Nov 10 2022 10:02 AM
We are looking for a way to use Teams as a Resource Manager (Scheduling) for traveling employees that are doing work for our customers.
-Put in all our projects that our service team would be working on.
- Keep track of who is working on what project.
- See who is available if a new project comes up so we do not double book workers.
- Have a way that the workers can check Teams (schedule) and see what their next jobs are coming up.
I am not certain if this can be done natively from Teams or are there Add-Ins that might do something like this.
If more information is needed please let me know and I will try to get you that information.
Nov 11 2022 04:31 PM - edited Nov 11 2022 04:32 PM
@rocksysit This is achievable, but not completely built in.
Put in all our projects that our service team would be working on.
Teams in Teams works great, but a provisioning app could be useful,
Keep track of who is working on what project.
Lists (with support Power Apps) or Planner. Shifts is not impossible either depending on.
See who is available if a new project comes up so we do not double book workers.
Planner could help you here as well, or lists. This can be done in different ways, depending on several factors. This could require some addon, depending on the manual work to set up the lists needed.
Have a way that the workers can check Teams (schedule) and see what their next jobs are coming up.
Unless Lists and Shifts covers your needs, alternately use of Planner I would probably recommend an addon. Although which depend on your specific needs.
Nov 14 2022 05:19 AM
Nov 15 2022 10:48 AM
SolutionI've checked with some of my contacts and they recommended Microsoft Project to cover the features you require. I haven't tested it thoroughly myself, but it seems you need Plan 5, Plan 3 might cover some.
I hope this answer your question.