Resource Planner

Visual scheduling tool showing Resource availability, scheduled Tasks, and time capacity by day. Filter, assign, and manage Tasks while monitoring resource utilization and workload distribution.

Available from 7.0.0.0

The Purchase Key licence dependency for this specific element of the system has been removed and is now included as standard in the core MRI Evolution product the feature has been turned on for all systems by default.

Note: Other restrictions, such as User licence type restrictions and / or any restrictions to underlying functionality that is dependent upon Purchase Key licences will remain in place.

Settings > Resource Planner

Icon	Feature	Description
	Colouring Sets	The Colouring Sets feature in MRI Evolution Resource Planner enables organizations to visually distinguish planner entries using defined colouring rules. Different users can have personalized colouring rules, allowing them to interpret the same information in ways that best suit their roles and preferences. This enhances clarity and usability of the Resource Planner. Administrators can maintain the list of Colouring Sets here, supporting effective visual management and user experience.
	Calender Note Types	The Calender Note Type feature in MRI Evolution Resource Planner allows organizations to categorize and track non-task related time or other activities not directly linked to tasks. These time entries can be captured as Calendar Notes, supporting accurate scheduling, reporting, and resource management. Administrators can maintain the list of Calender Note Types here, ensuring all relevant categories are available for use.
	Resource Planner Preferences	Sets default scheduling values (working hours, default estimated time) the Resource Planner uses when rota detail or task‑specific duration is missing.

Icon

Feature

Description

Colouring Sets

The Colouring Sets feature in MRI Evolution Resource Planner enables organizations to visually distinguish planner entries using defined colouring rules. Different users can have personalized colouring rules, allowing them to interpret the same information in ways that best suit their roles and preferences. This enhances clarity and usability of the Resource Planner.

Administrators can maintain the list of Colouring Sets here, supporting effective visual management and user experience.

Calender Note Types

The Calender Note Type feature in MRI Evolution Resource Planner allows organizations to categorize and track non-task related time or other activities not directly linked to tasks. These time entries can be captured as Calendar Notes, supporting accurate scheduling, reporting, and resource management.

Administrators can maintain the list of Calender Note Types here, ensuring all relevant categories are available for use.

Resource Planner Preferences

Sets default scheduling values (working hours, default estimated time) the Resource Planner uses when rota detail or task‑specific duration is missing.