You can access user settings from Planning by clicking on the pencil icon next to a specific user or via the User section by clicking on the user name.
Please note that only users with roles such as Team Leader, Managing Director, CFO, or Admin have permission to modify Daily capacity settings.
Navigate to the Planning & Utilization section that allows you to control how the user is involved in resource planning and utilization tracking.
Setting Up Planning and Utilization:
Visibility in Planning:
Check the checkbox "Show user in planning" if you want the user to be available for resource planning.
Color Assignment:
Set a color for the user. This color will be used in the calendar to represent all capacity allocations by this user. Each user can adjust their profile color by clicking on "My Profile" in the upper right corner of the screen.
Daily Capacity in Planning:
Specify the Date Range: Enter the start and end dates for this planning period.
User Status: Choose whether the user is active or deactivated. Deactivated users cannot log in.
Planning Range: Select from three options:
Work Week (5 days): Capacity is planned over a standard 5-day workweek.
Whole Week (7 days): Capacity is planned across the full 7-day week.
Custom: Customize the daily capacity for each day of the week.
If you select Custom, click the Edit button to adjust the user’s daily capacity for each day of the week, then click "Apply."
Utilization Visibility:
Set whether the user should be visible in utilization reports.
Adding New Planning Periods:
To set a new planning period, click the +Add button, specify the date range, and enter the new capacity settings.
Remember to click Update to save all changes.