Master Planning

  • Master Planning Overview

    Available in: Enterprise and Premier Overview Master Planning streamlines resource management using a single, easy-to-use, visual interface. Unbou...

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  • Submit a Resource Request

    Available in: Enterprise and Premier NOTE In order to submit or reject requests, you must first have Resource Requests enabled in your Resource Ma...

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  • Approve or Reject a Resource Request

    Available in: Enterprise and Premier NOTE In order to submit or reject a request, you must first have Resource Requests enabled in your Resource M...

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  • Resource Side Panel Overview

    Available in: Enterprise and Premier NOTE In order to submit or reject requests, you must first have Resource Requests enabled in your Resource Ma...

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  • Master Planning: Resources

    Available in: Enterprise and Premier Overview The Master Planning page is divided into two main sections. The Resources List on the left side of th...

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  • Master Planning: Allocations

    Available in: Enterprise and Premier Overview The Master Planning page is divided into two main sections; to the right side of your resources and p...

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  • Master Planning Filters

    Available in: Enterprise and Premier Overview Master Planning has several available filtering options, depending on whether you’ve grouped by Team ...

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  • Master Planning Display Preferences

    Overview The type of resource planning information that appears in the Resource List or on the Allocations Timeline—including how it's displayed—is...

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  • Roles in Team Member View

    Overview When Master Planning is grouped by Team Member, the Resource List contains rows of unnamed resources and team members. Each resource row c...

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  • Add a Resource to a Project

    Available in: Enterprise and Premier Step-by-Step How to Add a Team Member to a Project Hover over Planning on the left-side nav bar and select Ma...

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  • Edit a Resource

    Available in: Enterprise and Premier Overview Master Planning allows you to change the role of a team member assigned to a particular project; you ...

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  • Change a Resource to Named or Unnamed

    Available in: Enterprise and Premier NOTE If Resource Requests are enabled in the Resource Management settings, you can not use the Add Member ico...

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  • Master Planning: Show and Hide Resources

    Team members may belong to projects without being allocated or scheduled—either because they have yet to be assigned, are not working directly on t...

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  • Delete a Resource

    Available in: Enterprise and Premier Step-by-Step How to Delete a Resource Hover over Planning on the left-side nav bar and select Master Planning...

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  • Add an Allocation to a Resource

    Available in: Enterprise and Premier NOTE Master Planning automatically accounts for individual time off, scheduled weekends, and company holidays...

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  • Edit an Allocation

    Available in: Enterprise and Premier Step-by-Step How to Edit an Allocation in Master Planning Hover over Planning on the left-side nav bar and ...

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  • Delete an Allocation

    Available in: Enterprise and Premier Step-by-Step How to Delete an Allocation in Master Planning Hover over Planning on the left-side nav bar and ...

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  • Shift Allocations

    Available in: Enterprise and Premier If you have an upcoming project that needs to be pushed back a few weeks due to unforeseen circumstances, Mave...

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