Schedule view
The schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked.
The schedule helps you visualize when your team is available to work and when they’re staffed to capacity.
On the navigation menu, select Schedule.
In the upper-left area of the Schedule page, select ....
At the top of the screen, click Schedule.
To expand the left menu, click Everyone.
Click People and then click Allocation Heatmap....
Review project assignments
See and update the project status
View the Schedule by day, week, or month
Adjust project allocation as needed, watching...
Changes are reflected on the projects page and in pre-populated time entries on personal pages.
To edit an assignment, click the assignment bar....
Holidays and weekends can be configured in order to accurately budget time.
Scheduling resources on a project up front, rather than on a weekly or daily basis will give you better insight into your team’s availabi
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to
Add leave assignments the same way you would add project assignments....
Approvals
To activate approvals, go to Account Settings > Approval Workflow.
Set who approves time and/or expenses in the person's profile settings....
Resourcing Administrators can activate Approvals.
When you activate approvals, approver appears in the left sidebar on people pages.
After your team bills their hours, use Bulk Approve in Account Settings to loc