Skip to main content

Introduction

Schedules at the organization and global level provide calendar views for planning consultant availability across all projects.

Schedule Views​

ViewRouteScope
By project (org)/org/:id/schedules/projectsAll project schedules in the organization
By user (org)/org/:id/schedules/usersAll consultant schedules in the organization
By project (global)/global/schedules/projectsAll project schedules across the tenant
By user (global)/global/schedules/usersAll consultant schedules across the tenant

Access org schedules from the sidebar under the org-scoped Schedules section. Access global schedules from the Global Schedules section.

By Project View​

Shows all project phases and consultant assignments across every project in the scope. Useful for resource planning and identifying scheduling conflicts.

Project Schedules

By User View​

Shows each consultant's calendar with all their assignments across projects. Days are color-coded by availability:

ColorMeaning
GreenFully booked
YellowPartially available
RedOverbooked

User Schedules

Relationship to Project Schedules​

Project-level schedules (on the Schedule tab of a project) manage phases and tasks for that specific project. Organization and global schedule views aggregate those assignments for cross-project visibility.

See Manage Schedule for details on creating phases and assigning consultants.