In the Resource Planner, you can switch between four different layouts or perspectives (By Person, By Project, By Budget/Deal, and By Absence) to tailor your view and manage resources effectively.
Alongside layouts, you also have advanced options such as fields, filters, zooming, and the search bar to help configure your planner and navigate smoothly.
Changing Between Perspectives
Go to the Resourcing tab, select Resource Planner, and use the dropdown menu to switch between the four layouts. Each gives you a different angle on your team’s workload and bookings:
By Person: Focus on individual team members. See each person’s bookings, availability, and capacity. Ideal for balancing workloads and preventing overbooking or underutilization.
By Project: View bookings grouped by project. See which people are scheduled on each project and adjust allocations in the project context.
By Budget/Deal: Organize bookings by budgets and deals, whether or not they’re part of a project. Helpful for planning work tied directly to client budgets or sales deals.
By Absence: Track and manage time off, including vacations, sick leave, and remote work. Ensures resourcing accounts for upcoming absences.
📌 Tip: Switch perspectives anytime to shift focus from people, to projects, to budgets, or to absences in just a click.
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 (Beta)
The Search Bar allows you to quickly find specific team members or projects.
📌 Example: Search for users in Resource Planner > By Person.
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, Year, and Custom.
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
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 to move day-by-day or week-by-week
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.
Special Case: Quarter Layout
In the Quarter view, horizontal scroll is available:
On larger screens, view all three months at once
On smaller screens, scroll through the months
Bookings appear in day-sized blocks for better visibility
Advanced Options (Beta)
Explore additional functionalities by navigating to the rightmost gear (⚙️) icon.
Here, you'll find advanced options such as:
Week numbers: Display week numbers to keep track of planning periods more easily.
Stack bookings: Organize overlapping bookings vertically within the same row, creating a more compact and readable view.
Show project colors: Display project colors and logos to visually differentiate between projects at a glance.
Show all holidays: View holidays from all assigned calendars across your organization—not just the user’s own—so you can plan around non-working days more effectively.
Capacity indicators: Use heatmaps to visualize availability. Red signals overbooked users, while green indicates balanced workloads. Options include:
Show hours: Displays the total number of hours a person is booked across all budgets per day.
Extended: Shows detailed capacity indicators without hour values.
Compact: Displays minimal heatmap shading without hour values.
Hide indicators: Turns off heatmap visuals entirely.
Include tentative: Choose whether tentative bookings are factored into capacity calculations.
Density: Adjust column width to suit your planning style. Use narrow columns to fit more time on screen or widen them for better visibility of shorter bookings.
Manage placeholders: Add, remove, or reassign placeholders to plan upcoming work before assigning real people.
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!
