Resource Planning
App Admins: Can plan, update, and set recurring tasks for any team member.
Team Admins / Team Leaders: Can plan, update, and set recurring tasks for team members within their team.
Regular Users: Can plan, update, and set recurring tasks only for their own tasks.
👉 Refer to the Permission settings for details.
Resource Planning in TimePlanner helps you strategically assign team members’ time and skills by matching availability to tasks, balancing workloads, and managing recurring tasks, events, and leave requests. This ensures projects run efficiently without conflicts.
What you’ll learn:
Planning Tasks – Assign tasks to team members based on skills, availability, and current workload, ensuring appropriate allocation of work.
Recurring Tasks – Create and manage tasks that repeat automatically for consistency and time savings.
Updating Plans – Adjust task assignments and schedules as project needs change to keep plans accurate.
Planning Events - Schedule meetings, workshops, and milestones so the team stays aligned with overall timelines.
Requesting Leaves - Let employees submit time-off requests (such as vacation or sick leave), ensuring accurate scheduling and capacity planning.