In the Resource Planner, you have the flexibility to switch between three different layouts or perspectives (By Person, By Project, and By Absence) to tailor your perspective and make resource management a breeze.
Besides that, you have access to advanced options to help you configure the resourcing layout and use features such as fields, filters, zooming in and out, and the search bar for smoother navigation.
Changing Between Perspectives
Navigate to the Resourcing tab, select Resource Planner and use the dropdown menu to switch between By Person, By Project, and By Absence.
This allows for better resource allocation and planning as you can shift your focus to projects, people, and booking time off in just a click.
In the Resource Planner, you have the flexibility to switch between three different layouts or perspectives: By Person, By Project, and By Absence.
Each perspective is designed to give you a different view of your team's resources and bookings, helping you plan and manage workloads effectively. Here's how each perspective can be best utilized:
By Person: This perspective allows you to focus on individual team members. You can quickly see each person's bookings, availability, and capacity. It's ideal for managing your team’s workloads and ensuring no one is overbooked or underutilized.
By Project: This new view replaces the older "Projects" layout. It now lists budgets, deals, and projects (if linked). This perspective is great for managing resourcing for services that are part of budgets or deals, giving you a clear view of how time is being allocated. You can filter by budget, deal, or project, making it easy to focus on specific types of work.
By Absence: Use this perspective to track and manage team members' time off, including vacations, remote work, and other planned absences. This ensures you can account for any time off while planning resource allocations.
Adding Fields
In the Resource Planner, fields help you organize and categorize information, by including or excluding information visible in your view, such as the person's availability, capacity, and the ratio between the two, for example.
📌 Tip: Select fields and save the new view to your list of resourcing views.
Sorting Options
The Sort function allows you to arrange information based on added fields either in ascending or descending order for better organization and clarity.
Using Filters
Filters allow you to narrow down the displayed information based on specific criteria, such as viewing bookings for a particular project, team member, or date range.
📌 Similar to adjusting fields, after adjusting the filters, save the view for easier access later.
👉 Find out more about filtering and how bookings are shown in the Resource Planner here.
Search Bar
The Search Bar allows you to quickly find specific team members or projects.
📌 Example: Search for users in Resource Planner > By Person.
📌 Example: Search by project, budget, or deal name in Resource Planner > By Project.
Zoom Levels and Navigation (Old Behavior)
Zoom In and Out (Legacy Behavior)
The older Zoom In/Out buttons (– and +) let you adjust how much of the schedule you could see. The number of visible days depend on your screen size.
Next and Previous Week
Use the Previous week and Next week arrows to move through time in 7-day steps. Select This week to jump back to the current view.
📌 The updated behavior is described in the paragraph below.
Zoom Levels and Navigation (Beta—New Behavior)
Strategic Zoom Levels
The old zoom buttons are being replaced with clearer options: Week, Month, Quarter, Half-year, and Year.
This lets you quickly switch between granular and long-term planning depending on your needs.
For example:
Use Week to focus on day-to-day bookings.
Use Half-year or Year to get a high-level overview of long-term resourcing.
📌 With longer zoom levels (year and half-year), time is grouped by weeks. You’ll see total booked hours per week instead of per day, making it easier to track workloads over time.
📌 When planning across longer periods, bookings are created in week-sized blocks by default—but you can still fine-tune dates manually.
Field Timeframes
Previously, you could manually define the timeframe for fields in the upper left (like availability or capacity).
Now, the displayed values automatically adjust based on the selected zoom level and visible dates—no need to configure this yourself.
Moving Through Time (New Navigation)
Horizontal scrolling has been removed. To navigate left and right through time:
Use the arrow buttons above the calendar.
Or use your keyboard arrows for quicker navigation.
You can still scroll vertically through the list of people or projects as before.
📌 The legacy horizontal scroll will no longer be available. The new method ensures smoother navigation and consistency across zoom levels.
📌 Tip: In the Quarter layout, you can use the navigation or keyboard arrows to move through time. Horizontal scroll is also available within the quarter—so you can view all three months at once on larger screens, or scroll through them on smaller screens.
Advanced Options
Explore additional functionalities by navigating to the rightmost gear (⚙️) icon.
Here, you'll find advanced options such as:
Stack bookings: Helps you manage overlapping bookings making the bookings overview more compact.
Show project colors: By displaying project colors and logos, it's easier to distinguish between projects.
Show all holidays: Stay informed about holidays from all calendars within the organization to help you better plan and organize your team's time.
Show capacity indicators: Visualize team capacity with heatmaps, where red indicates overbooked resources and green signifies a balanced workload. Toggle between default and compact views for optimal visualization.
Show hours: View the total hours booked for a single person across projects.
Manage placeholders: Coordinate project and resource management by handling placeholders.
Show absences (In Resource Planner > By Project): View employees' absences while scheduling.
Transparent Bookings in the Resource Planner
When certain filters are applied to your view in the Resource planner, bookings falling outside the filtered criteria will appear transparent.
For a clearer overview, switch on the "Show only filtered bookings" toggle and any transparent bookings will be removed (applicable while organizing bookings in Resource Planner > By Person, Resource Planner > By Project, and Resource Planner > By Absence.
👉 Find out more about filtering and how bookings are displayed in the Resource Planner here!
