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Resourcing: Plan the week in Visits, not hours

Booking someone onto a Project now always means booking a Visit, even if you don't know the time yet.

Value and problem solved

Before, you could plan people by giving them a number of hours a day on a Project, with no time. Those hours looked like bookings, but nobody saw them on their day, so you couldn’t trust who was really free. Now every booking is a Visit. On the Resourcing page, Add asks which Project it’s for and opens the Visit for that day. Don’t know the time yet? Just leave it blank.

Who it’s for

Owners and office staff who plan the week, and want the plan to match what the team actually see on their phones each morning. It suits businesses that often know the day before they know the time, because you can book the day now and add the time later. Holidays and sick days work the same as before, and still show when someone isn’t free to be booked.

  • Resourcing
  • Scheduling

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