📣 PSA: We've made something even better — check out our redesigned Schedule.
✔  Schedule is available on Grow and Scale subscriptions 1
✔  The People view is available on Scale subscriptions 1

Within Teamwork.com, you can utilize the Schedule area to plan and manage user resources.

To view the Schedule, click the More option in the main navigation menu on the left of your site and select Planning.

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In the Planning area, select the Schedule tab from the horizontal menu.

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Schedule views


  • Projects - timeline view showing all projects on your site along with their associated members.
  • People - timeline view of all people on your site and their existing allocations on their projects.
    • For each user, only projects with existing allocations for the user will be shown.
      ✔  The People view is available on Scale subscriptions 1
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Glossary


  • Allocation - an allocation is a set amount of time for a given user on a given project on a given day or days.
    • It is used to show when and where a user should be working and for how long.
    • Allocations are intended as high level breakdowns of the types of work a user is doing over the course of a given day.
  • Allocation roll up - this is the combined total time across all allocations for the given project or user on the selected day.
  • Allocation % completion - time logged against projects or tasks assigned to a user on the associated project will count towards each allocation's % completion.
  • Unavailable Time - the sum of all non-working/unavailable time periods that reduce the amount of time that a user has available to do work in a working day.
  • Length of Day - the set amount of hours in a day in which the user can potentially do work, for example the typical 8 hour work day.
  • Availability - the length of the user's working day minus any allocations and time marked unavailable:
    • Availability = Length of Day - (Unavailable Time + Allocations)



Permissions


You can update profile permissions on an individual user basis to grant access to view or manage the schedule.

  • Access resource scheduling - allow the user to view the Schedule subsection of the Planning area.
    • They will be able to see any allocations across projects where they are a member, along with the other members of those projects.
  • Manage resource scheduling - allow the user to create and edit allocations on all projects where they are a member.
    • A user with this permission does not need to be a project administrator on a project to be able to create allocations for users on that project.
    • A user cannot have the manage permission without the access permission.

Note: Client users and collaborators cannot be granted access or manage permissions for resource scheduling.

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For more information, see: Creating and Managing Allocations 

1. Also available on legacy subscriptions: Premium, Enterprise.
1. Also available on legacy subscriptions: Enterprise.