What is scheduling?
Scheduling is a tool that enables you to do high level time allocations for your entire team.
Why is scheduling important?
You can’t be efficient without a good scheduling workflow. How do you know who’s going to work on what project and for how long? What if someone gets sick and you need to assign the project to someone else? Who’s available? Who’s going to be available in 4 days, 4 weeks, 4 months?
Scheduling answers all of these questions for you, and the important things about it are:
- You know exactly who works on what and for how long
- You can include sick-leave, vacations and off-time into your schedule
- You can distribute the workload better and prevent burnout
- You’ll have a report saying how many vacation/days off people spent
- Time tracking becomes easier - every scheduled event automatically becomes a timetracking suggestion
- You don’t need to use external tools (like Hub Planner or Float). Scheduling is now available in Productive at no additional cost.
- Scheduling sets the ground for forecasting/prognosis we plan to add in the future, so you’ll know exactly how much revenue/profit you’ll have 3, 6, or 12 months in the future.
How can I schedule someone on a project?
First of all, you need to have the Manager or Admin role to manage scheduling.
Go to the Time section and switch to the Scheduling tab. Here you’ll have a list of all your employees and contractors.
Simply click on the square where you want the schedule to start from and drag the line into the future for as long as you want.
You don’t have to be precise about the exact dates. You can always tweak start and end date in the pop-out dialog. To save the booking, you’ll need to fill out two things: the project you're scheduling someone to, and a specific service on that project.
If your project and budget don’t have any services yet - don’t worry, Productive automatically creates a new placeholder service called Open hours on any newly created budgets so you’ll always have something to schedule against.
To change something in the schedule, click on the booking and select an action you need from the menu.
I understand that you can schedule someone on a project, but what is an event?
Events are company defined off-times. It’s usually a vacation, sick leave, maternity/paternity leave, sabbatical, unpaid leave etc.
It’s important to include those in your schedule so you have 100% accurate availability information. For example, you schedule someone’s vacation 3 months in advance. Chances are you’ll forget about it in the next couple of weeks. But, you won’t be able to schedule this person on a project in that period because the slot is taken.
You’ll need to create all the events you want to track in the schedule. Go to your organization settings and find Time Off.
Scroll down to events and click + Add event
An event can either be paid (sick leave, vacation…) or unpaid (sabbatical, unpaid leave…). By “paid” here we mean - does the company pay the person for that time-off.
Put down everything that’s relevant for your company’s schedule on that list. Paid events automatically get “timetracked” so that all your cost reports are correct.
How is this going to reflect on time tracking?
Time tracking becomes much more simpler and easier to use:
- The user interface has been stripped to the bone, meaning you can be done with tracking your time in just three steps. Select a project you were working on and a service, put down some time and you’re done.
- Every booking you make in the schedule automatically appears in My time as a suggestion, meaning you can track your time not in three steps, or two steps but in just one click of a button. Click on the booking you want to track time for and everything else will be prefilled for you - project, service, time - it all comes from Scheduling.
You can switch between several scheduling views:
You can also Zoom out if you want to have a clearer overview.
Click on Settings to:
- show Project Colors
- show Capacity Indicators (red means the person is overbooked, yellow means underbooked, while transparent means the person is booked within they capacity)
- toggle Compact indicators to show capacity in hours or just colors