FINANCIAL SERVICES ERP · MICROERP GUIDEResource Planning.
Resource Planning.
Help & documentation.
Review capacity, allocations, bench and team utilisation.
Open Resource Planning in four steps.
- Sign in to Financial Services ERP. Use financial-services.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Resource Planning. Pick it from your Financial Services ERP workspace, or go straight to financial-services.easymanagex.com/resource/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
29 screens in 5 sections. Each link opens the screen in your Financial Services ERP workspace; you see only what your role allows.
Home
Resources
Demand
Allocations
Why it suits Financial Services.
Resource Planning is suggested in the Financial Services ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Resource Planning checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Resource Planning. Your data stays inside your own organisation.