✔
Available
on Scale
subscriptions 1
Within
Teamwork.com, you can use the Schedule's
People area to view and manage the allocations
assigned to individual users.
Click the More option
in the main navigation menu on the left of
your site and select Planning from
the pop-out menu.
The People section
shows a list of users on your site with a
timeline
view of any allocations created for each
person for the
selected period.
Allocations are grouped by
associated user, and you will see the
cumulative allocated time currently
set across their projects.
Beside each user, you will see a
roll up
of all of their allocations across their
projects. Hovering over the roll up will
show a breakdown of allocated hours,
logged hours, and unavailable hours for
that day.
Click the arrow to the left
of a user to
view the individual projects
their
allocations are associated
with.
Drag and drop
The schedule timeline allows you to manage allocations via
drag and drop.
- To adjust the duration of an allocation,
hover over the left or right side of the
entry and drag it to a new position to
increase or decrease the number of days on
which it falls.
- To adjust which days an allocation falls
on for the associated user, click and drag
the entry to its new position. You
can also use drag and drop to reassign an
allocation to another user.
Allocation
details
Click an allocation to open the Allocation
Details pane. This view will display
the
allocation name, duration, allocated time, who
the allocation is assigned to, and who
assigned the allocation.
All time entries and tasks shown are
assigned to the specific user on the selected
project within the time frame
of the allocation.
From the Assigned Tasks section, you
can customize the task property
columns via the option menu (three dots) to
the right of the columns row.
To view full details of an
individual task, hover over the task and
select the preview icon to the right of the
task name. You can quickly update the task
title by clicking the task text to open it in
edit mode.
You can also edit task properties
directly in this view by hovering and
selecting the edit pencil.
Select Add Task to create a new
task. A task name is required and the
task will automatically be
assigned to the associated user.
If
no task dates are selected, the default dates
will start today and will be due on the last
day of the allocation.
Filtering
You can use the date picker in the
top
left to adjust the date range you are viewing.
Click Submit to
apply the new range.
Additional options in the top
right of the Schedule area allow
you to:
- Move between month, week, or
day
view
- Toggle to full screen
view
- Add a new allocation or
unavailable
time to the schedule
- Access advanced filters
Click the filers button in
the top right to open the advanced
filters pane. This allows you to
filter your schedule view based on
specific projects, teams, or
companies.
1. Also
available on legacy
subscriptions: Enterprise.