The scheduling section makes it easy to get an overview of the current plan in terms of people and projects. Manage people and projects in one single view, assign projects to team members, choose start- and end dates, and the percentage of time allocated for the particular project and person.
Scheduling should be your go to place for managing your people and projects from a bird's eye perspective.
Find the 'Scheduling'-section in the top left-hand menu at all times.
At the top left, choose either 'People' or 'Projects' to customize your view.
Assign people to projects, or assign projects to people. The projects view will be available to all users very soon.
Scheduling by 'People'
Go through the list of people to the left, and easily see their timeline of projects to the right. Click anywhere on the timeline to assign the person to a project. A window will show, similar to the one below, and you're able to choose the project, start- and end dates, and the allocation percentage for this particular person and project.
On the timeline, easily drag'n'drop projects around to change the date and length of each.
As you can see from the video above, it's super easy to see whether a person has been over allocated, and thus needs attention.
Change the scope of the timeline at the top right, choose between:
This makes it easier to manage and assign any size of projects.
Intelligent scheduling with 'Quick book'
The quick booking functionality in the scheduling section makes it easier than ever to book a fellow team member for a project. It takes roles and time into consideration, so you can avoid overallocating team members.
Click the 'Quick book'-button, and select your needs in the dialog appearing on your screen.
Next up, you get to a screen where you can adjust your needs, see and select whoever is available with this role within the specified time period.
When you're done, click 'Select booking'.
Review your selections on the next page, and click either 'Change selection', or 'Book' if everything looks good.
And, you're done!
Continue to learn how to setup budget and client.