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Planner & Utilization Charts
Planner & Utilization Charts
Planning and forecasting for your company
Lyssa Parisella avatarShannon Toe avatarTina Chan avatar
By Lyssa and 5 others6 authors23 articles

Planner Basics


Project Planner overview
People Planner overview
Searching and filtering
Scenario Planning
Group utilization charts

Assignments


Managing assignments
Editing assignments - the right-click menu
Transferring assignments
Transferring placeholders
Cloning assignments
Weekend assignments
Assignment notes
Non-billable assignments

Charts


How do Charts Work (Video)
How to Use Charts
Calculations for Capacity Chart
Calculations For Availability Chart
Calculations for Utilization Chart

FAQs


How do I view the Planner in FTEs?
How is workload calculated?
How to delete roles with no people on the Project Planner?
Can I add assignments by percentage?
Why can't I see the actual hours on the Project or People Planner?
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