Set planning assumptions

Planning settings describe a normal working week. Team > Workload and Forecast, the new-project wizard and proposal effort pricing all use them.

Before you start

• You need access to studio settings. Changing someone's weekly hours also needs Team > Edit.

Set the standard week

1. Go to Settings > Planning.
2. Under Capacity, set Default weekly hours (1–100) and Daily overhead (0–8 hours spent on email, admin and meetings). The sentence below shows how many plannable hours that leaves each week.
3. Click Save capacity.

Set the forecast rules

1. Under Planning rules, set:
   • Revision reserve (0–50%): the share of allocated hours held back for client revisions.
   • Forecast horizon (4–52 weeks): how far ahead Team > Forecast looks.
   • Hire signal threshold (50–100%): if studio use stays above this for four weeks or more, Forecast suggests hiring.
2. Click Save planning rules.

Set someone's weekly hours

1. Under Per-member weekly hours, find the person. Use Search members if needed.
2. Type their hours. Leave it blank to use the studio default.
3. Click Save weekly hours.

What happens next

• You see "Capacity settings saved", "Planning rules saved" or "Weekly hours saved".
• The new values apply across the studio straight away.

Good to know

• Each section has its own save button.
• A person's weekly hours are also used on the Capacity page when their Share of week is left empty.
• The Capacity page uses its own rules and stages. See Set capacity rules.