✔
Available
on all subscriptions
Within Teamwork.com, the Planning Overview gives
you an overall view of where and when your
site's resources (people) are allocated, and
is based on estimated time.
You can view a total of how many hours are
allocated over a period of time. This can be
done per person, project, or company.
Click the More option
in the main navigation
menu on the left of your
site and
select Planning from
the pop-out
menu.

In the Planning area,
select
the Overview tab
from the horizontal
menu. Tasks
will only appear in the Overview if
they have estimated time set and are
within the date range set by the
filter.

Overview columns
- Project - the number of projects the
user's estimated time is spread
over:
- Tasks - the number of tasks the user's
estimated time is spread over:
- Blue - active tasks
- Green - completed tasks
- Note: Only tasks within
the selected timeframe that have
estimated time will be included.
- Estimated - total cumulative estimated
hours on the included tasks the user is
assigned to within the selected date
range.
- Logged - total time logged by the user on
the selected tasks.
- Remaining - the difference between the
total estimated time and logged time on
the tasks.
Viewing tasks in the overview
The Overview is populated based on a number
of conditions related to the tasks. In order
to appear in the Overview, a task must have estimated time set and meet the
conditions below:
Included tasks:
- Any tasks which have either their start or
end date within the selected time
frame.
- Tasks which have their start date before
the selected time frame and an end date
during or beyond the selected time
frame.
- Tasks which have their start date during
the selected time frame and an end date
during or beyond the selected time
frame.
- Active tasks with no start or due date can
be included by selecting the 'Include
tasks due anytime' checkbox in the filters
pane.
Tasks that will be excluded from the
overview:
- Late tasks with a due date before the
beginning of the selected time
frame.
- Tasks with a start date after the selected
time frame.
- Tasks with a start date before the
selected time frame and no due date are
not included, even if they are still
active or are marked complete within the
selected time frame.
- Tasks with logged time but no
estimated time.
- Future repeats of tasks that have
not yet been created.
- Tasks you do not have permission
to access.

In the example above, the date range
is set to this week and the overview is sorted
by user.
- Emer is assigned to 2 tasks across her
projects:
- These tasks have a combined estimated
time total of 7 hours.
- 1 hour 30 minutes have been logged
across the tasks, so the time
remaining is 5 hours 30 minutes.
- The totals line at the bottom will show
the totals for each column across all
users currently being viewed.
Selecting one of the task totals will open a
quick view to the right, listing the
associated individual tasks:
Note: This tasks quick view is
available on paid subscription plans only.

For each task in the quick view, you
can see:
- Assignee
- Task name
- Start and due dates
- Associated task list
- Logged time
- Estimated time
Distributing estimated time
When working with tasks that have multiple
users assigned, you can select the Distribute estimated time checkbox in
the filters pane to manage how the time is
distributed.
- If distribute is selected, the estimated
time is divided by the number of people
assigned to the task. The resulting figure
is then added to each user's individual
workload
- For example: If a task is assigned to
3 people and 1 hour was estimated then
the Overview will now calculate this
as 20 mins for each person
- If distribute is not selected, the full
time estimate amount will be added to each
user's workload figure
- For example: If a task is assigned to
3 people and 1 hour was estimated then
the Overview will now calculate this
as 1 hour for each person.
Pro-rata estimated time
The pro-rata checkbox decides if the total
estimated time on a task, or the partial pro
rata figure, is included.
If the box is unchecked and a task falls only
partially within the selected date range, the
whole time estimate will be included.
- For example: Task A is estimated at 80
hours from the 1st to the 14th of the
month. In the filters, the date range is
set to the 1st to the 7th
- The full 80 hours will be included
If the box is checked and a task falls only
partially within the selected date range,
the system will distribute the hours
equally over each day between the task's start
and due date.
- The number of days when the task is
active within the selected time frame
will be calculated
- The number of days will be multiplied by
the hours per day, and included in the
calculation
- For example: Task A is estimated at 80
hours from the 1st to the 14th of the
month. In the filters, the date range is
set to the 1st to the 7th and the Pro Rata
check box is selected.
- In this example, the task is active
for 7 of the 14 days = (7/14) x 80 =
1/2 X 80 hours = 40 hours
Include logged time in remaining capacity
When selected, time logged on tasks
will be taken into account when calculating
the users remaining capacity.
- For example: With an 8 hour work day and 8
hours estimated time for that day, if 4
hours of time is logged the user will have
50% capacity.
If this option is not selected,
logged time will not be taken into account.
Meaning the calculation will be based on
working hours vs estimated time, regardless of
logged time.
- For example: With an 8 hour work day and 8
hours estimated time for that day, any
amount of logged time will not calculated.
The user will have a capacity of
100%.
Note: Remaining estimated time is calculated per
task. Logging more time than is estimated
on one task, will not reduce remaining
logged time on another
task.
For more information, see: Viewing User Capacity in
the Planning Overview