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Plan assignments with foresight!

Plan project assignments ahead with foresight even if you don't have estimates:

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Let's now do the planning for all relevant resources and specific teams. Go to the Assignment Board.

1: Here you can find the filter that you previously created.

2: Create filters for all resources and specific teams as learned before. Keep in mind that you need to create an assignment first to see a project or resource in the filter selection boxes.

(warning) Learn more about creating filters for projects and resources.


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Define a project assignment with "Distribute value in period" strategy.

1: An example: Tina Test works 50% (20 hours per week, 4 hours each day), in CW 24 she is on vacation. We want to distribute 56 hours work for her over the next 5 weeks.

2: Select 'Create assignment'.




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1: Select the schema 'Distribute value in period', the algorithm will distribute the 108 hours according to her availability in this timeframe.

Distribution Scheme

Learn more about distribution strategy.

2: Select a project and the relevant resource (Tina Test in our example).

3: Select time frame

4: Check availability. In our example Tina has a capacity of 200 hours (10 weeks of 20 hours). Considering her planned absence times the availability is 132 hours:

  • two week vacation (-60 hours)
  • 2 public holidays of 4 hours each (-8 hours)
  • already assigned and planned in another project (-24 hours)

4: Select the available capacity - 108 available hours in our example.

5: Save and review the result.

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Tina is now assigned according to her availability in the given time frame