resource management, programme planningResource Management resources

Planning and Resourcing (22m)

Reporting (23m)

Working on a tablet (15m)

Interproject Dependencies New in 4.4 (12 m)

Convert MS Project into Planner (5m)



“Giving you the tools you need to manage your tasks, plans and resources at all levels of your organisation.  Uniquely allowing you to mix excel, MS Project and data from other plan files.”

Resource Management built from your plans

Plans stored in your projects contain mountains of invaluable resource data. PROJECT in a box helps you to leverage that and turn it into useful information.  All your latest task data from plans is held in a central project controls database alongside risks and issues.  You can view your data using analysis at Personal, Project and Portfolio or Person/team levels, such as:

  • All my tasks
  • Overdue tasks for this Portfolio
  • Unresourced tasks in the project
  • Portfolio milestones with financial criteria
  • Resource profile for me in this Portfolio
  • …and many more, you decide.

Your choice of data range and the view control the analysis output produced. The combination of filters and display options is referred to as a ‘View’. Helpfully we provide you with a preset package of useful views.  You can also customise them or create your own and save them for reuse in analysis and in reporting.

Resource Management across Teams

As well as Gantt and task list displays you can also produce Resource profiles and resource tables – providing a merged picture of the work allocated on all the tasks in the data range, grouped by person.  Task names are provided for you on hover providing you with great interactivity.  You can also change aspects of the analysis including period (days, weeks, months, years) or the individuals or groups you want to display data for.

With all analysis once you have the view you want it is easy to export or print.  Of course you can also include these nicely formatted outputs automatically into your project and portfolio reports at the touch of a button.

Data held on the tasks, durations, completions and resource allocations can also be accessed by the Notifications engine allowing rules to be set and the system will then check all rules against all tasks at a frequency and email you to advise when the conditions that interest you are met.  For example telling people about tasks due to start or which should have finished but not shown as complete.

Portfolio and Programme plans

Simply add your plan as a file and list it as a planning source and as a result the database will be automatically populated with the plans data each time a new version is checked in.

Uniquely this system works with Microsoft Project (.mpp) files, Planner (.spn) files and plans built using our free excel template supporting your large and small projects alike as well as providing you with an amazing level of capability without needing to purchase Microsoft Project.  Simply load your .mpp file to your project and it will be visible to work on also to report on and share with team members.

Simple administrator forms present a list of all the resource names extracted from your collection of plans and you simply assign the name from the plan to a PROJECT in a box user account.  Consequently users can see their resource profile and a list of allocated tasks.  You can also set up notification rules and then get email reminders, helping keep you in touch with the project.

Now with version 4.4 you can set up dependencies which apply between different projects.  You will find this great when setting up your programmes.

Product Focus

Community Edition – User stores plan as a file In the project, no plan or resource management capability

Personal Edition – Basic plan and Gantt display into reports, no resource management capability or interproject dependencies.

Small Team, Enterprise and Live Edition – Full Planning and Resourcing as described. Providing a team with a valuable capability at a fraction of the price of the alternatives.