Feature
overview
| What | The Schedule is a high-level
resource-planning workspace
that
helps you plan capacity,
create allocations, and
visualize workload across
projects and people. |
|---|---|
| Why |
|
| Who |
|
| When | Use the Schedule when you need
to assess if you can take on
new work, map resources across
projects, or account for team
downtime (for example,
vacations and public
holidays). |
Schedule views
The Schedule offers two main perspectives to
plan and monitor your work:
- 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.
Key components
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.
Schedule glossary
Use this glossary to reference key Schedule
terms and concepts.
| 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 bar Scale
only | Summary of total
available
time, allocated time,
budgets,
and potential
revenue. Formula: potential revenue =
Σ(user billable rate ×
billable allocated
hours) Formula: time budget usage % =
logged time ÷ time
budget Formula: financial budget usage
% = billable amount ÷
financial
budget |
Schedule feature
access
The functionality available within the
Schedule depends on your Teamwork.com
plan.
| Schedule
feature | Grow (&
Premium) | Scale (&
Enterprise) |
|---|---|---|
| Group resources by role | ||
| Add & edit
allocations | ||
| Allocations skip unavailable
time | ||
| Mark allocations as
billable | ||
| Drag & drop
allocations | ||
| Add & edit unavailable
time | ||
| Available capacity | ||
| Projects view | ||
| People view | ||
| Bulk add unavailable
time | ||
| Insights bar | ||
Task management View, edit, and
create tasks directly
in the
Schedule. | ||
| View
Google Calendar events in
the Schedule | ||
| Tentative projects | Up to 2 | Unlimited |