R2, Labour Planning (v5)

& SCGLApplication, Use, Features

2:15 pm– 3:30 pm

Presenter:Reece Harrison

(Staging Connections Group Limited)

Session Overview

• SCGL requirements

• Data structure

• Program layout and features

• Daily use

• Planning and forecasts

• Resource communications

SCGL requirements

• Replacement to current scheduling solutions –– Manual– Excel– Other vendor’s product (no integration

to systems, standalone)• Skill matching, semi to full automation• Information flow to Sales Cycle and

Resources• Scalability but flexible to suit individual

user

Data Structure

• Configuration of resources– Usual details– Level– Home Base (allowed sites)– Resource Type

• People• Rooms• Vehicles

– Positions– Other

• Log in (Calendar access)• Manager details

Data Structure

• Configuration of Day Views– Customisable Date Ranges for

filters• Themes and User Searches (views)

– Define layout of the Labour Schedule

– Save the layout as System or Personal

• All objects securable by R2 Security groups– Includes the Themes and Searches

Program layout and features

• Two primary screens

– Labour Orders (list /grid view)

– Labour Schedule (graphical /drag & drop view)

• Resource Rolodex

• Email Viewer

• Communicate

• Reports

Daily use• Working with the Labour Orders screen

– Filter to focus– Save for daily process– A/R flag

• Investigate and amend the order– Review, amend and modify resourcing– View the R2 order

• Resource the order– Skill matching, availability– Flow back to R2 order– Communicate & Confirm

Daily use• Labour Schedule – drag and drop

approach– Select what you see, or see all– Themes and Saved Filters/Searches– Tool Tips (fly over)

• Top Pane, the booking bars– Show R2 Order– Resource requirements, filter to action

areas• Bottom Pane, the resource assignments

– Communicate & confirm– Make drag and drop changes– Stand alone bookings

Planning and forecasts

• Using the views to plan ahead, predict resourcing peaks

• Reports• Looking across other sites - the

global share

Resource communications• Communicate

• Email viewer

• Import/export

• Crew Roster stand alone application

• Call sheet

• Not available time entry

Questions