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<h1>Planning </h1>
<h2 id="overview">Overview</h2>
<p>The planning has two section:</p>
<ul>
<li><strong>People Allocation</strong> helps you to look for teammates availability, resources allocation and check if the budget quota is respected.</li>
<li><strong>Projects’ Heatmap</strong> shows the daily amount of people planned on each project. It also offers a <em>milestone system</em> that allows your team to have an overview on the scheduled events.</li>
<li><strong>Production Plan</strong> where you can express the percentage of the project’s total value you are going to produce in each month.</li>
</ul>
<p>Everything is arranged into a six weeks calendar, you can explore past and future using the horizontal scroll or clicking on the top right arrow navigator.</p>
<p>The blue dot in the calendar’s header highlights the current day.</p>
<h2 id="people-allocation">People Allocation</h2>
<p>On the top you have three buttons, from the left:</p>
<ul>
<li>The <strong>select project</strong> button lets you search for a project and pick one from the list;</li>
<li>The <strong>filter people</strong> button lets you filter the teammates you want to see in the planning;</li>
<li>The <strong>switch weeks</strong> button lets you travel in time, you can see future and past weeks.</li>
</ul>
<p>When you select a project, only the half-days allocated for that project will be highlighted, this allows you to have a general point of view on the teammates which are already on the project. For the same reason, selecting a project will sort people by showing first all those who were planned on the project at least once. Because is better to work with people that are aware of the challenge, right?</p>
<p>To know how many budget days you can allocate just look at the box that appears at the top of the page: here you can see all the days left, grouped by user level.</p>
<p>All your teammates are listed on the left, to allocate a person you just need to click on the half-day you want to assign. If you hold and drag your mouse, you can assign more half-days at once.</p>
<p>You can plan a person by half-days: we think it’s not worth planning by more fine-grained amounts of time. If your tasks require less time, just group them!</p>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p><strong>You cannot plan people for the current day: if you don’t know what you have to do when you arrive at the office, how can you be productive?</strong></p>
<p><strong>A project manager can plan other people on a project only if a budget exists for that project.</strong></p>
</div>
<img src="http://support.wethod.com/uploads/2017/11/02/planning-people.gif" class="figure--center"></img>
<p>The <strong>filter people button</strong> lets you combine different filters, for example you may decide to see only the internal employees which are managers and have a background in design (you can use [tags](/settings/index/#team) to divide employees into categories).</p>
<img src="http://support.wethod.com/uploads/2017/11/02/planning-people-filters.png" class="figure--center"></img>
<p>You can use the search bar even to filter people by [skill](/settings/index/#skills), try to input something like <strong>skill:photoshop;skill:illustrator</strong> to find everybody who has a skill named “photoshop” and a skill named “illustrator”.</p>
<p>When you run out of days, you can choose between two options:</p>
<ul>
<li>Review the budget and wait for the approval of a supervisor.</li>
<li>Quickly convert available budget days from another user level.</li>
</ul>
<p><strong>Convert available budget days from another user level.</strong></p>
<p>This feature allows you to quickly dispose of extra budget days, when needed, in order to allocate people on a project.</p>
<img src="http://support.wethod.com/uploads/2020/09/09/budget_dinamico.gif" class="figure--center"></img>
<p>You will access to a simple view of the project’s budget, including areas, tasks and the total number of available days per user level.</p>
<p>Use the number of available budget days from a user-level of your choice and see on the top the conversion into budget days you can use for other user-levels.</p>
<p>The conversion ratio is based on the daily cost of user-levels and it’s not possible to exceed the total amount of internal cost on the budget.</p>
<p>A new version of the budget is saved each time a user makes a conversion.</p>
<h2 id="projects-heatmap">Projects’ Heatmap</h2>
<p>This is useful to show the <em>weight</em> of planned people on each project: the darker is the color of a cell, the more people are planned on the project that day.</p>
<p>The color’s range is made up of 10 levels from white to blue, where the darkest blue represents the most planned people on a project in a day for the visible range of time.</p>
<p>By clicking on a day you can:</p>
<ul>
<li>See who is planned on a project for the day</li>
<li>See and edit the <strong>event</strong> related to the day: usually a project’s life is fullfilled of important events, by tracking them you’re giving a general point of view to all of your organization. This is also useful to avoid overlapping of two or more important events that usually need a lot of resources.</li>
</ul>
<p>You can hide a project by clicking on the “<strong>X</strong>” near the project’s name.</p>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p><strong>The heatmap is always updated based on the visible projects and date range.</strong></p>
</div>
<img src="http://support.wethod.com/uploads/2017/11/15/heatmap.gif" class="figure--center"></img>
<h2 id="production-plan">Production Plan</h2>
<p>Here you can express the percentage of the project’s value you plan to produce for each month.</p>
<p>Past months are read-only and are automatically populated with the real production, based on the month’s project status.
You can edit future months but remember: a production plan can be saved only if you’ve distributed the 100% of its value, you can easily check this by looking at the total: a red total means that your planning is someway different from 100%.</p>
<p>Each time you edit a past project status’ week or when a month ends, the production plan for that week is recalculated in order to allocate the remaining production or to adjust inchoerent plans. The adjustments are reported as orange monthly apex.</p>
<p>A solid blue line indicates the project’s duration, a dashed line instead tells you that the project’s boundaries (the project’s start/end) are outside the visible planning’s portion.</p>
<p>Other than searching projects by name, pm or client, you can even filter them by who’s in charge for them: <strong>Mine</strong> shows you all the projects where you’re pm or account while <strong>Others</strong> … well, we think you’re smart enough to understand it by yourself.</p>
<p>If you’re editing a project, you can move its whole duration or the plan for a single month by simply dragging them as shown in the GIF below. If you change a project’s duration, it will be saved as soon as you click on the “save” button.</p>
<p>Use the “<strong>Auto distribution</strong>” function on a project to spread it’s remaining plan on the future months of its duration.</p>
<img src="http://support.wethod.com/uploads/2019/11/18/production-plan.gif" class="figure--center"></img>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p><strong>The production plan calendar follows ISO 8601, this means that a week belongs to a particular month only if its thursday belongs to that month</strong></p>
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