How to use your personal planning view in VOGSY

Changing circumstances render plans obsolete, but constant re-planning ensures you stay on track toward the project goal.

VOGSY gives you convenience and insight into all your planned time and allows you to change your planned hours easily on the fly.

Moreover, you are helping your company a lot with your up-to-date planning:

• Improved revenue forecasting through accurate, real-time planning data

• Early identification of resource constraints to prevent bottlenecks

• Better workload management by detecting and addressing overplanning

• Smarter project staffing with VOGSY’s intelligent resource suggestions for project managers

In VOGSY, resource planning provides a comprehensive view of planned and actual hours, offering valuable insights into resource allocation and project progress. This integrated approach allows me to see how I am scheduled for future work and how much time has been spent on tasks and projects to date.

Besides the billable client projects, the planning view shows the following:

• Internal projects

• Time off in line with your company policies

• Other non-billable work

If your organization uses granular tasks in VOGSY, those will appear on their due date in your planning.

You can toggle between week and day views and make selections on what data to display.

Time is color-coded, so you can easily distinguish between these categories:

• Approved: the hours that you submitted, and the project manager approved

• Submitted: hours that you submitted, pending approval

• Draft: past hours that are in your planning and that you still need to submit

• Percentage planned: the darker blue, the higher your utilization on that day

• Overplanned: days on which you are planned for more hours than your work schedule in VOGSY

• Non-working days: as per your company policies

• Opportunity: a project pending sale on which you are already booked

• Soft: this tracks potential future demand for which no project has been created yet

• Hard: your hours are booked on a live project

Tap the planning icon next to the project name you want to alter to update your future planned hours.

To enter time off or non-billable time, tap on the day or week in the row of the category of time you wish to enter and follow the screen instructions.

Submitting your time entries for approval from the planning view rather than the timesheet is easy. Once you are happy that your hours are correct and complete, press the 'submit' button above the current week.

VOGSY allows you to change your view according to your needs.

You can toggle between different views at the top left of your screen. You can also open additional columns by tapping the cog wheel.

These columns give you insight into the quality of your planning, such as whether there are hours still to plan.