✔
Available
on Grow and Scale
subscriptions 1
Within
Teamwork.com, you can use the
Schedule's Projects area to
view and manage the
allocations assigned to
individual users over a
project.
Click the More option in
the main navigation menu on the left of
your site and select the Planning option from the pop-out menu.
In the Projects view, each project
row displays its
total budgeted
hours along
with the cumulative
allocated time,
which is the
combined total of
allocations across
the project's
members.
Any related milestones will also
be displayed on the date they are
due.
For each
user listed under a
project, the Allocated
Time column will
display the user's current
allocated hours total
across all of their
projects as well as their
overall total working
hours. Both of these
figures are representative
of the time period being
viewed.
Days that have at least one
allocation for the project will highlight
the overall day roll up in blue. Hovering
over the roll up will show a breakdown of
allocated hours and logged hours for that
day.
Click the arrow to the left of a
project to expand and view the
individual allocations for each user
on that project. Each individual
allocation will show the allocation
name and total number of hours.
When multiple allocations
are assigned to an individual user
over the same time frame, each
allocation will be added to a new line
grouped with the user.
If the user has logged time against
the associated project (or task in the
project) on the day of an allocation,
you will also see a percentage
progress bar in the allocation. As
more time is logged, this percentage
will increase.
Note: All time logged by a user
on a project will display against all of their
allocations.
Hover over an individual
allocation to view the full title,
total hours, and date
distribution. You will also see
options to edit or delete the
allocation in the top right.
Drag and drop
The 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.
You can also click and drag
allocations to a new timeframe for the
current user or to another user's
timeline.
Allocation
details
Click an allocation to open the Allocation
Details pane. This view will
provide the allocation name, duration,
allocated time, who the allocation is assigned
to, and who assigned the
allocation.
Time entries shown are assigned to
the specific user on the selected project
within the time frame of the
allocation.
Filtering
You can use the date picker in the
top left to adjust the date range you wish to
view. Click Submit to apply
the new range.
The additional options in the top
right 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
The advanced filter options can be
accessed via the filters button in the
top right.
These include:
- Keyword
- Custom fields (available
on per-user
Grow/Premium
subscriptions and
above)
- Tags
- Project owner
- Project health
- Company
- Category
- Options
- Show starred projects
only
- Hide projects where I'm an
observer
- Show only projects where I'm a
member
For more information, see: Setting and
Managing Unavailable
Time
1. Also
available on legacy
subscriptions: Premium,
Enterprise.