Schedule Overview

Applies to

Resource Management

The Schedule shows project timelines and assignments across your organization. Use the Schedule to understand your team’s capacity, see current project staffing, and adjust assignments as projects change. 

When you make a change on the Schedule, information Project pages and timesheets updates in real-time.

Using the Schedule

On the schedule you can:

  • Review project assignments
  • See and update project status
  • View the Schedule by day, week, or month
  • Adjust project allocation as needed, watching for under-utilized or overcommitted team members.
  • Find team members, skills, or roles for new projects
  • Assign people to projects.

There are two ways to view the Schedule: People View, by team member (default) and Project View, by project.

  • Use the filter menu in the upper left corner of the Schedule to switch between views. 
  • Use Day, Week, or Month view in the upper left corner to zoom in or out.
  • Use the arrow keys on your keyboard to scroll through the schedule by month. 

People View

Screenshot of People view in Resource Management, left pane shows focus is on People view

In People View, team members appear in the left column, with projects assigned to team members across the timeline.

Availability shows as a light gray block. If the person is overbooked, red warnings appear in the schedule. Weekends and holidays are represented by gray vertical bars. You can also use the Allocation Heatmap to easily identify who’s overcommitted. 

Assignments also appear on time sheets for each person. When you change an assignment on the Schedule, it’s automatically updated on the relevant timesheets.

Projects View

Screenshot of Project View in Resource Managment; top left corner shows focus is on Projects.

In Projects View, Projects appear in the left column with the project duration displayed on the timeline.
 

You can show or hide details for a specific project. Hover over the project to get a quick look. Click the project and then click Show Details or Hide Details