Plan a Resource on a Project

In this section, you will be able to plan your projects in the long term to have a better overview of your projects, teams, and resources.

Prerequisites

​Create a project

Create a team

Planning Overview

In the planning section, you can quickly visualize the distribution of teams and the availability of resources. Two views are available:

• Compact view: displays all projects on a single line for a quick, summarized vision.

• Extended view: shows each project on a separate line for more detail.

These options allow for optimal calendar management and efficient anticipation of needs.

Assigning Teams and Projects

To plan an assignment:

1. Select the intended date range for the assignment.

2. Assign a project to the relevant team.

3. Add other teams if necessary.

4. Adjust the dates as needed.

• Empty cells: assignment is planned, but no daily report has been created yet.

• Colored icon: a daily report has been generated and is being processed.

Creating a Daily Log

There are several ways to generate a daily log:

• From the planner:

  • Click on the + icon at the date and for the relevant team.

• Create a daily report for an entire day via the + button below the date.

Modification and Adjustment of Planning

Modify a project schedule (dates or team)

To modify a project schedule, you can:

• Drag and drop the project bar to adjust the dates directly, or

• Click the pencil icon in the top-right corner of the project bar to open the edit window, where you can update the dates or change the assigned team.

Add days to an existing schedule

To add one or more days to an existing schedule, you can:

• Extend the project bar by dragging it to the left or the right, or

• Use the pencil icon to manually edit the start or end dates in the edit menu.

Split a schedule and reassign it to another team

To redistribute a schedule to another team:

• You can move an entire schedule from one team to another using drag and drop, and

• To split a schedule, click the small “X” on a specific day to remove it. This action creates two separate segments of the project, which you can then select and move individually to another team or timeline.

Optimizing Project Assignment

With these features, assigning projects to teams becomes more smooth and fast. Team management is simplified, ensuring better resource coordination and effective daily task planning.

🚀 With these tools, your scheduling management is optimized for accurate tracking and increased responsiveness!