The Resourcing Schedule view provides a comprehensive, visual overview of your team’s project allocations. It allows you to:
Spot over-allocations
Adjust assignments
Balance workloads
Optimize team efficiency and ensure timely project completion
Accessing the Schedule view
Navigate to the sidebar: More > Productivity > select Resourcing.
Select the Schedule tab:
Here you can see a summary of your team's schedules and project allocation.
Reviewing Project Allocations
Each team member’s allocation across projects appears in a single row.
The row length corresponds to the duration of each project allocation.
Projects are color-coded for easy differentiation.
Tip: To customize project colors:
Go to Projects
Select the desired project
Click the color box next to the project title
Identifying over-allocations
Over-allocations are displayed visually: a row longer than usual indicates a team member is scheduled for more hours than standard.
Example: 16 hours in a day will extend the row proportionally, signaling an over-allocation.
This helps managers redistribute workloads efficiently.
Tracking Time Off
Time off is displayed as diagonal lines within each team member’s schedule.
Easily identify when someone is unavailable due to vacation, leave, or other absences.
To add time off allocations, follow the steps outlined here.
Reassigning project allocations
Click on the allocation you wish to reassign
Choose a different team member
Select Update Allocation
The allocation now reflects under the new team member’s schedule.
Adjusting the Schedule
Drag and drop allocations to different days to balance workloads across the team.
This feature provides a visual, editable overview of assignments, helping ensure no one exceeds capacity.
This feature provides a clear overview, allowing you to quickly allocate projects and adjust your team’s schedule as needed. It helps ensure your team stays within their capacity and gives you better visibility into their workload.