Calendar & resource scheduling

The calendar is the planning surface: people on one axis, time on the other, and the scheduled work in between. It answers the two questions every operations lead asks daily — who is doing what, and who is out of capacity.

Planning by drag and drop

Scheduled hours are placed directly onto days. Drag an allocation to move it, adjust hours in place, and watch totals update live for the whole team. Daily and weekly views cover both rhythms: members typically live in their day, managers in the team’s week. The monthly view shows a heat map of workload intensity with status indicators.

Guardrails, enforced for real

Two rules protect the schedule from quietly going wrong:

• Only valid assignments can be scheduled. Work can’t be dragged onto a person who isn’t actually assigned to it — and this is enforced by the server, not just disabled in the interface.
• Overallocation is surfaced immediately. When a person’s day exceeds their capacity, the overload is flagged visually so you can rebalance before it becomes overtime. A hard ceiling prevents any day from exceeding 24 hours.

Smart placement

When you drop work onto the calendar, the system checks whether it fits the person’s remaining capacity. If it does, it is placed. If it doesn’t, a per-day planner opens with the overflow pre-filled so you can decide where it goes. A “first available” button auto-fills from the next open slot. Over-capacity days paint a warning — they never silently block.

Bulk schedule shifts

Move a person’s entire schedule forward or back by any number of days in one action. A dry-run preview shows exactly what will move, what will collide with existing work, and what is locked in place — before anything changes. Available from the weekly, daily and monthly views.

The frozen weekly plan

At the start of each work week, the schedule is captured automatically as a snapshot. That snapshot becomes the delivery promise: a weekly digest email compares logged hours against the plan, person by person. If someone tries to move promised hours out of the running week, the system warns first and names exactly who would lose what.

Time off and capacity

Approved time off automatically reduces a person’s available capacity for the affected days. The calendar never schedules onto someone who is away, and the frozen plan’s delivery scorecard adjusts for approved absences.

The views

• Daily — member columns with per-person workload indicators and task cards. Comfortable and compact density options.
• Weekly — the primary planning surface for managers, showing the full team’s week at a glance.
• Monthly — a heat-map view with status-dot cells, milestone diamond markers and a docked day panel that opens beside the grid.

A milestone lane sits under the date headers on daily and weekly views, showing milestone markers without growing the member rows.

The lifecycle follows you

The schedule respects project and task lifecycles automatically. Pause or finish a project and its future allocations are released — no ghost bookings holding capacity for work that will never happen — while everything already worked stays on the record.

Configurable week start

Your workspace’s first day of the week (Sunday or Monday) is set in Settings and drives the calendar grid, the frozen-plan capture, the weekly digest, delivery reports and workload calculations.

Where to go next

Scheduled hours become recorded hours in the time ledger — the next guide covers that handoff. Time off is managed in its own dedicated center.