Project plan

Overview of all your projects and teams working on them

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

Select the Project plan view from the drop-down on the Schedule to enable the Gantt-style chart view of your team's projects that make planning and editing a breeze.

Project plan view.

Your projects appear along with their current budget status, while your team and their allocations appear directly below each project for easy visibility.

When the time frame is selected, the total hours scheduled for each person on the project are displayed next to their name, while the total hours scheduled for all of your projects appear next to the date range at the top.

Project plan. Scheduled hours.

Allocations that aren't part of the current project appear as crossed-line blocks to give you an overview of your team's competing priorities. You can click a crossed-line allocation to see its info or make changes to it (if you have edit rights).

Milestones appear across from the project name on their assigned dates. They can be added and edited directly on the Project plan view, just like any allocation can. 

To get a high-level overview of your projects and their milestones without viewing your team's individual allocations, choose the people collapse icon underneath the project name.

Project plan. Project team.

You can make changes to an individual project by clicking the menu icon that appears when hovering over it.

Project plan. Editing projects.

The options include:

  • Edit - View the project menu and make quick changes.

  • Assign people - Add new team members to the project.

  • Add a phase - Create a new phase for the project.

  • View project report - View the individual project report.

  • Shift timeline - Move all of the project's tasks, milestones, and phases together.

  • Duplicate - Create a copy of an existing project, including its phases and budget.

  • Archive - Remove the project from the Schedule while maintaining a historical record within your reports.

Similarly, hovering over an individual team member reveals additional options:

  • View profile - Make quick changes to the person's account.

  • Switch person - Remove the person from the project and replace them with a different person. All previously scheduled allocations will be assigned to the new team member. The hourly rate for the new team member on this project remains the same as the original person's hourly rate on this project.

  • Remove from project - Remove the person from the project. All previously scheduled allocations will be deleted.

    Project plan. Edit person.

Additional Info

  • Only active projects are displayed in the Project plan view.

  • Custom sort is not supported for projects in the Project plan view, but you can sort individual team members within each project.

  • Dragging an allocation or a milestone from one project to another project is not supported.

  • Would you like to learn more? Check out our project planning video guide and the Learn Library articles.

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