Use the Planner
See and plan work per day, week or month, in a table or on a timeline.
Planner is called My plan for a technician and Team plan for a Manager. Along the top: Table or Timeline; Day, Week (default) or Month with Today and arrows; and Show upcoming for forecast work from recurring plans.
Table view
One row per technician with Name, Capacity, Absence, Available, Planned, Utilisation, Unestimated and, when shown, Upcoming. A cell such as "1.50h / 25 %" gives planned hours and the share of that day's capacity. A small number in a cell means some work there has no estimate, so the figure is too low. A technician sees only their own row. "Your schedule is set by a manager." means nobody has set your working hours yet.
Timeline view
An Unassigned lane at the top, then a lane per person. Ticket bars are solid. Recurring forecasts are dashed with a recurring chip; the ⋯ menu shows Occurrence details.
- Drag your own ticket bars to another day in your lane.
- Drag a bar's ends to change its start or target date.
- Use ⋯ Move… to set Target date, Start date, Start time, Target time, Estimate (hours) and Priority, then click Move. Using it on an unassigned ticket assigns it to you.
A Manager can plan anyone's work: every lane accepts drops and Move… offers an Assignee. Managers also choose People to show and open Technician schedules.
If your company has Juvaro HCM, absence is shown and subtracted. The Planner works from each ticket's Estimate, Start date and Target date.