Productive

Everything about managing and optimizing resource allocation, bookings, and team availability in Productive.

Resource Management

Plan your resources by booking people for services or time off, monitor their capacity, and use placeholders for easier future hiring.

What is the Resource Planner?

Learn the difference between capacity and availability. Find out how cost rate, holidays and time off affect both of these numbers.

Capacity and Availability: Everything You Need to Know

Check out how resourcing and bookings help you track time via time-tracking suggestions in a couple of clicks.

How the Resource Planner Helps with Time Tracking

Track team capacity and resource allocation with Productive's capacity indicators.

Capacity Indicators

Some bookings in the Resource Planner may seem to be missing details. Find out why this happens.

Limited Booking Visibility in the Resource Planner

Booking notifications in Productive improve the understanding of your schedule and assignments, ensuring you never miss important updates.

Booking Notifications

Resourcing Overview

Learn how to manage holiday calendars in Productive to ensure accurate capacity, availability, and support for global teams.

Managing Holiday Calendars

Set different holiday calendars across subsidiaries or per person.

Configuring Holiday Calendars for International Teams

Learn how to manage national holidays across your organization.

Holiday Calendars

Learn how to make bookings and schedule people on budgets and sales deals in the Resource Planner.

How to Book (Schedule) People for Services in the Resource Planner

Use Placeholders to plan and add users without access to Productive to the Resource Planner.

Placeholders

Learn how to fine-tune your booking details like the time allocated, see how much time you already booked, and split or repeat a booking.

Booking Details Explained

Manage your team's time off in the Resource planner, including vacation and sick leave.

Adding Absence Bookings in the Resource Planner

Learn how to manage time-off bookings that overlap with existing project bookings.

Resolve Time-Off Booking Conflicts

Learn how to move multiple bookings in the Resource planner at once.

Managing Bookings: Bulk Editing and Moving

Get a detailed insight into the editing history of your bookings.

Viewing Booking History

Create tentative bookings (soft allocations) in the Resource planner.

Tentative Bookings

Learn how to set up and manage repeating bookings for team members to simplify recurring schedules.

Managing Repeating Bookings

There are a few reasons why you may be unable to add a booking for a service in the Resource planner. Let's see what they are!

Can't Add a Booking in the Resource Planner?

Booking Management

Learn how to view team absences from the project perspective in the Resource Planner and who can see this information.

Viewing Team Absences in the Resource Planner

Switch between People, Projects or Time off, and set up different advanced viewing options in the Resource planner.

Managing the Resource Planner Layout

Get key information about your bookings directly in the Resource planner.

Using Fields in the Resource Planner

Learn how to add custom fields to bookings in the Resource planner.

Managing Bookings with Custom Fields

Understanding How Filters Work in the Resource Planner

Resourcing View and Layout Customization

Find answers and get help from Intercom Support and Community Experts

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