To plan time in Tempo, you primarily interact with the Plan Time Form, which allows you to allocate time for specific tasks or projects within the Resource Planning view. Accessing this form is the first step in scheduling your efforts effectively.
Accessing the Plan Time Form in Tempo
There are several straightforward methods to open the Plan Time Form, catering to different planning scenarios:
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Using the Plan Time Icon:
- Navigate to the Resource Planning view.
- Look for and click the dedicated Plan Time icon. This is often used for general time planning or when you know exactly what you want to schedule.
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Clicking on a Calendar Day:
- While in the Resource Planning view, locate the calendar.
- Simply click the "+" (plus) symbol that appears on a specific day in the calendar. This method is convenient when you want to plan time for a particular date.
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Dragging Across Multiple Days:
- For planning time over a duration, go to the Resource Planning view calendar.
- Click and drag your mouse across the desired range of days. This action will automatically open the Plan Time Form, pre-selected with the chosen date range.
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Dragging an Issue from the Side Panel:
- If you need to plan time directly against a specific issue, find the Issues side panel.
- Drag an issue from this panel and drop it onto a day within the calendar in the Resource Planning view. This streamlines the process by linking your planned time directly to the relevant issue.
Each of these methods provides a quick entry point to the Plan Time Form, where you can then specify the details of your time allocation, ensuring your team's efforts are aligned with project goals and deadlines.
