NOTE: This feature is currently in BETA. Which means this guide is still a work in progress. Please email firstname.lastname@example.org if you would like to test this out and provide feedback.
For more info, we encourage you to watch the 2020-05-20_PlanningProjects.mp4 webinar we had on this beta feature.
The Planning Project feature allows Project and Resource Managers to easily plan out year-long client commitments and break them down into weekly allocations of work.
This will provide more accurate representation of resourcing committed to client projects on the Staff Schedule screen while making it easy for creatives to enter their time spent on these long-term client projects.
Menu > Project Manager > Planning Projects
New Planning Project
% Assigned and Total Hours will calculate weekly bucket hours. It bases this number off of an 8 hour day and # of days in the week.
Project Start Date and Project Complete Date are both required fields.
Only bill the plan - Only the Planning Project will appear in Mass Billing to bill. Any linked projects will not appear to be billed
Bill the Plan and project separately - both the Planning Project and the linked projects will appear in Mass Billing based on their billing method
NOTE: The Planning Project only has 2 billing methods - Time and Materials or Fixed Fee.