Crew planning

Crew planning is the whiteboard: one row per team member, one column per day, coloured bars for the work. It answers the only two questions that matter on a Friday afternoon, who is free next week and who is already promised somewhere else.

Setting up the view

The arrows and Today move the window. The width selector switches between one, two and four weeks. The granularity selector decides how precise a booking can be: whole days, half days, or hours. That setting is saved for your whole organisation, so everyone plans the same way.

The member search narrows the rows. The project selector dims every booking that is not on the chosen project instead of hiding it, so you keep the context.

Making a booking

Either press New booking, or drag across the empty cells on someone row to sweep out a date range. Both open the same dialog with the dates prefilled.

In the dialog you write a note, set the from and to dates, and, when granularity is half days or hours, the times. Then you set the type. Project booking is the normal case, and you pick the project and, when the project has phases, the specific phase. The other types are absences, for example holiday or sick, and those are configured under Settings, Preferences, Planning.

For a multi day booking with a time window, for example 09:00 to 17:00 across a week, you get a choice. Same time each day creates one booking per day with that window. Continuous block creates a single bar that runs through the nights. Full day bookings are always one continuous block.

Adjusting on the grid

Drag a bar sideways to move it in time. Drag it up or down to hand the work to a different member. Pull an edge to make it longer or shorter. Clicking a bar without moving it opens the dialog, where you can change details or delete the booking.

Double bookings

Any two bookings that overlap for the same person are outlined in red. That covers being on two projects at once and being booked while marked absent. Nothing is blocked, the app flags it and leaves the decision to you.

The row under the grid, On site, counts how many people are on a project booking each day. The small figure at the end of each name shows how many days in the current window that person is booked.

What the crew sees

Team members do not need access to the planner to know where they are going. My schedule lists their own upcoming bookings and the tasks assigned to them, soonest first. Bookings also appear on the calendar.

Limits

Bookings are not linked to time entries: booking someone for a day does not log a day. Hours are logged separately in time tracking. There is no capacity or availability model beyond the overlap warning, no skills matching and no cost calculation on a booking. Absence types are labels, not a leave balance.