In this article you will learn:
1. What is Planner view?
Planner view combines several resource-allocation features in one place to help you plan and book your team’s workload more efficiently. It provides a flexible view where you can match tasks with the right people or resources.
Planner view consists of:
An overview of all Team board resources (people, machines, and locations).
A customizable task list.
A calendar view of tasks for time-based planning.
To book a resource using Planner view, drag-and-drop the resource from the resource panel directly onto a task.
Planner view supports saved searches, filters, and customized columns, so you can adapt it to your workflow.
2. How do I book resources in Planner view?
Use Planner view to filter, organize, and allocate your team’s resources efficiently.
Customizing Planner view:
Filter and customize Planner view to match your needs as a team lead:
Add relevant columns, such as Team Budget or Booked (h), by clicking on the Add field button found on the far right of the header columns.
Adjust column positions by dragging and dropping the column header to the desired position.
Adjust column widths to maximize visibility.
Filter your resources using the filter search bar located at the top of the resources panel to show only relevant resources.
Tip: Quickly fill resource gaps by using the Filter button located at the top right of the page to find all tasks without a booking.
Booking resources in Planner view:
Book resources to a task with drag and drop:
Locate the desired resource in the resources panel
Drag the resource to either the List or Calendar panels until the desired task is highlighted.
Drop the resource onto the task.
The assigned resource will then appear in the Booked resource column.
3. Who can use Planner view?
Access to drag-and-drop functionality depends on user permissions:
Users with Editing or Admin rights to the team board can drag-and-drop any resource onto any task within that board.
Users with Editing or Admin rights to individual tasks can only drag-and-drop resources onto tasks they have permission to.