Create Work Plans
Click any empty box to build out work plans
Work Plan Modal will open. Here you can select Member, Project, Phase/Subphase or Work Category (if any). You can enter description for this Work Plan.
Enter hours for the Work Plan. Use the black lock icon to select which value is your constant value when creating the work plan. If plan by weeks is selected, the whole week will be automatically selected when you click any day of the week.
Select the start and end date of the Work Plan, or enter number of workdays from the start date.
Work Plans must have a minimum value of 0.0001 Hrs/Day, or 1 hour for every 10000 workdays. Work Plans imported from CSV Import or from integrations are excluded from this limit. The maximum date range for the Work Plan is 125 years (updated Feb 14,2024)
Optional fields:
If the Work Plan has not finalized yet, you can mark it as Tentative.
Projects with Proposal statuses will have tentative work plans by default. Updating the status of a Project/Phase does not affect the existing Work Plans.If the Work Plan has associate Tasks you can select to use Task Hours.
Set a time on the Work Plan when you work on the Project.
Work Plans on a Phase vs. a Subphase vs. a Work Category
Example of a Work Plan on a Phase Only: Displays the Project title "Costco Project" and a single Phase "Documentation," along with the Phase number.
Example of a Work Plan on a Phase with Subphase: Shows the Project title "Main project," along with two Phase names and their numbers: "Report" and "Office Management."
Example of a Work Plan on a Phase with Work Category: Displays the Project name "2024 project," along with the Phase name "Phase 3" and the Work Category name "Meeting." The Work Category is represented by a solid diamond icon, and Work Categories do not have numbers.
Example of a Work Plan on a Subphase with Work Category: Displays the Project name "Main project," along with the Subphase name "Training" and the Work Category name "Presentation." The Subphase is represented by a doubled diamond icon.
Time Off Work Plan
Adding Personal Time Off: Click on the calendar to add a Work Plan and select the Time Off project. The Work Plan default will be all day.
When creating a Work Plan, hovering over any day in the date picker reveals the staff member's availability, including upcoming time off and holidays, ensuring they are available as needed before finalizing the plan.
Account for Weekends, TO days and Holidays
When creating a Work Plan that includes PTO or holidays, the days will be excluded from the work weeks and workdays value.
Work Plan with Holidays
Work Plan with TO days
Work Plans with Working Weekends checked
