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Resource Planning Project by JET BI. Capacity Solution Release

Capacity Project Resource Planning is a Salesforce Platform application intended to assist managers in generating new projects, determining project roles, and scheduling available employees to participate in these endeavors

Published by jetbi
13 July 2023
Salesforce

Project description 

Capacity Project Resource Planning is a Salesforce Platform application intended to assist managers in generating new projects, determining project roles, and scheduling available employees to participate in these endeavors. The application facilitates the selection of employees based on their project roles, professional expertise, and skill sets.

 

Goals and tasks 

The main purpose of the application is to empower managers to efficiently create and manage new projects. The application aims to streamline the process of assigning project roles and booking appropriate employees for these projects. Benefits of using the Capacity Project Resource Planning tool:

  • Creating project opportunities;
  • Initiating new projects;
  • Establishing project roles;
  • Defining deadlines and monitoring resources for projects;
  • Assigning tasks to employees based on their roles and levels;
  • Modifying project details and employee assignments;
  • Removing employee bookings.

 

Project scope 

The following set of tasks must be implemented:

  • Creating opportunities with the ability to set Opportunity Name, Account Name, Close Date, and Stage.
  • Creating projects with options to set Project Name, Project Status, Description, Customer Name, Project Start Date, and Project Finish Date.
  • Establishing project roles for each project, including Total Hours, Start Date, End Date, Level, and Project Role.
  • Providing a concise overview of all projects in "planned" status on a single page for easy analysis.
  • Displaying download status lines for each project employee.
  • Facilitating a search for employees based on a given project role within a project.
  • Enabling the display of the weekly workload for a selected employee.
  • Implementing a workload editing algorithm for making necessary adjustments.
  • Allowing the addition of multiple employees under the same project role within a project.

 

Results:

The result of the development and implementation of the Capacity Project Resource Planning tool:

  • Developed an opportunity creation algorithm.
  • Introduced a streamlined process for creating projects from existing opportunities.
  • Implemented an algorithm to easily add project roles to a project.
  • Created a dedicated page for displaying all projects in the "planned" status and allocated for realization hours.
  • Implemented the display of loading hours for each project role.
  • Incorporated an algorithm to efficiently search and assign employees based on project roles.
  • Implemented a tool for analyzing employee workload every week.
  • Added the ability to edit the workload as required.


The results of the application development were the implementation of all the project features, as well as functional and integration testing and achievement of objectives, as well as testing of the finished project on production.

 

Advantages of JET BI 

  • 20+ Products successfully designed, developed, and published on AppExchange for top AppExchange ISV vendors during the last 5 years. JET BI’s products (Advantage for Salesforce, Conversayit for Salesforce) are already listed on AppExchange;
  • All-In-One Product Development Service Provider. 40+ highly-skilled engineers, UX designers, developers, QA, and security experts will get you covered throughout the process of getting your app to shine on the AppExchange. Hybrid solutions with Heroku. iOS and Android mobile app development;
  • Certified Salesforce Developers (DEV II), SCRUM Masters, Front-end developers, ISTQB-certified QA. All Salesforce-recommended best practices for development on the Salesforce platform at your hand;
  • Highest quality and security. JET BI’s core values include trust, security, and quality. We implement the highest security standards on all levels. Efficient ISO-certified software quality management;
  • AppExchange® for business. We can help you with Salesforce Sales Cloud for ISV (“business org”) setup, integration with 3rd party systems, publishing console training, LMA, and trial force setup. We will help your sales team to increase customer engagement, revenue, transparency, and conversion with the #1 Sales automation tool in the world;
  • Industry-specific and 3rd party system integration. Sales Cloud, Service Cloud, Community Cloud, Financial Services Cloud, Field Service. Deep expertise in integration with SAP ERP and SAP HANA. IoT and VR solutions. Professional Services, Real-estate, Retail, Fashion, Banking, Oil&Gas.
Start your project now
JET BI TEAM
  • 1 Certified Salesforce Developer
  • 1 Certified QA Engineer
  • 1 Certified Salesforce Consultant
TECHNOLOGIES
  • Salesforce
  • APEX
  • Visualforce
  • Salesforce Lightning Aura
  • JavaScript
PROJECT TIMELINE
  • 1 week
Question to the expert
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We have available resources to start working on your project within 5 business days

1 UX Designer

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1 Admin

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2 QA engineers

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1 Consultant

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Steps following request submission

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After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible

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We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.

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Once all preparations are in place, we will initiate the project and move forward with the planned tasks