β³ This feature is currently in Beta
release.
βοΈ Available on Grow (with limits)
and Scale subscriptions.
See the "Schedule feature
access" section below for
more information.
What | Teamwork.com's
Schedule feature enables you
to allocate and manage
your business' resources
(aka people) strategically and
monitor throughout each
project. |
Why |
|
Who |
|
When | Anytime you acquire new
client work and need to plan
out the project.
|
What | Teamwork.com's
Schedule feature enables you
to allocate and manage
your business' resources
(aka people) strategically and
monitor throughout each
project. |
Why |
|
Who |
|
When | Anytime you acquire new
client work and need to plan
out the project.
|
Schedule vs.
Workload Planner
Teamwork.com's Schedule
and Workload Planner features both
provide
capacity
management support. Get to know
their
individual purposes and
value so you can choose which best
fits
your
workflow.
Schedule | Workload
Planner |
---|---|
Longer term
forecasting Plan
client work against
available resources at a
high level. | Shorter term capacity
planning Ensure team members are
working to their full
capacity on a day-to-day
or week-to-week
basis. |
Capacity
optimization Ensure resources are
allocated efficiently as
far in advance as possible
by allocating blocks of
time. Often used
by larger services
firms. | Task-based capacity
management Manage people's workloads
at a more granular level
through assigned task
scheduling. |
Resource gap
identification Understand where the gaps
and blockers are before
work starts so that you
can address any issues
ahead of time and ensure
no money is left on the
table. | Efficient client work
delivery Identify any
gaps or capacity overload
with current task
distribution and reassign
accordingly. |
Schedule | Workload
Planner |
---|---|
Longer term
forecasting Plan
client work against
available resources at a
high level. | Shorter term capacity
planning Ensure team members are
working to their full
capacity on a day-to-day
or week-to-week
basis. |
Capacity
optimization Ensure resources are
allocated efficiently as
far in advance as possible
by allocating blocks of
time. Often used
by larger services
firms. | Task-based capacity
management Manage people's workloads
at a more granular level
through assigned task
scheduling. |
Resource gap
identification Understand where the gaps
and blockers are before
work starts so that you
can address any issues
ahead of time and ensure
no money is left on the
table. | Efficient client work
delivery Identify any
gaps or capacity overload
with current task
distribution and reassign
accordingly. |
Schedule feature
access
The functionality available to you
within
the Schedule depends on your
Teamwork.com
subscription.
Schedule feature | Grow (& Premium) | Scale (& Enterprise) |
---|---|---|
Add & edit
allocations | β | β |
Allocations
skipping unavailable
time | β | β |
Mark allocations
as billable | β | β |
Drag & drop
allocations | β | β |
Add & edit
unavailable time | β | β |
Available
capacity | β | β |
Projects view | β | β |
People view | β | β |
Bulk add unavailable
time | β | β |
Insights panel | β | β |
Task
management View, edit,
and create tasks
directly
in
the
Schedule. | β | β |
Tentative
projects | 2 | Unlimited |
Schedule feature | Grow (& Premium) | Scale (& Enterprise) |
---|---|---|
Add & edit
allocations | β | β |
Allocations
skipping unavailable
time | β | β |
Mark allocations
as billable | β | β |
Drag & drop
allocations | β | β |
Add & edit
unavailable time | β | β |
Available
capacity | β | β |
Projects view | β | β |
People view | β | β |
Bulk add unavailable
time | β | β |
Insights panel | β | β |
Task
management View, edit,
and create tasks
directly
in
the
Schedule. | β | β |
Tentative
projects | 2 | Unlimited |
Schedule
glossary
Use this glossary as your
reference point β you'll find the key
terminology and features in the table
below.
Term | Definition
and purpose |
---|---|
Allocation | Allocations
are intended as
high-level blocks
reflecting the types
of
work a user should be
doing aka where and
when a
user should be working
and
for how long.
Each allocation
displays:
|
Allocation roll up | The total time
across all of a
project's (or
user's)
allocations in the
selected
timeframe. |
Availability | length of day
- unavailable
time +
allocations |
Billable allocation | The work relating
to an allocation
is considered
billable. Mark
allocations as
billable and
leverage
profitability
insights. |
Insights bar | Roll up
summary insights (for
the given date
range)
detailing:
βοΈ Insights are
available
on
Scale
subscriptions. See "Insights bar" section below for more information. |
Length of day | A user's
working hours
as determined
in their
profile
settings β the
set number of
hours they can
potentially do
work. |
People view | An
alternative
user-based
view. Each
user is
listed on
separate
rows β
expand a
user to
see their
associated
projects
with
assigned
allocations
for the
user. βοΈ This
view
is
available
on
Scale
subscriptions. |
Projects view | The
Schedule's
core timeline
view. Each
project is
listed on
separate rows
β expand a
project to see
its associated
members with
assigned
allocations. |
Schedule | A high-level timeline view of
resource allocations. |
Tentative project | Placeholders for potential
future projects. Allocate
hours against tentative
projects to test out different
scheduling scenarios and
predict where new work could
fit into your team's upcoming
schedule. |
Unavailable time | The sum of
all of a
user's
non-working
time periods
(aka
"unavailable
time"
allocations)
which reduce
the user's
availability
to do work in
a given
day. |
Term | Definition
and purpose |
---|---|
Allocation | Allocations
are intended as
high-level blocks
reflecting the types
of
work a user should be
doing aka where and
when a
user should be working
and
for how long.
Each allocation
displays:
|
Allocation roll up | The total time
across all of a
project's (or
user's)
allocations in the
selected
timeframe. |
Availability | length of day
- unavailable
time +
allocations |
Billable allocation | The work relating
to an allocation
is considered
billable. Mark
allocations as
billable and
leverage
profitability
insights. |
Insights bar | Roll up insights summary (for
the given date
range)
detailing:
βοΈ Insights are
available
on
Scale
subscriptions. See "Insights bar" section below for more information. |
Length of day | A user's
working hours
as determined
in their
profile
settings β the
set number of
hours they can
potentially do
work. |
People view | An
alternative
user-based
view. Each
user is
listed on
separate
rows β
expand a
user to
see their
associated
projects
with
assigned
allocations
for the
user. βοΈ This
view
is
available
on
Scale
subscriptions. |
Projects view | The
Schedule's
core timeline
view. Each
project is
listed on
separate rows
β expand a
project to see
its associated
members with
assigned
allocations. |
Schedule | A high-level timeline view of
resource allocations. |
Tentative project | Placeholders for potential
future projects. Allocate
hours against tentative
projects to test out different
scheduling scenarios and
predict where new work could
fit into your team's upcoming
schedule. |
Unavailable time | The sum of
all of a
user's
non-working
time periods
(aka
"unavailable
time"
allocations)
which reduce
the user's
availability
to do work in
a given
day. |
Allocations
An allocation is a block of time
reserved
for different types of work. This
enables
you to capacity plan your resources at
a
higher level (before breaking it down
into
tasks) and get insights into your
total
budgets and potential profits.
- If you add an
allocation that
will bring a user over capacity, a warning
is
shown. This is only for projects, not
tentative projects.
- Any time logged by a user is
displayed on the schedule as a
percentage usage towards their
allocation.
![](/desk/file/13677408/image.png)
Unavailable
time
Add unavailable time for items such
as
meetings, time off and sick leave.
This allows you to plan around
scheduled
time off in advance.
π‘Unavailable
time
created in
the schedule automatically populates
in
the Workload
Planner, My
timesheet and Company
timesheet.
Tentative
projects
A tentative
project is a
placeholder for
a project that has not yet
been
created.
This allows you to test
out
different
scheduling scenarios and
also
predict
where new work in the
pipeline
could
fit
into the upcoming schedule
without
the
need to commit to creating
a
project.
- Create and manage
tentative
projects to map out future
work, then convert those
tentative projects to
active
projects when work is
ready to
begin.
π‘ Any
allocations
added to a tentative project will
impact
the insights dashboard, so you can see
what
impact the project will have on your
time,
budget and profits.
Insights
bar
βοΈ
Available
on Scale
subscriptions.
The insights
dashboard
provides a summary of
the
business' capacity and
potential profit
(based on
the
selected
date range). Insights
include:
Total
available
Total
remaining person hours
available for
scheduling in the
given time period.
- Donut chart: available
hours as a percentage of
total working hours.
- Only takes into account users with active allocations in the period being viewed.Total available (hours) = users' working hours - users' existing allocated hours
Total
allocated
Total
hours already allocated across
all people in
the
given time period.
- Donut chart: total allocated as a percentage of total working hours.Total allocated (hours) = sum of allocations across all users.
Potential
revenue
Total
revenue that will be made if
all
allocated hours in this time
period
are
logged.
Potential
revenue = sum
total of each user's
billable rate x their
allocated
hours
Total
financial
budgets
Total
value of planned financial
budget usage for the period
being viewed.
Total
time
budgets
Total
value of planned time budget
usage for the period being
viewed.
π‘ Hover
over Total
available and Total
allocated for hours
and percentage
breakdowns.
Next
steps
- Navigate
the
Schedule
- Allocate
and Manage
Resources in the Schedule
- Unavailable
Time
- Tentative
Resources
1.
Also
available on legacy
subscriptions:
Premium,
Enterprise.