You can use project planning to schedule your employees on your projects.
To get to the project planning, click on "Planning" in the menu bar and then on "Projects" in the metabar. It is also possible to switch to "Team planning" and "Absence planning" via the metabar.
No time to read the whole article, just take a look at the short video, how to assign employees to a project:
Overview
A colored row is displayed for each project. By the gradation of the project color you can see whether employees are assigned to the project or not.
White: The project has already ended or has not yet started in this period
Light project color: The assigned employees are already scheduled, but still have capacity.
Dark project color: Employees are scheduled within this project period
Note: By default, you can only access the project planning as "Admin" or "PM". Optionally, you can enable read access for your entire team in the General Settings.
Assign employee
To schedule an employee to a new project, select the desired project and click on the "+" to assign a user to this project. You will get a list with all your employees and their availability.
Select the filter to limit the list of employees and specify your choice. You can filter by staff, teams or skills/tags.
The list of employees is sorted by the one with the highest availability for the selected scope. You can also move the planning scope as you like.
After changing the planning scope, please make sure to press the refresh button next to the search field, so the sorting of the employees matches the current planning scope.
By hovering over the board and clicking on the scope, you can assign the employee to the project. Now in the assignment mask you can make some more adjustments, if you like. In addition to the hours per day or a total number of hours, you can also select a start and end date for the planning entry.
If you have created the planning entry for an incorrect user, you can change it later. You can use the comment field to enter additional information such as more detailed instructions. Complete the creation by clicking the "Save" button.
You can easily move, extend or shorten planning entries in the planning overview using drag and drop.
Any questions?
If you still have questions about project planning, please contact our support directly here in the chat or via E-Mail. We will be happy to help you at any time.