Scheduling is the ability to make sure that tasks are done in the right order, at the right time, and by the relevant people. The purpose of our scheduling tool is to help you maximize utilization, meaning that resources are efficiently managed, so that deadlines, budget, and scope are met.
Please Note: This guide is written for permission levels of Managers, Controller, and Admin.
On a high level, the project scheduling view - which you can find under the PROJECTS tab in scheduling - shows you all your projects, both in planning and running. You can expand each project to see its milestones, the people working on it and how many hours they've been allocated to it. The bars showing the project and milestones, allows you to see if there are enough resources allocated to fill the estimated work.
On a more granular level, the people scheduling - found under the PEOPLE tab - displays all of your team members and what they're working on.
First we'll describe the difference between allocations and assignments, in order to understand how people are matched with work in Forecast.
Allocations allow you to macro plan your organization’s work. You can allocate a resource into a project for a period of time, and specify what fraction of their daily available time to invest in that project. The allocation view of your people scheduling can be found on the toolbar at the top right corner of the timeline.
Allocating resources to a project:
When a project has been scoped and you have cards (i.e., tasks, stories, tickets) and have assigned a particular resource to a particular card, then you have assigned work to the person.
Assigning resources to cards:
Not all organizations will need to work with both at the same time, it highly depends on the dynamics of your company.
Looking for some inspiration? Here are some examples on how to properly schedule your team.