Schedule view and approvals

Schedule view and approvals

Use the schedule

The schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked.

Sort by availability in the schedule view

You can sort or filter the schedule to see when people are available and find specific roles or skills your projects need.  Sort by availability ...

Sort and filter the schedule view

Learn how to use the Schedule page. 

View allocation heatmap

On the schedule, the allocation heatmap shows the availability for each person two months in the past and one year in the future.

Set up approvals

Activate the approvals workflowResourcing Admins can set up approvals for time and expense entries for their organization.  Set who approves time...

Audit approvals

Your organization may need to audit approval records to demonstrate a compliant approval process.  Unlike reports, which only reflect the current...

Schedule overview

The Schedule shows project timelines and assignments across your organization.

Edit assignments

You can manage work assignments on the Schedule....

Configure holidays and weekends

By default, a work week in Resource Management is five days. The work week begins on Monday, making Saturday and Sunday nonworking days....

Display people properties on the schedule

In the top navigation, select Schedule....

See your team's availability in capacity view

You can use capacity view to identify over- or under-resourced allocation across your organization, spot availability to take on new work, and forecas...

Add approvers to a profile

An approver can approve time for specific people....

Project schedule tips

When you schedule a project fully at the beginning, you can gain real-time insight into its profitability.  The cost of a fully scheduled project...

Assign leave time to the schedule

It's important to know who's available when you're scheduling work....

Unlock submitted hours or expenses

Make sure you’ve enabled approvals for time entries. If you don’t enable time-entry approvals, you won’t see the Approvals tab....

Bulk approve billed hours

You can't undo bulk approval.  Open  Account Settings....

Configure leave types and official holidays

Resourcing Administrators can configure leave types and official holidays....