Productive

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

Resource Management

Plan your resources by booking people for services, tasks, or time off. Monitor capacity and use placeholders for future hiring.

What is the Resource Planner?

Learn who can see and manage bookings in the Resource Planner, and how default access works for each permission set.

Resource Planner Access and Permissions

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

Workload, service scheduling, and task scheduling support different planning approaches. See which fits your team best.

Workload, Resource Planner, and Task Scheduling: What's the Difference?

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

Learn how the budget and deal timeline track works in the Resource Planner's By Budget/Deal view.

Understanding the Budget/Deal Track in the Resource Planner

Learn how to fine-tune your booking details, see how much time you've already scheduled, and manage bookings after saving.

Booking Details Explained

See how many hours remain on a service when creating or editing a booking. Updates in real time based on your organization's settings.

Left to Schedule in the Resource Planner

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

Placeholders

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

Tentative Bookings

Set a booking to repeat automatically so you don't have to recreate it manually each time.

Managing Repeating Bookings

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

Viewing Booking History

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

Managing Bookings: Bulk Editing and Moving

Manage your team's absence in the Resource Planner, including vacation, sick leave, and remote work.

Adding Absence Bookings in the Resource Planner

Learn how to manage bookings that overlap with approved time-off bookings in the Resource Planner.

Resolve Time-Off Booking Conflicts

There are a few reasons why you may be unable to add a booking for a service in the Resource Planner.

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

Group and sort rows in the Resource Planner by role, project, client, and other fields to organize large views.

Grouping and Sorting Rows in the Resource Planner (Beta)

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

Managing Bookings With Custom Fields

Learn how filters affect what's shown in the Resource Planner, including a toggle to hide bookings not covered by the filters.

Understanding How Filters Work in the Resource Planner

Resourcing View and Layout Customization

Learn what bookings on tasks are, how they differ from regular bookings, and when they make sense for your team.

Bookings on Tasks: Overview and When to Use Them

Learn how to create a booking directly from a task, which fields prefill automatically, and what the scheduling badges show.

Creating Bookings on Tasks

Edit, convert, or delete task bookings, schedule multiple people or services on one task, and see task bookings in the Resource Planner.

Managing Bookings on Tasks

Understand the Total Scheduled, Future Scheduled, and Unaccounted Time badges on task bookings, and how they differ from service badges.

Task Scheduling Badges Explained

Understand how task and booking dates stay in sync, and what happens when tasks are moved, extended, or shortened.

How Task and Booking Dates Stay in Sync

Open the Tasks panel on a project's Resource Planning tab and drag tasks or key tasks onto a person's schedule to create a booking.

Booking Tasks From the Project Resourcing Tab

Plan and schedule work directly from tasks while keeping services, budgets and deals, and the Resource Planner in sync.

Bookings on Tasks

Request and assign resources across budgets and deals by connecting project managers and resource managers in one clear workflow.

Working With Resource Requests

Create resource requests with clear timing, allocation, and skill requirements, and track their status from your budgets and deals.

Requesting Resources as a Project Manager

Create resource requests with AI directly from a prompt, a service, or a budget, instead of filling out the request form by hand.

Creating a Resource Request Using AI (Beta)

Review, discuss, and resolve resource requests using availability, skill match, and preview assignments before creating bookings.

Resolving Resource Requests as a Resource Manager

Understand who can create, resolve, and follow resource requests, and how notifications and subscribers work.

Resource Request Permissions, Notifications, and Subscribers

Track how resource requests are created, resolved, and distributed across your team using the Resource Requests report.

Reporting on Resource Requests

Learn how to create, manage, and resolve resource requests, as well as handle permissions and notifications.

Resource Requests

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