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 the Managing Director, CFO or Admin role can change 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.
Colour Assignment:
Set a colour for the user. This colour will be used in the calendar to represent all capacity allocations by this user. Each user can adjust their profile colour by clicking on "My Profile" in the upper right corner of the screen.
Note: Allocation colours are tied to the user (person) who owns the allocation (see field 'Created by' when editing allocation) - not to the client or brand. There is currently no way to colour-code allocations by client/brand; each allocation simply displays in the colour assigned to that user's profile. See How to change the color of your allocations in Planning.
Daily Capacity in Planning:
Specify the Date Range: From / To: Enter the start and end date of this capacity period. Leave To empty if the period has no end date.
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."
Show in utilization report:
Set whether the user is included in the Utilization report for this capacity period.
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.