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‍Key takeaways

• Organizing your projects requires a holistic approach that involves establishing systems for managing resources, collaboration, and communication across all projects
• Automate as much as you can: project management software and resource management tools centralize and streamline important information
• Organizing projects is an ongoing process that requires consistent review and tweaking

</key-takeaways>

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Key takeaways

• Organizing your projects requires a holistic approach that involves establishing systems for managing resources, collaboration, and communication across all projects
• Automate as much as you can: project management software and resource management tools centralize and streamline important information
• Organizing projects is an ongoing process that requires consistent review and tweaking

</sme-quotes>

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<sme-author>

Maike Jahnens

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Head of Financial Operations and Capacity Management at Scholz & Friends

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Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

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<sme-color=”green”>

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<sme-author>

Maike Jahnens

</sme-author>

<sme-position>

Head of Financial Operations and Capacity Management at Scholz & Friends

</sme-position>

<sme-quotes>

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

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<tip>

Pro tip: WITH IMAGE

Nobody understands true capacity more than the people doing the work. Keep communication lines open with managers and team members to align your expectations of capacity with reality. 

You might just discover that your video editor gets multiple ad hoc requests per week that take time away from projects they’re assigned to, or that a copywriter has been quietly pulled in to help on another team’s project.

<tip-featured-image>

</tip-featured-image>

</tip>

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<tip>

Pro tip: WITHOUT IMAGE

Nobody understands true capacity more than the people doing the work. Keep communication lines open with managers and team members to align your expectations of capacity with reality. 

You might just discover that your video editor gets multiple ad hoc requests per week that take time away from projects they’re assigned to, or that a copywriter has been quietly pulled in to help on another team’s project.

</tip>

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Custom Highlight

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using <highlight>Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here,</highlight> content here', making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy. Various versions have <highlight>This is a special highlighted portion of text, embedded within a regular paragraph</highlight> purpose (injected humour and the like).

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Over-allocaton is an example of <highlight>inefficient workload management</highlight>, and can addressed with project management software.

Custom Tooltips

It is a long established fact<tooltip>Additional content within the tooltip goes here</tooltip> that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English<tooltip>Additional content within the tooltip goes here</tooltip>. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy. Various versions have purpose (injected humour and the like).<tooltip>Additional content within the tooltip goes here</tooltip>

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Over-allocation <tooltip>...additional context to better describe the term...</tooltip> is an example of inefficient workload management.

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Section 1

A paragraph

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

‍

Section 2

A paragraph

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

‍

Section 3

A paragraph

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

‍

Section 4

A paragraph

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

‍

Section 5

A paragraph

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

Once a week, we have a virtual capacity planning meeting with account managers and creative directors in which we go through projects in Float to see team workloads and availability and answer important questions like: Is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?

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What is resource tracking?

Resource tracking is the process of overseeing how resources are assigned and utilized throughout a project. In this article, resources refer to people, time, and money. But in the larger context of project management the term can often include:

Resource tracking is the process of overseeing how resources are assigned and utilized throughout a project. In this article, resources refer to people, time, and money. But in the larger context of project management the term can often include:

• Office space
• Materials
• Software and hardware
• Machinery

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<cta-box>

<image-color="dark">

Try the #1 resource management

(newline) software for capacity and

(newline) resource planning 

Float manages your team’s capacity on autopilot. Get a high-level view of your team’s workload, availability, and project pipeline to plan resources with confidence. 

<cta-button>Get your free trial</cta-button>

</cta-box>

‍

‍

<cta-box>

<image-color="light">

Try the #1 resource management software for

(newline) capacity and resource planning 

Float manages your team’s capacity on autopilot. Get a high-level view of your team’s workload, availability, and project pipeline to plan resources with confidence. 

<cta-button>Get your free trial</cta-button>

</cta-box>

‍

<cta-box>

<image-color="brand">

Try the #1 resource management software

(newline) for capacity and resource planning 

Float manages your team’s capacity on autopilot. Get a high-level view of your team’s workload, availability, and project pipeline to plan resources with confidence. 

<cta-button>Get your free trial</cta-button>

</cta-box>

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