Planning

  • Change a Resource to Named or Unnamed

    [ Enterprise | Premier ] Step-by-Step How to Change an Unnamed Resource to a Team Member Hover over Planning on the left-side nav bar and select M...

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  • Master Planning Overview

    [ Enterprise | Premier ] Overview Master Planning streamlines resource management using a single, easy-to-use, visual interface. Unbound visibility...

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  • Master Planning: Resources

    [ Enterprise | Premier ] Overview The Master Planning page is divided into two main sections. The Resources List on the left side of the Master Pla...

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  • Master Planning: Allocations

    [ Enterprise | Premier ] Overview The Master Planning page is divided into two main sections; to the right side of your resources and projects list...

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  • Master Planning Filters

    [ Enterprise | Premier ] Overview Master Planning has several available filtering options, depending on whether you’ve grouped by Team Member or Pr...

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  • Add a Resource to a Project

    [ Enterprise | Premier ] Step-by-Step How to Add a Team Member to a Project Hover over Planning on the left-side nav bar and select Master Plannin...

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  • Edit a Resource

    [ Enterprise | Premier ] Overview Master Planning allows you to change the role of a team member assigned to a particular project; you can also cha...

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  • Delete a Resource

    [ Enterprise | Premier ] Step-by-Step How to Delete a Resource Hover over Planning on the left-side nav bar and select Master Planning. On the Mas...

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  • Add an Allocation to a Resource

    [ Enterprise | Premier ] NOTE Master Planning automatically accounts for scheduled weekends and company holidays assigned via Settings > Schedu...

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  • Edit an Allocation

      [ Enterprise | Premier ] Step-by-Step How to Edit an Allocation in Master Planning Hover over Planning on the left-side nav bar and select Maste...

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  • Delete an Allocation

    [ Enterprise | Premier ] Step-by-Step How to Delete an Allocation in Master Planning Hover over Planning on the left-side nav bar and select Maste...

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