Project Team Schedule Overview

Note:

The Project Team Schedule has been deprecated in Winter 2025 and will be removed in a future release. We recommend that you migrate to the Record Work Planner. This covers many of the same workflows as the Project Team Schedule and will continue to be updated in future releases. The Record Work Planner delivers many of the same features as other work planners, and offers additional tailored features for working with projects.

For more information, see Using Work Planners and Work Planner Lightning Component Fields.

The Project Team Schedule enables you to see when resources assigned to the current project are scheduled to work by showing their assignments and resource requests and the number of hours they are scheduled to work. To give you a full picture of a resource's commitments, you can include other projects the resource is scheduled to work on that overlap the current project's start and end dates.

The Project Team Schedule is available on a project record page, provided it has been added by an administrator. You can view records on the projects you have permission to view.

Note:

An administrator can customize the Project Team Schedule. For more information, see DEPRECATED: Project Team Schedule Lightning Component Properties.

The Project Team Schedule contains the following views:

  • Scheduler: Shows assignments and resource requests over time, giving a good overview of what a resource is due to work on. You can quickly reschedule the assignments and resource requests by dragging them forward or backward to change their start and end dates.
  • Allocation: Lists the assignments and resource requests on the current project, showing the number of hours a resource is scheduled to work, and indicates if a resource is over allocated or under allocated. This view enables you to view and update the hours a resource is scheduled to work on assignments and resource requests to make sure the resource carries out the right amount of work at the right time.

For more information, see Using the Project Team Schedule.