Work Plan Page

Offers a clear overview of your upcoming work plans

On the Home page, the work plan widget shows your capacity for the current week and a snapshot of your current work plans.

On the Work Plan page, you can see your Work Plans for the next two weeks.

The Work Plan bar will be the same color as the Project and will display information such as the Project name, Phase name, Work Category name, total hours and capacity of the section.

Click the left or right arrow to change the dates. Your total planned hours will show at the bottom of each day.

Create Work Plans

Learn more about creating Work Plans

Modifying Work Plans

Learn more about actions you can take on the Work Plans

Share your Work Plans

To share your Work Plans

  1. Click Send at the top of the page.

  2. Click the 0 People button to select the members to receive the Work Plans. Use the search function to find members by name, then click Done when finished.

    Click All Workload Viewers to select all members on the list.

  3. Click the date to choose the week of Work Plans to share. Click Done to close the calendar.

  4. Click Send in the modal to complete the process.

Did this answer your question?
😞
😐
😁