Quick-Start and Walk-Through

Our first goal is to create a team and define some capacity for the team members.

1: Go to Capacity Board.

2: Create a new filter.

1: Select team members for this team in the popup dialog.

2: Think of a name for this filter, e.g. 'All internal ressources'

3: Save the filter.

Create a capacity entry for a team member* with the Create Capacity wizard (with extend filter option).

1: Select a ressource. Multiple Resources can be selected since version 1.5!

2: Ensure 'extend filter' option is set (If the selected ressource is not in the filter selection it will be added by this option).

3: Save the entries.

Imagine your team members planned vacation or there are some public holidays. Absence time can be entered in the Absence board.

1: Go to Absence Board.

2: Create absence entries for the same team member(s)* directly in the board.

There are also a wizards available (Create public holiday supports by importing and creating absence time for holidays).

Now let's do some planning for our new team. Please go to Assignment Board.

1: Create an assignment for team member(s) on a project* with the Create Assignment wizard

Create an assignment for team member on a project* with the Create Assignment wizard (with extend filter option).

1: Select a project* and a ressource*

2: Select a time frame

3: Select a duration

4: Save the assignment

5: Create another assignment: popup remains opened after save and context remains selected as well. This could be used to create similar assignments for multiple resources. 

Learn more about the Assignment wizard and distribution strategy.

Create a filter for your first project with a click on 'Create project filter' in the siedebar

1: Select the project you created an assignment for in the previous step.

2: Add the selection to the filter by clicking the >> arrows.

3: Selected project should now be visible in the selected projects area.

4: Think of a name for the new filter

5: Save the filter

There are also default and public filters available. Learn more about creating filters for projects and resources. 

Finally we can export our plan to an MS Excel sheet.

1: Click on Export in the sidebar

2: Select a different time frame, board dates are preselected.

3: Export assignment values to MS Excel.

Congratulations! You finalized our quick start tour! You could continue here.