Illustration of a resource request and planning process with Salesforce

The project involves the design, implementation, and introduction of several components. The resource request process includes the definition of roles, responsibilities, and approval levels, as well as the standardization of criteria such as reason for request, time frame, qualifications, and project relevance. The central resource plan maps employee availability and utilization, supplemented by dashboards for capacity overviews and forecasts. In Salesforce, the project structure is mapped with projects, phases, tasks, and roles, and resource and project planning are linked to each other in order to transparently display actual/target deviations in personnel deployment. In addition, reports and key figures are generated to support management. In addition, an authorization concept is introduced, user and integration tests are carried out, and employees are comprehensively trained to ensure high acceptance and smooth use.