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Retain Resouce Planning 3.5.8

Retain Resouce Planning 3.5.8

Retain Resouce Planning Publisher's Description

The core role of Retain is to manage resources. It primarily achieves this by means of a "booking" system - ie where a "resource" is allocated to a defined "task" (or use) for a specific period. In turn Retain can be used to analyse the use of resources and provide management information. Retain allows a great deal of flexibility in setting up these elements.

Resources can be anything from staff to assets such as cars, conference rooms and overhead projectors. Each resource can be given classifications, groupings and/or attributes which can be used in the allocation process and for producing reports. For example, you may classify staff by grades, group them by departments and skills.

Tasks are used to describe the range of things to which your resources can be allocated. For greater flexibility Retain also allows each task to be further defined into components (sub-tasks). For staff planning, typically each client is a task and each job or matter for that client is a separate component.

Bookings are the periods of time for which resources are allocated to tasks. Retain offers a great deal of sophistication in identifying which resources are available (for example staff that have specialist skills) and in allowing you to optimise the allocations.

Flexible configuration
  • Define your own resources, tasks and components
  • Charge rates - general and specific
  • Access settings give you control over who can change plans and who can view them

Range of views and reports
  • Graphical wallchart and calendar presentation
  • Colour code your bookings
  • Produce custom reports using sorting and selection criteria
  • Export data to spreadsheets
Matches your environment
  • Standard edition - single user or network (LAN) use
  • Retain for Notes edition - using Lotus Notes database
  • Client/Server edition (Oracle and SQL Server)
  • Enterprise edition for large scale planning (Oracle and SQL Server)
  • Retain Web Viewer allows staff to view their planned work through a web browser (available at additional cost)
  • Microsoft Outlook integration can show bookings made in Retain (available at additional cost)
  • Foreign language versions are available

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