Resource Schedule Introduction

What	The Schedule is a high-level resource-planning workspace that helps you plan capacity, create allocations, forecast demand, and visualize workload across projects and people.
Why	Plan upcoming work at a high level before assigning individual tasks. Balance demand against team capacity and identify constraints early. Forecast utilization, budgets, and financial impact using allocations and unavailable time. Coordinate staffing decisions using placeholders and tentative projects.
Who	Site admins can access the Schedule and view, create, and manage allocations, unavailable time, placeholders, and tentative projects. Standard users with the following profile permissions can use the Schedule: Access resource scheduling: lets users view the Schedule and allocations for anyone on projects they’re a member of. Manage resource scheduling: lets users create and edit allocations on projects they’re a member of.
When	Use the Schedule when you need to assess team capacity, evaluate the impact of upcoming work, forecast resource demand, or understand the budget and profitability impact of future projects.

Short walkthrough of resource management in Teamwork. View full transcript

Use the Insights panel to understand availability, planned allocation, budget usage, and the financial outlook for the selected time period.

Schedule views

The Schedule offers different perspectives to plan and monitor your work. Available views depend on your subscription.

Projects view: See allocations grouped by project to plan timelines and budgets.
People view: See allocations grouped by person to balance workloads and avoid conflicts. People view is available on Scale plans.

The Schedule includes the following building blocks:

Allocations: Blocks of time reserved for types of work on a project.
Placeholders: Role based, unnamed resources used to plan before assigning a specific person.
Tentative projects: Project placeholders you can use to model potential future work.
Unavailable time: Periods when team members cannot be scheduled, such as paid time off or public holidays.
Insights: Summary metrics that help you monitor availability, allocation, budget usage, and forecasted financial impact for the selected time period.

Use this glossary to reference key Schedule terms and concepts.

Glossary of Schedule terms (table format)
Term	Definition and purpose
Schedule	High-level timeline for planning and tracking resource capacity across projects and people.
Projects view	Timeline grouped by project, showing team members and their allocations.
People view Scale only	Timeline grouped by person, showing each user’s active project allocations.
Group by	Organize allocations by role under each project or person.
Allocation	Planned block of time for a person or placeholder on a project, with total and per-day hours. Formula: allocation usage % = logged time ÷ allocated hours
Allocation roll-up	Total allocated hours for a project or person within the selected period.
Billable allocation	Allocation marked billable so it contributes to profitability and revenue insights in reports. Formula: potential revenue = Σ(user billable rate × billable allocated hours)
Length of day	Working hours set in a user’s profile defines daily capacity.
Unavailable time	Non-working periods (such as PTO or holidays) that reduce available hours.
Availability	Remaining capacity after subtracting unavailable time and allocations. Formula: capacity remaining = length of day − (unavailable time + allocated hours)
Tentative project	Placeholder for potential work used to explore capacity before confirming new projects.
Insights panel Scale only	Summary of availability, allocation, budget usage, and forecasted financial impact for the selected time period. For detailed insight definitions and calculations, see Schedule insights.