To access these settings, navigate to your profile icon in the upper right corner, click on 'Settings' and select 'Planning & Utilization' under the Workspace settings menu.
This comprehensive set of planning and utilization settings is designed to provide Admins with the tools they need to tailor the planning experience to their agency’s unique processes, ensuring a smooth and efficient management of team resources and project planning.
Configuring Resource Planning Settings:
Working Hours: Define the standard work hours that will apply when calculating time-offs and daily availability.
First Day of Week: Customize the calendar view by setting which day marks the beginning of your week across Allfred.
Default Daily Capacity: Establish a standard daily capacity for planning purposes, setting a baseline for user availability.
Default Specific Time Planning: Opt to have the "specific time" option as the default setting when allocating resources.
Hide Daily Capacity Summary: Decide whether to display the daily capacity summary for the team, affecting only users with 'User' roles.
Automated User Alphabetical Ordering: Users in Planning are automatically sorted alphabetically. When this option is on, any manual changes to the order of people in Planning are reset. To arrange people manually, keep this option off.
Disable Home Office Planning: If necessary, prohibit users from scheduling home office time within the Resource planning section.
Auto Bottom Sorting: New capacity allocations without a specific time will automatically sort to the bottom of the daily list.
💡 Public holidays that fall on a working day automatically reduce a user's available daily capacity in Planning.
Customizing Default Planning View Settings:
Card Color: Choose how strongly allocation cards are colored in Planning. The color itself always follows the profile color of the allocation's creator.
Light: the card is filled with a pale shade of the creator's color, with a full-color edge on the left.
Solid: the card is filled with the full creator's color.
White: the card is white and only its left edge shows the creator's color.
Meeting allocations are shown with a hatched pattern in all three options. Time-offs always look the same: dark grey and hatched, whichever option you choose.
Starting Day: Choose which day will be displayed first in the calendar view for planning. Select "Today" to include an overview of unfinished tasks from the previous day or opt for the day you've designated as the "First day of week" for a traditional weekly start.
Adjust Allocation Height by Duration: The visual height of capacity allocations in the planning view will correspond to the duration of the allocations.
Determining Visibility and Order in Capacity Allocations:
Customize which elements appear and their order in capacity allocations, such as:
Project names
Task names
Budget items
Notes
Titles
These are the default settings for the whole workspace. Each user can adjust them for their own view using the Settings button in Planning. See How to change allocation height and displayed information in Planning.
Utilization Settings:
Utilization Thresholds: Set thresholds to visually indicate when a user's utilization is below or within the expected range.
