Learn how to utilize the Resource Schedule page in Coincraft.

To access the Resource Schedule, navigate to the Forecasts tab and select Resource Schedule.

By default, this section displays a comparison of the Available Hours of your staff versus the number of hours Allocated to Projects. The available hours are represented by a gold line, while the allocated hours are represented by a black line.

When you assign hours to staff, the color of their cells will change on a spectrum from beige to yellow, and eventually to red as they reach full utilization. The red area indicates that the allocated hours have exceeded what's available.

You can easily edit the number of hours allocated to a particular staff member by clicking on any cell and changing the value. To view a breakdown of a staff member's hours, simply click on their name.

You can also adjust the percentage of a staff member's time that should be spent on a particular project, and the system will automatically calculate the hours for you.

To add a project to a staff member, click on the plus button next to the staff member's name. You'll receive a list of phases that you can assign to the staff member.

The Resource Schedule display can be filtered and grouped according to your preference. Filters allow you to view actual and projected data, while grouping options let you view the data by role, staff member, project, and phase.

Filters can be saved for future use, and you can even duplicate filters to create new reports.

To export or print your report, simply click on the Export or Print buttons.

If you need to modify the available hours for your entire organization, you can do so via Organization Holidays. We recommend setting up a separate project to track time spent on holidays for individual staff members.

Learn more on how to do this by reading this article:
​Modify Available Hours across your Business