Planner overview
Planner groups three resource-planning views - Schedule, Timeline, and Workload - that all read from the same tasks, dates, and assignees used elsewhere in Worklenz. Use it to see who is working on what, spot overloaded days before they happen, and rebalance work without opening every project one by one.
How to Access
- Click Planner in the top navigation bar. Planner is visible to Owners and Admins.
- Use the left-hand rail to switch between Schedule, Timeline, and Workload - each has its own URL, so you can bookmark or share a link straight to one.
The three views
- Schedule A day-by-day grid with every team member as a row and dates as columns. Drag a task to a new day or member to reschedule or reassign it, or resize its chip to change its estimate or date range.
- Timeline A portfolio-wide Gantt view of every project's start and due dates, with each bar colored by how much of the project is done, doing, and still to do. Expand a project to see its tasks on the same timeline.
- Workload A capacity grid that groups scheduled work by member or by project, showing how much of each person's (or project's) time is already committed for the period you're viewing.
Shared across every view
- Planner settings - Click the Settings (gear) icon in Schedule or Workload to set your team’s working days, working hours per day, whether weekends are shown in the grid, and the default estimate used for tasks that don’t have one of their own. These settings drive the capacity and utilization numbers in both views.
- Task Drawer - Clicking a task chip anywhere in Planner opens the same Task Drawer used throughout Worklenz, so you can edit a task without leaving the view.
- Live updates - Dates, assignees, and estimates that you or a teammate change in Planner sync in real time to everyone else currently viewing it.
- Time off and holidays - Time off and public holidays set elsewhere in Worklenz reduce a member’s available capacity automatically and show up as badges on Schedule and Workload.
- Utilization tiers - Schedule and Workload both describe a member’s workload using the same three bands: Available (under 80% of capacity), Near capacity (80-100%), and Over-allocated (over 100%).