⏳ This feature is currently in Beta release.
✔️ Available on Grow (with limits) and Scale subscriptions. 1
See the "Feature access" section on this page for more information.

What
Populate the Schedule with tentative projects as placeholders for upcoming work.
Why
  • Forecast for the long term by mapping out potential future resource needs.
  • Account for all work whether or not it's yet assigned.
  • Identify under (and over) utilization when balancing ongoing projects with future work.
Who
Who can access the Schedule:
  • Site admins can access the Schedule and view, create, & manage tentative projects.
  • Standard users with the profile permissions: 
    • Access resource scheduling (allows users to view the Schedule and view existing tentative projects).
    • Manage resource scheduling (allows users to create and manage tentative projects). Users with the additional profile permission to add projects can convert tentative projects to active projects.
Whose data is populated in the Schedule:
  • All projects
  • All standard users
When
Anytime you're considering taking on new clients or projects and need to assess business capacity — create tentative projects as placeholders to map out potential timelines, then convert them to active projects once you determine you can take on the work.
What
Populate the Schedule with tentative projects as placeholders for upcoming work.
Why
  • Forecast for the long term by mapping out potential future resource needs.
  • Account for all work whether or not it's yet assigned.
  • Identify under (and over) utilization when balancing ongoing projects with future work.
Who
Who can access the Schedule:
  • Site admins can access the Schedule and view, create, & manage tentative projects.
  • Standard users with the profile permissions: 
    • Access resource scheduling (allows users to view the Schedule and view existing tentative projects).
    • Manage resource scheduling (allows users to create and manage tentative projects). Users with the additional profile permission to add projects can convert tentative projects to active projects.
Whose data is populated in the Schedule:
  • All projects
  • All standard users
When
Anytime you're considering taking on new clients or projects and need to assess business capacity — create tentative projects as placeholders to map out potential timelines, then convert them to active projects once you determine you can take on the work.

Feature access

Schedule 
feature		Grow
(& Premium)		Scale
(& Enterprise)
Tentative projects
2 tentative projects
Unlimited
Schedule 
feature		Grow
(& Premium)		Scale
(& Enterprise)
Tentative projects
2 tentative projects
Unlimited

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.
 
💡 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.

Create a tentative project

  1. Click Planning in Teamwork.com's main navigation menu. Planning might be hidden under the ... More option.
  2. Switch to the Schedule tab.

    Image Placeholder

  3. Click the downward arrow on the Add allocation button in the view's top right. 
  4. Select Add tentative project.

    Image Placeholder

  5. Enter a project name. Project names must be unique across the site — this includes projects, project templates, and tentative projects.
  6. Click the User icon (Image Placeholder).

    Image Placeholder

  7. Click the plus (+) on the right of each user you want to include.
  8. Click Add project. 

The tentative project is added to the projects list in the Schedule and is accounted for in each selected user's availability. 
 

Manage tentative projects

  1. Click Planning in Teamwork.com's main navigation menu. Planning might be hidden under the ... More option.
  2. Switch to the Schedule tab.
  3. Select the Projects tab at the top of the timeline. This step applies to Scale accounts with access to Projects and People views.
  4. Use the search option to locate a tentative project. Alternatively, scroll to the tentative project in the timeline.
    💡Tentative projects are highlighted with a gray background. Use filters to view only tentative projects in the Schedule.
  5. Click the vertical ellipsis (Image Placeholder) on the project's right. 
  6. Choose an option:
    1. Add user: Click the plus (+) on a user's right in the popup list to add them to the tentative project. 
    2. Rename: Update the tentative project's name.
    3. Convert to a project: Convert the tentative project to an active project. 
    4. Remove: Delete the tentative project.

      Image Placeholder

Convert a tentative project to an active project

When a tentative project gets the go-ahead, you can quickly and easily convert it to an active project, bringing over the project members. 

  1. Click Planning in Teamwork.com's main navigation menu. Planning might be hidden under the ... More option.
  2. Switch to the Schedule tab.
  3. Select the Projects tab at the top of the timeline. This step applies to Scale accounts with access to Projects and People views.
  4. Use the search option to locate a tentative project. Alternatively, scroll to the tentative project in the timeline.
    💡 Tentative projects are highlighted with a gray background. Use filters to view only tentative projects in the Schedule.
  5. Hover over the tentative project.
  6. Click the vertical ellipsis (Image Placeholder) on the project name's right.
  7. Select Convert to a project.
     
    Image Placeholder
     
  8. Click Create project. 

Next steps


1. Also available on legacy subscriptions: Premium, Enterprise.