitty-gritty of training.
- Initial Setup
This training will not only provides the basics of navigation, but can then dig into some of the system setup. As this is where the controls of the system are that can be tweaked to suit your workflow needs.
- Project Templates
Now this is where your Resource Managers will get the most benefit to offer input in the system, so this is the training not to miss. Where the Workamajig "Way" is to create projects from a template that has all the necessary components ready to copy from.
- Project Intake
This is also a must attend for any Resource Manager, as it continues the workflow process where we copy from a Template to then start a new Project. After which we can adjust from there to meet the needs of that particular project. Keep in mind that a project can also be created from a Project Request (typically for In-house users) or from an Opportunity (that can also start from a Template).
- Assignments and Resourcing
This is where we get into the finer details for a Resource Manager. Now some clients have their Project Managers acting as Resource Managers for their department or list of clientele, if that's the case, they need to be on this call too. We will also discuss your Project Management Workflow that can play a vital role in getting the most out of what Workamajig offers beyond the typical task list of assignments to complete.
This section contains a list of the Resource Manager specific related videos.
- Overview for Resource Managers (Video)
- Staff Schedule (Video)
- Active Projects (Video)
- Project Creation (Video)
- Project Schedule (Video)
- Past Webinars
- Project Dashboard
Shows you all the points of interest within an open project.
- New Project
Step by step guide on how to create a new project in the system.
- Project Schedule Overview
An overview of the project schedule with detailed sub pages that go into the minutia of the schedule features.
- Campaigns Overview
An overview of Campaigns with detailed sub guides on how to create and manage Campaigns in the system.
- Project Management Workflows in Workamajig
This is a must read to gain more understanding of what Workamajig has to offer than the traditional styles of project management. It discusses the use of the system when following an Agile or Kanban style of workflow.
- Managing Schedules in Workamajig
This guide is great as it discusses the more traditional ways of managing schedules in the system.