SECTIONS
Work planners enable you to plan project work easily by viewing assignments and resource requests grouped by project or by resource, and quickly viewing a resource's details and their scheduled work.
The following work planners are available from a Lightning app page or Lightning home page, if added by an administrator:
- Line Manager Work Planner
- Project Manager Work Planner: this work planner is also part of the Project Management workspace
- Resource Work Planner
For more information, see Setting up Work Planners or contact your administrator.
Work planners contain the following views:
- Scheduler: Lists assignments and resource requests grouped by project or resource over time. This gives a good overview of what a resource is due to work on at a particular time.
- Grid: Lists assignments and resource requests grouped by project or resource. Also shows the number of scheduled hours a resource is due to work each day on the corresponding assignment or resource request and indicates if a resource is over-allocated. This view enables you to view and update the hours per day on assignments and resource requests to make sure resources carry out the right amount of work at the right time.
For more information, see Using Work Planners.