Planning

  • Enable New Master Planning

    [ Enterprise | Premier ] How to Enable the New Master Planning Account Administrators now have the ability to enable the new Master Planning interf...

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  • Master Planning Overview

    [ Enterprise | Premier ] NOW AVAILABLE! The new Master Planning update is now available at no additional cost. Before you update, however, it's im...

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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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 Mas...

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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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