> For the complete documentation index, see [llms.txt](https://documentation.civalgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.civalgo.com/documentation/operations/plan-a-resource-on-a-project.md).

# 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](/documentation/management/create-a-project.md)

[Create a team](/documentation/resources/create-a-team.md)

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FwxzbNUS2PHVEheuC6CpR%2FRP%20EN%20Main.png?alt=media&amp;token=c609c795-39af-4251-b2ab-fa218bc855ec" alt=""><figcaption></figcaption></figure>

#### **Planning Overview** <a href="#vue-densemble-de-la-planification" id="vue-densemble-de-la-planification"></a>

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.

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FHoNRLNiZ0KXCImqTfT26%2FRP%20EN%20View.png?alt=media&amp;token=3daacf54-a619-4bdf-bf52-98176edd1d70" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FcRSM4UT4ZidqjgLNCTPc%2FRP%20EN%20Plus.png?alt=media&amp;token=171678af-fc97-40ca-9b68-e4eeca08b84e" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FfIBe5bkAZqIF7hcUi0VI%2FRP%20EN%20Arrow.png?alt=media&amp;token=58e2d0eb-7909-490f-bfe2-6005c34af3fe" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FallXuiaZUR6wtDm71vk1%2FCleanShot%202025-10-17%20at%2011.08.57.png?alt=media&amp;token=caedfebe-6f94-44b0-8f02-f96160513c96" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FlKpPXam8HG6efbWreqmt%2FCleanShot%202025-10-17%20at%2011.10.45.png?alt=media&amp;token=56a11262-0f9b-4c27-b315-69d7fb807249" alt=""><figcaption></figcaption></figure>

### **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!**
