Planning

You can follow up your planned projects under Follow-up - Planning. The overview is divided into three views: Project overview, Resource overview and My workload. You can easily switch between these in the menu on the left.

Keyboard Shortcuts

Depending on the selected overview, the projects or users are displayed on the left. To open up to a lower level, you can either click the row or use keyboard shortcuts.

Hold Ctrl + click on the row = All lower levels of the row are opened/closed

Hold Ctrl + right-click on the row = All sublevels open/close for all rows

Adjust Planned Time

At the bottom level it is possible to adjust the planned time. Click on the time you want to adjust, enter the new time and click on "Save". The adjustments will update the planned time.

Impact when Adjusting the Planned Time

• If there is a planned time in the project, the planned time is updated when adjusting it in one of these views. If there is no planned time, both the planned time and the start and end dates are updated based on the selection in the follow-up view.

• The start and end dates are automatically extended for the planning if new time is added outside the original period.

• If the view is displayed as a percentage and you type 25%, the system will calculate the user's normal working time (excluding any base load).

• In this view, you can only adjust the planned time for one person already planned in the project. If you want to schedule more people, you need to do this in the project planning on the project.