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

In the top navigation, select Schedule.  Select the menu icon (under My Work) to expand the menu. Select People....

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

Resourcing Administrators can activate Approvals.

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

Holidays and weekends can be configured in order to accurately budget time.

Display people properties on the schedule

In the top navigation, select Schedule....

See your team's availability in capacity view

Capacity view helps you monitor capacity and bandwidth across all your teams so you can plan, manage and allocate resources more efficien

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

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

Unlock submitted hours or expenses

Unlock an approved time report to edit it.

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....