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Organization Schedules

Accessing Org Schedules​

  1. Select an organization from the sidebar.
  2. Click Schedules in the org-scoped section.
  3. Choose By project or By user.

By Project​

The by-project view displays a calendar with all project phases across the organization. Each project appears as a row or group with its phases shown as date blocks.

Use this view to:

  • See which projects have active phases in a given period
  • Identify gaps in project scheduling
  • Navigate to a project's schedule by clicking a phase block

Project Schedules

By User​

The by-user view displays a calendar with one row per consultant, showing all their task assignments across projects.

Use this view to:

  • Check consultant availability before assigning new tasks
  • Identify overbooked or underutilized consultants
  • Plan resource allocation across engagements

Project Schedules

Click a phase or task block in either view to navigate to the project-level schedule for detailed editing.

Project Schedules phase click

Project Schedule

Global Schedules​

For a tenant-wide view across all organizations, use Global Schedules from the global sidebar section. The layout and functionality are the same as org schedules but include data from every organization.

Route: /global/schedules/projects or /global/schedules/users

Global user schedules