Who can see and plan the schedule

Three settings decide who can plan work and how much of the plan members see.

Where

Workspace settings, General, Scheduling

Who

Owner and admins

Plan

Pro

SettingChoicesStarts as
Activate schedulingOn / OffOn
Who can create assignments
Whoever can create makes drafts. Only admins publish.
Admins / Admins and project managers / AnyoneAdmins
Whose assignments a member can see
Published ones only, in every case.
Their own / Their own team / Everyone in the workspaceTheir own

What each person sees

  • Owner and admins: everything, drafts included.
  • Team managers: their team’s published assignments.
  • Project managers: the published assignments of people planned on their projects.
  • Members: their own published assignments, or more if the setting allows.
  • Nobody sees another person’s draft.

Amounts on the board

Blocks can show the money an assignment is worth. Only people allowed to see rates and amounts see it. That is set in Workspace settings, Permissions.

Change a person’s capacity

On the Team view, open the menu on a person’s row and choose Edit capacity to set how many hours a day they are available. It is the same daily capacity as on the Team screen.

When scheduling is off

The Schedule screen and the Assignments report are hidden.