Planning Settings

Access Planning Settings at Planning > Settings or via Settings > Modules > Planning > Configure. These settings control how capacity is calculated, how the schedule board is displayed, and how Planning connects to CRM and Finance.

Rates in Planning are for internal planning and profitability purposes only. Finance invoices use the rates configured in Finance > Products — these are two separate rate tables.

Roles

Define the billable roles used in Planning (e.g., "Senior Developer", "UX Designer", "Project Manager"). Roles are used for:

Placeholder allocations — Allocate a role before the hire is confirmed
Rate calculations — Attach a default hourly rate to each role for profitability
Filtering — Filter the schedule board by role to find capacity

Each role has:

Field	Description
Role name	Display name (shown on allocation bars and reports)
Default hourly rate	Used for profitability calculations unless overridden
Billable	Whether this role's hours count as billable in reports

Hourly Rates

Set rates at two levels:

Blended rate — A single workspace-wide rate applied to all roles without a specific rate
Role-specific rate — Overrides the blended rate for that role

Rates can also be overridden per allocation — useful when a person's rate on a specific client project differs from their standard rate.

Utilization Targets

Set the target utilization percentage used to color-code the schedule board:

Setting	Default	Effect
Target utilization %	80%	Amber threshold; green below, amber at or above
Over-allocation threshold	100%	Red threshold; triggers over-allocation flag

These can be set workspace-wide or per role. For example, you might set a lower target for senior staff who need buffer time for mentoring and non-project work.

Pipeline Integration

Configure how CRM deals flow into Planning as resource requests:

Trigger stage — The CRM pipeline stage that creates a draft resource request (e.g., "Closed Won" or "Proposal Sent")
Default hours estimate — A fallback hour budget for new resource requests when the deal has no estimate attached
Auto-approve — Whether resource requests from the pipeline are automatically approved or require manual review

→ Capacity Planning Documentation — see "Demand from the CRM Pipeline"

Default Working Pattern

The fallback working pattern used for capacity calculations when an employee in People does not have a custom pattern set:

Setting	Default
Hours per day	8
Days per week	5

Changes here take effect immediately and recalculate capacity for all employees using the default pattern.

Capacity Display

Setting	Options
Display capacity in	Hours or days
Show weekends on board	On / Off (default Off)
Week start day	Monday (default) or Sunday

Showing capacity in days can be more intuitive for teams that think in person-days rather than hours. Both modes use the working hours per day setting to convert.