Planner Settings

The Planner Settings allow you to tailor your work planning to your exact specifications, ensuring you have the best workflow possible. These settings contain both Personal and Organization Settings.

Settings selections save and will hold for future use. These changes only affect your individual account and do not affect the rest of your Organization.

Personal

• Work Plan Hours Display: This controls what number will populate on the work plans already entered. You can view this by Total Hrs or by % of Capacity

  
  

• Default Weekly Planning: This controls the default planning configuration for work plans. To Plan by Weeks, select Enabled. To plan by Day, select Disabled.

  

Organization

Only Admins can access Member's Capacity and Holidays in organization settings.

• Edit Member Capacity takes you to Organization Settings where you can edit each member's default capacity policy Read more about Member's Capacity here

• Edit Holidays takes you to Organization Setting page where you can add, edit or delete holidays. Read more about Holidays here