Features & Functions

The resource planning software for efficient booking of teams

Gather all your necessary data in one functional and clear solution.

Project planning

Allocation of teams and competences

Profiles

Structured master data

Create profiles in Orbit and structure competencies, certifications, and detailed master data for each employee. You also have the option to manage permissions at both individual and group levels. Import data from the HR system for optimal data flow.

Autoassign

Let your data do the work

The auto-assign feature uses data from the project template to provide an initial overview of the occupancy rates for the professional groups required in the project.

Planning

Assemble your project team

You can build your project team by filtering based on professional fields that match the requirements of the specific task and prioritising according to the current occupancy rate.

Overview

Anticipate future resource availability

The total resources listed in the resource overview are divided into booked and available resources, organised by project type. This provides a clear overview of how many production resources you have available and how many resources you expect to need for sales projects in the future.

"Orbit's resource planning is developed with a focus on flexibility and practicality. With our solution, you get an up-to-date and clear overview that saves time and makes project management less administrative."
René Dalsgaard
CEO at Orbit Online A/S

Project execution

Proactive resource allocation

To-do list

Context for reallocation

Reallocate your resources directly from your to-do list and keep track of whether the new employee is available for the task. Orbit ensures that only the right people with the right skills and time are proposed for the job.

Source of workload

Resource planning within projects

It is possible to see exactly which task and project the workload originates from on the individual allocation. There is a link directly to the task and project that contains a range of data, which makes it easier to determine whether the task can be moved or assigned to another employee.

Reporting

Ongoing status of executing resources

Obtain comprehensive reports for phases, activities and tasks. These reports provide an overview of available capacity, organised by disciplines/departments' total number of activities, tasks, base estimates and registered hours. This offers the project manager a detailed overview, which is essential for ensuring timely project delivery.

Even more features for your resource planning

- Display of blocked days
  Blocked days, such as national holidays, can be created globally for the entire organisation or specifically for individual countries or organisational units. They appear in the context of person and group scheduling, helping to avoid scheduling conflicts and ensuring that important dates and holidays are not overlooked during resource allocation.
- Resource planning by project
  You can choose how resource planning is handled for each project. This can be done automatically, with plans calculated based on task estimates and timelines, or manually.
- Group scheduling
  Provides a complete overview of tasks requiring specific skills that have not yet been assigned to specific employees. This overview can be used either to balance resource demand in sales projects where task assignments are still undecided or as a tool to ensure that all tasks are allocated and completed.
- Overlapping tasks
  The system issues alerts when an employee is assigned tasks from different projects that overlap geographically. This helps to avoid logistical challenges and ensures more efficient resource allocation.
- Resource plan allocation
  You can assign projects directly from the resource plan, reducing the number of clicks when adding employees to new projects. Instead of linking an employee to a project, the project can now be assigned directly to the employee in their individual resource plan.
- Filtering in people planning
  Tasks can be filtered by project type, allowing specific types of tasks, such as production tasks, to be scheduled for each individual. This improves overview and workflow by focusing on relevant customer-facing tasks.
- Customised Gantt dashboard
  Create and save your own Gantt dashboard to focus on the professional groups, projects, or skills that are relevant to you.