Within
Teamwork, you can use the Schedule's People area to view and manage the allocations assigned to individual users.
Note: The
People subsection of the Schedule is available on Scale subscriptions.
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.
