The Planning page is a fantastic resource to help you with capacity planning, understand the workload of each member on your team, and quickly reassign work. This page is only available to users with with level 2 (all client access) and 3 (full access).
Remember, the information you'll see on the Planning page will only be accurate if each task within a project has a budgeted time.
The Planning Page Structure
When landing on the Planning page, you'll see a five week view, with the current week highlighted in a light purple shade. You can always go back and see previous weeks or forward to see upcoming weeks.
At the top of this chart, you'll see the combined total of all budgeted work for your team, referred to as Team Allocation. Underneath this, you'll see the total budgeted time for each member of your team, including unassigned tasks.
You can also click on a member of your team to see where their workload is going, based on client.
By clicking on the client, you'll see a tile representing the amount of tasks due this week and the total time of those tasks.
Click on the tile to see all of the tasks within a specific project that's due this week.
To reassign all of the tasks due this week, go ahead and change the assignee from the drop down menu.
Keep in mind, changing the assignee will update all of the tasks due for that week within a project. So, if you only want to reassign less than all of them, you'll have to go into the project to do so.
Overall, the Planning page is a fantastic place for you to reassign tasks in existing projects to better distribute labor on your team or extend deadlines if a specific member of your team has either too much or too little work.
Adjusting Budgeted Time
If you need to reallocate work from one member to another (including the unassigned work), this tool is going to be a game changer in helping you efficiently doing so. In order to add or edit the budgeted time for each task in a project, follow these steps:
Go to the Projects page
Click on the project whose task you'd like to edit
Click the individual task and select the edit pen to edit it
Under Budgeted time (minutes) add the minutes budgeted for the task (example: 240 = 4 hours)
Save by clicking Update task at the bottom of the window