OmniPlanner - Simplify Resource Planning in monday.com

Are you tired of juggling multiple boards and external tools to manage resources in your monday.com environment? OmniPlanner is here to revolutionize the way you plan and allocate resources within monday.com, seamlessly integrating budget and resource management into your existing workflow with a familiar interface.

Why OmniPlanner?

Centralized Resource Management: No more scattered data. With OmniPlanner, you can unify information from different boards in monday.com and provide a comprehensive view of your resources.

Versatile Use Cases: Whether it's for project resource allocation, marketing budgets, salary planning, consulting hours, IT investments, paid marketing, financial planning, PSA or any other resource allocation – OmniPlanner has you covered.

Enhanced Visibility: Allocate and track resources like personnel, time, FTE or money effortlessly. Get a clear view of how resources are distributed across departments, projects, or geographical regions.

Key Features

Intuitive Resource Allocation View: Easily manage resources across multiple projects. See at a glance how your resources are allocated.

Hierarchical Segmentation: Delve deeper into your resource allocation with our hierarchical levels function, providing granular insight into budget distribution and usage.

Customizable Constraints: Eliminate the risk of misallocating resources and make it easier to find relevant subsets with our constraints function that allows you to choose where specific resources can be allocated.

Say goodbye to frustration and complexity in resource management. Embrace clarity, efficiency, and control with OmniPlanner. Try it for free for 14 days and experience the difference in your resource planning and allocation strategies!

Note: If your monday.com account contains less than 85 seats, we recommend you to get our Time Reporting Solution instead as you’ll get the same functionalities including the time reporting feature and it’ll be less expensive. However, if you have more than 85 seats in your monday.com account and you’re not in need of the time reporting feature, we recommend you to get OmniPlanner. Since all of OmniPlanner’s functionalities are included in the Time Reporting Solution, you won’t need to purchase both.

How it works

OmniPlanner keeps all the data in monday.com. Unlike other solutions, it does not use separate database for storing the times and uses items on a board as the source of information. This means

data security
ease of setup
integrated environment where data can be easily analysed using monday.com tools.

Boards to be used with OmniPlanner view require few columns, such as Person, Date, Time, and 1 to 3 references (e.g. Clients board, Projects boards etc.). Learn more about these requirements in Using Planning view.

Tutorials

We have a series of video tutorials that will help you get started with Omnitas Time Reporting Solution. You can find them on this YouTube playlist.