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How to Add Time to the Schedule in Beeye
Manually adding time to Beeye's schedule is done through the Add > Planning panel, which you can access in two ways:
- By clicking on Add > Planning from the Add menu located in the main navigation bar
- By clicking on the "+" button that appears when you hover over the cells on the Schedule page
Once the panel is open, you will see numerous options to select the dates and team members you want to schedule, along with additional options.
Project and Task
The first step is to select the Project and Task for which you want to schedule time for a team member.
Dates
Next, select the date or dates for scheduling the task. To do this, you must:
- Select a Start Date
- Select an End Date
If you want to create a recurring schedule, click on Do not repeat to change the value, and choose one of the following options:
- Every week
- Every two weeks
- Every month
- Every quarter
- Every semester
The area above the date input box will provide a summary of your selections. Once the values are chosen, you can click on Save.
You can then proceed to the next step to select team members, or add additional dates by clicking on Add a date. This option is particularly useful if you have a list of specific dates on which you want to schedule the same task.
Allocation
You can now select the resources you want to schedule for the chosen task.
To do this, click on Add a resource
The team member selection panel will appear, allowing you to choose the team members to schedule for the task.
You can choose to allocate the hours as Hours per day or as Total Hours. If you choose Total Hours, the hours will be distributed evenly over the selected period.
You can individually adjust the hours assigned to each team member by clicking on the + and – buttons or by directly typing in a number of hours.
The indicators below allow you to monitor the values you have chosen.
Lock the Schedule
You can lock the created schedule to prevent any future modifications.
Work Location
Select a work location that will be assigned to the schedule. You can choose a default work location in Beeye's settings.
Status
If you have sufficient permissions, you can set the status of the created schedule. Learn more about using schedule status.
Notes
You can add a note to the schedule as soon as it is created.
Create
Once all the information is entered, you can click on Create to generate the schedule cards as described.