Back

Project Planning View: Plan, Assign & Manage Resources Efficiently

Efficiently assigning work hours is key to proper project planning and effective team management. This step-by-step guide walks you through how to assign hours to employees using the Schedule tab within a project, how to view assigned hours, and how to make changes when needed.


 

How to Assign Hours

  1. In your sidebar go to Projects → Click on the Schedule tab
  2. Use the project filter at the top if you want to display a specific project only
  3. Locate the employee to assign hours to and click the “+ Assign” button
  4. A right-side panel will open
  5. Fill in the following:
    1. Project and Subproject
    2. Date Range: From when to when
    3. Hours per Day: Set the time you want to assign
    4. Optional: Include Saturdays or Sundays if needed
    5. Employee: Confirm the right person is selected or add more employees if you want to assign them as well
  6. Click Save 

 

Visibility After Assigning

Once saved:

  • Assigned hours will appear on the schedule with a daily breakdown.
  • You’ll see warnings if employees are over capacity (e.g., 9h or 10h/day).
  • You can hover to see details or make edits by clicking on the assigned hours.

 

Edit or Remove Assignments

  • Click on an assigned block of time.
  • Adjust dates, hours, or remove the assignment.

 

Coming soon:

  • Sync with Contracts: Visualize employee information such as contract type, working hours per week, and rate per hour
  • Sync with Time Off & Availability: Visualize time off, bank holidays, or sick leaves.
  • Workload management: Visualize % of available capacity and % of overcapacity
 

 

 

Was this article helpful?

Give feedback about this article

Can’t find what you’re looking for?

Our customer care team is here for you.

Contact us

Knowledge Base Software powered by Helpjuice