specter automation

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- Ensure your resources are configured in specter.
- Watch the “Ressource Management” video if needed: <a href="https://help.spectercloud.io/en/articles/217758-resource-management-with-specter">https://help.spectercloud.io/en/articles/217758-resource-management-with-specter</a>

1. Set up Resources
 - Ensure your resources are configured in specter.
 - Watch the “Ressource Management” video if needed: <a href="https://help.spectercloud.io/en/articles/217758-resource-management-with-specter">https://help.spectercloud.io/en/articles/217758-resource-management-with-specter</a>

✅ For Completed Tasks (Past Days)

- Click the daily report icon for a past day.
- Auto-assigned manpower appears based on planned tasks.

- Click Edit and adjust actual manpower per resource.
- The total at the bottom updates automatically.

1. Open Daily Report
 - Click the daily report icon for a past day.
 - Auto-assigned manpower appears based on planned tasks.
2. Edit Actual Numbers
 - Click Edit and adjust actual manpower per resource.
 - The total at the bottom updates automatically.

🔸 Manpower is tracked per day and resource type (connected to expense types), not per task. Currently (23.04.2025) it is not possible to track resources on a per task basis.

🔜 For Future Tasks (Upcoming Days)

- Select a date column, then Edit Selected Tasks.
- Activate Edit Resources, adjust actual manpower.

- Editing a resource updates it for all tasks of that type on that day.

1. Bulk-Edit via Plan View
 - Select a date column, then Edit Selected Tasks.
 - Activate Edit Resources, adjust actual manpower.
2. Changes Update All Related Tasks
 - Editing a resource updates it for all tasks of that type on that day.

See the Comparison in the weekplan under the "personnel" column

- Right number = originally set on Resource page
- Left number = actual manpower

1. See the Comparison in the weekplan under the "personnel" column
 - Right number = originally set on Resource page
 - Left number = actual manpower

Learn how to track actual manpower in specter and how it is connected to lookahead planning and documentation within the platform

Tracking actual manpower/ressources (actuals)

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Tracking actual manpower/ressources (actuals)

Explanation Video

Step by Step Overview

🔧 Before You Start

📆 Tracking Actual Manpower

✅ For Completed Tasks (Past Days)

🔜 For Future Tasks (Upcoming Days)

📊 In the weekplan