Planning with Clockify

Manage resources, capacity, and utilization.

Planning

How does it work?

Get organized with Clockify. Effectively plan and utilize your resources.

1. Set up

Create projects and tasks you will be working on, add their budget and estimates, and invite your team members.

Set up

2. Schedule

Create optimized schedules for teams and projects, and assign them to tasks.

Schedule

3. Track

Track time spent on assignments to kick-start progress tracking.

Track

4. Forecast

Forecast project completion based on scheduled and tracked hours.

Forecast

5. Analyze

Track progress on scheduled tasks, and receive automatic custom reports on progress.

Analyze

Features

Scheduling

Scheduling

Plan shifts and resources, and schedule who works on what.

Time off

Time off

Manage team’s absence and plan resource utilization.

Work capacity

Work capacity

Set daily working capacity for each team member.

Calendar

Calendar

Start assignments right from the calendar and see all events in one place.

Overtime

Overtime

Avoid overtime scheduling with smart resource planning.

Milestones

Milestones

Add milestones to project timelines.

Recurring schedules

Recurring schedules

Create schedules and set them as recurring for multiple weeks.

Manager role

Manager role

Control who can plan resource utilization.

Scheduled vs Tracked

Scheduled vs Tracked

Compare scheduled and tracked time for each member.

Targets

Targets

Organize your work around time tracking targets per day, week, or month.

Amounts & Costs

Amounts & Costs

See revenues and costs for planned activities.

Planning Resources

Scheduling overview
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Scheduling tutorial (10:45)

forecasting tutorial
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Forecasting tutorial (03:25)

organizing work
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Organizing work tutorial (04:09)

project management
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Clockify for Project Management (11:17)

Discovering Clockify’s extra features

Learn more about Clockify’s extra features.

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Effective resource planning

Learn how to use Clockify for optimum resource planning, without bottlenecks in your workflow.

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How to manage projects in Clockify

Learn how to use Clockify for project management. Set estimates, plan resources, and track progress.

Read full guide