Create Work Plans
Expand a member's row and click any white box to build out work plans, specifying project, phase (if needed), and hours allocated.
Use the black lock icon to select which value is your constant value when creating the work plan
% of day
hours/day
total hours
Enter the Start + End Date for your work plan
The other fields will adjust according to your work plan specifications
Note:
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.
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.
The maximum date range for the Work Plan is 125 years (updated Feb 14,2024)
Work Plans on a Phase vs. a Subphase vs. a Work Category
Example of a Work Plan on a Phase Only
Example of a Work Plan on a Phase with Subphase
Example of a Work Plan on a Phase with Work Category
Example of a Work Plan on a Subphase with Work Category
Personal Time Off Work Plan
Adding Personal Time Off: Click on the calendar to add a Work Plan and select the Personal Time Off project.
When creating a Work Plan, you can hover over any day in the calendar to see the staff member's availability, including upcoming PTO days and holidays, to ensure staff have the necessary availability before creating the Work Plan.