Help and how-to guides

Everything Promineo does, one screen at a time — from staffing a project position to tracking availability, time off and capacity.

What is Promineo

Promineo People Planning matches the work your projects need against the people your organization has — so you can see gaps early and staff projects with confidence.

Key terms

The handful of words that everything else in Promineo is built on. Learn these first — every other screen uses them.

Organization overview

Your operational command centre as an organization manager: who needs attention right now, and whether your people can cover the demand coming at them.

Your organization's subscription decides how long you keep access to Promineo. Promineo is currently in beta and your organization is on a free trial, so nothing is being charged today. A paid subscription will be introduced later — this chapter tells you what to expect.

Organization structure

Define your home organization — the hierarchy of departments, who manages each, and which Project Role each one provides — so project requests reach the right manager.

Managing people

The register of everyone you plan and assign — their organization unit, working calendar, and when they became available.

People health

Everyone in your organization unit(s), ranked by the gap between what they are assigned and what they have available — so the people who need attention rise to the top.

TBN positions

Every open request pointed at your organization unit — [Project Position](glossary) with no person assigned yet — with the most overdue first so nothing slips through.

Time Off requests

Review and decide the Time Off your people have requested, with the workload each request overlaps so you can weigh the impact before you approve.

My Projects

A project manager's home base: which of your projects need attention, ranked by health, with the numbers that decide whether a project is on track.

Managing projects

The master list of projects — the containers that demand is planned against. Keep their type, status, and dates correct so reporting and routing stay accurate.

Project Position

Where project demand is actually specified. A Project Position is one unit of need — a Project Role, a time period, and a required effort — attached to a project.

Reports

Organization-wide analysis of supply versus demand — pick a report to see how Availability and workload line up over time.

Availability vs Workload

The headline supply-and-demand chart: total Availability (a line) against total project workload (a filled area), in FTE, over time.

Large data requests

Charts, reports and data exports are calculated period by period. Ask for too much at once and Promineo declines the request — here is why, and what to change.

My overview

Your own workload at a glance: every project you're on, how much you're loaded over time, and whether you have spare time or too much.

Work Calendar

Keep your own Availability accurate and request Time Off — the two inputs that decide how much of you is plannable.

My Competence

Tell Promineo which Project Role you're qualified to fill, so you show up as a candidate for the right work — and so skill gaps get flagged.

Setup Wizard

A guided path through the five kinds of data Promineo needs, so a new organization can go from empty to usable in a few minutes.

Project Roles

The catalogue of roles your projects can request and your people can fill — the vocabulary that connects demand to supply.

Calendars

Define the working-time patterns and holidays that turn a person's employment into actual Availability.

Time Off types

Define the kinds of Time Off people can take — vacation, sick leave, parental leave — and how each behaves.

User Fields

Add your own custom fields to Promineo's entities — the extra properties your organization tracks that aren't built in.

Users

Manage who can sign in to Promineo and what they're allowed to do — and connect each login to the person they are.

Access Tokens

Issue tokens that let external systems and integrations call Promineo's API on your organization's behalf.

Notification settings

Control, tenant-wide, which events Promineo notifies people about — and edit the message templates.