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Rillsoft Project tutorials for scheduling, resource planning, capacity planning and multi-project management

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  • Rillsoft Project tutorials for scheduling, resource planning, capacity planning and multi-project management

These tutorials show how project leads, resource managers and teams plan projects, check capacities, assign resources and steer multiple projects together with Rillsoft Project. Companion videos for Rillsoft Cloud and Rillsoft Integration Server cover time tracking, permissions, email notifications, iCalendar, vacation planning and document management.

Quick start in project planning, resource planning and multi-project management

5:07 Min

Get started with scheduling in Rillsoft Project: structure projects, plan dependencies and spot schedule risks in the Gantt chart.

What you will learn: You will learn how to structure projects, plan dependencies and spot schedule risks in the Gantt chart.

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4:20 Min

This video shows how roles, qualifications and resource capacities are used inside the project plan.

What you will learn: You will learn how to model roles and qualifications and plan workloads via resource capacities.

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7:21 Min

Learn how to compare resource demand and supply for realistic capacity planning across projects.

What you will learn: You will learn how to compare resource demand and supply and detect bottlenecks early in capacity planning.

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6:47 Min

This tutorial explains how employees are scheduled to tasks, roles and available capacities.

What you will learn: You will learn to assign employees to tasks based on roles, qualifications and available capacities.

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3:57 Min

The video compares capacity-driven and date-driven planning for realistic project deadlines.

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3:28 Min

The variance analysis shows time, effort and cost deviations during the project run.

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3:56 Min

This tutorial shows how dynamic baselines make project progress and plan deviations comparable.

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7:14 Min

Learn how to plan multiple projects together and resolve resource conflicts across the portfolio.

What you will learn: You will learn how to plan multiple projects together and resolve resource conflicts across the portfolio.

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Frequently asked questions

The quick start covers scheduling, resource planning, capacity planning, staff scheduling, variance analysis and multi-project management in Rillsoft Project.

Rillsoft Project schedules projects forward or backward, shows dependencies and float in the Gantt chart and highlights the critical path.

Resource planning assigns concrete employees and qualifications, while capacity planning compares resource demand and supply across multiple projects to surface bottlenecks early.

Multiple projects are reviewed in a shared portfolio so that workloads and resource conflicts can be analysed and resolved across projects.

The variance analysis makes time, effort and cost deviations visible during the project run and supports project controlling.

Project views: Gantt chart, network diagram and user views

5:12 Min

The video explains the central project views: Gantt chart, network diagram and project structure.

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2:40 Min

Build your own user views to filter and present project information in a targeted way.

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Frequently asked questions

Rillsoft Project offers Gantt chart, network diagram, resource views and individual user views to look at project plans from different angles.

User views filter and group project information for different roles like project leads, resource managers or sponsors.

The network diagram shows dependencies and the critical path in pure logical structure, while the Gantt chart shows dates and durations on a time axis.

Project templates and Excel import

2:22 Min

The tutorial shows how to start new projects faster and more consistently from templates.

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3:43 Min

Learn how to bring project information from Excel into Rillsoft Project via CSV.

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5:55 Min

The video shows how role and employee lists are imported from Excel for resource planning.

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Frequently asked questions

Templates speed up the start of new projects and ensure a consistent structure across projects and teams.

Yes, Rillsoft Project can import project information, roles and employee lists from Excel via CSV.

Importing existing role and employee data shortens the time to build a resource plan with qualifications and capacities.

Export and data exchange with Excel and Microsoft Project

3:45 Min

Export staff scheduling data to Excel to share workloads and assignments with stakeholders.

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3:59 Min

The video shows the export of capacity data for analysis and alignment in Excel.

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2:13 Min

Learn how project plans are exchanged between Microsoft Project and Rillsoft Project.

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Frequently asked questions

Rillsoft Project exports staff scheduling, capacity leveling and other project data to MS Excel for analysis and stakeholder reviews.

Yes, project plans can be exchanged between Microsoft Project and Rillsoft Project in both directions.

Workload data in Excel enables further analysis, reports and alignment with stakeholders outside Rillsoft.

Multi-user work and portfolio management

8:03 Min

The tutorial explains parallel project work of several planners in multi-user mode.

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3:21 Min

Learn how summary projects in the portfolio simplify control of multiple projects.

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Frequently asked questions

Multiple planners work in multi-user mode on projects and resources simultaneously without losing changes.

A summary project bundles several individual projects to control workloads, dates and resources across the entire portfolio.

Multi-user operation runs via Rillsoft Integration Server or Rillsoft Cloud and uses central databases instead of single files.

Project settings in Rillsoft Project

0:56 Min

The video shows how project start and project end are set or calculated.

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1:20 Min

Learn how the time step shapes planning, display and calculation in the project.

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1:13 Min

The tutorial explains the relationship between duration, effort and project calculation.

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3:01 Min

Adjust colours in project plans so that status, structure and priorities are easier to recognise.

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2:38 Min

The video shows how to label bars and project steps inside views.

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3:34 Min

Learn how user fields surface project-specific information directly in the plan.

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2:05 Min

The tutorial shows how to include company logo and project info in headers and footers.

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0:21 Min

Learn how project plans are renumbered automatically and without gaps after changes.

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1:03 Min

The video shows how font type and font size for tables and project views are configured.

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2:21 Min

Customise table views by adding important columns or rearranging them.

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1:49 Min

Learn how to control time axis, calendar scale and zoom inside project views.

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Frequently asked questions

These include project start and end, time step, duration and effort, colours, labels, user fields, company logo, fonts, column layout and the calendar scale.

The time step controls the granularity of planning, display and calculation in the project.

Yes, user fields extend the project plan with your own information such as KPIs, contract numbers or status flags.

Resource pool for central resource planning

5:30 Min

The video explains the switch from project resources to a central resource pool.

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Frequently asked questions

The resource pool is the central, cross-project list of all resources with qualifications and capacities – the basis for realistic multi-project resource planning.

Whenever multiple projects share the same employees and qualifications, the central pool provides consistent workload views.

It is the foundation for capacity planning across all projects because demand and supply reference the same resources.

Access rights and user management in Rillsoft Cloud

7:53 Min

Learn how users and access rights are managed in Rillsoft Cloud for collaborative project work.

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Frequently asked questions

Administrators create users, assign roles and control access rights to projects, resources and functions.

Teams with multiple users, shared projects or differentiated roles benefit from an explicit permissions setup.

Permissions are part of Rillsoft Cloud and Rillsoft Integration Server, not the local desktop client.

Time tracking and timesheets in Rillsoft Cloud

3:20 Min

The tutorial shows how working hours are recorded via input mask in Rillsoft Cloud.

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2:10 Min

Learn how project progress is reported by percentage or via calendar in Rillsoft Cloud.

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3:00 Min

The video explains how reported working hours are reviewed and accepted.

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Frequently asked questions

Hours can be reported via input mask, by percentage or directly in the calendar in Rillsoft Cloud.

Project leads review and accept reported hours so that variance analysis and project controlling work on reliable data.

Time entries update effort and progress and feed back into workload and capacity planning.

Email notifications in Rillsoft Cloud

2:16 Min

The tutorial shows how to design templates for automatic email notifications.

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4:16 Min

Learn how to set up rules for automatic email notifications in Rillsoft Cloud.

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Frequently asked questions

Predefined templates and rules control when and to whom automatic emails are sent – on status changes or task assignments, for example.

Project leads, employees and stakeholders are informed about changes promptly without manual notifications.

Yes, email notification templates in Rillsoft Cloud can be freely designed and aligned with corporate wording.

Calendar integration with iCalendar, Outlook and internet calendars

2:11 Min

Create iCalendar templates to expose dates from Rillsoft Cloud in a structured way.

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3:09 Min

Learn how Outlook and Internet calendars are connected with Rillsoft Cloud via iCalendar.

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Frequently asked questions

Through iCalendar templates project dates can be exposed in a structured way and subscribed to in Outlook or Internet calendars.

Templates define which project and resource information is exported as appointments in iCalendar format.

Employees see their project dates directly in their familiar calendar without logging into Rillsoft Cloud.

Vacation planning and absences in Rillsoft Cloud

2:57 Min

The video shows account management for vacation planning and absences in Rillsoft Cloud.

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2:50 Min

Learn how vacation requests are submitted and processed in Rillsoft Cloud.

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2:20 Min

The tutorial shows absences and vacation days in the shared team calendar.

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Frequently asked questions

Vacation accounts show entitlement, taken and remaining days per employee and form the basis for requests and reporting.

Employees submit requests in Rillsoft Cloud, supervisors review and approve them centrally without media breaks.

Absences reduce available capacity and must be reflected in realistic staff and capacity planning.

Document management and DMS in Rillsoft Cloud

3:47 Min

Learn how documents are managed in Rillsoft Cloud at the project context.

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3:20 Min

The video shows how project-relevant documents are managed directly with Rillsoft Project.

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Frequently asked questions

The Document Management System in Rillsoft Cloud manages project-related documents in a structured way at the project context.

Rillsoft Project manages documents locally next to the plan, while Rillsoft Cloud provides them centrally and ready for multi-user access.

Project documents stay findable at the project context, version states are unambiguous and access is controlled by permissions.

Tutorials for older Rillsoft Project versions

5:06 Min

Archive video about scheduling in older Rillsoft Project versions.

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4:21 Min

Archive video about role-based resource planning in older Rillsoft Project versions.

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7:00 Min

Archive video about personnel capacity planning and workload analysis in older versions.

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6:29 Min

Archive video about portfolio and cross-project resource planning in older versions.

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Frequently asked questions

The core concepts of scheduling, resource planning and capacity planning still apply, but individual steps and screens may differ in current versions.

They show scheduling, role-based resource planning, personnel capacity planning and multi-project management in older Rillsoft Project versions.

The current tutorials on quick start, project views, templates and multi-project management are listed at the top of this page.