Jan Lukacs
Jan Lukacs

Introducing Smart Scheduling

As promised, we’re back with some exciting updates for resource scheduling. Most organisations still rely on a suite of tools to plan projects, schedule, track time and build reports. This fragmented process makes project managers and planners struggle by juggling different tools that usually don’t integrate well with each-other.

With the introduction of Smart Scheduling we’re hoping to make this process much smoother by suggesting bookings automatically based on previously entered data. Paymo will create ghost bookings for all your assigned tasks with start and due dates – managers will simply have to convert them to real bookings and make adjustments when needed. When creating bookings for tasks with time budgets, the system will now show you how much time was estimated and how much is still available for booking.

The scheduler has now support for employee leaves and company leaves. You can view all leaves on your timeline and easily add leave days to any employee directly on the scheduler. In addition, you can define custom leave types with notes attached (leave days and types can be defined under a new section in “Company Settings” called H.R. Settings).

Other Updates

  • The web timer now runs on the backend, this means that you’ll no longer lose your timer when closing a browser window by accident.
  • The Paymo integration is now available on the GSuite Marketplace; if you’re a GSuite (Google Apps) user we recommend installing it.
  • Project & Task time budget alerts – you can now define a threshold that will trigger an alert when the tracked time for a project or a task reaches the threshold.
  • Import time from bookings – adding time based on bookings is now extremely easy, just head to “Add Bulk Time” and click on the “Import from bookings” link – this will pull all your booked time directly in the timesheet (you can make adjustments where needed).

Coming soon – Scheduler filters, project budgets & available time for bookings.

8 Comments on Introducing Smart Scheduling

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Excellent improvements

James

Excellent improvements

Reply

Love these updates! Especially the budget alerts - this has been much needed for our team for a while! Keep up the good work. I'd love to see monthly retainer budgets available in the future, too :)

Stephanie Middleton-Foster

Love these updates! Especially the budget alerts – this has been much needed for our team for a while! Keep up the good work. I’d love to see monthly retainer budgets available in the future, too 🙂

Reply

Sad to hear that again a new version of the desktop timer is missing. it has been a long time since the latest version turned out to be buggy.

korben

Sad to hear that again a new version of the desktop timer is missing. it has been a long time since the latest version turned out to be buggy.

Reply

Hey Korben, we're working on a new version.
Jan Lukacs

Jan Lukacs

Hey Korben, we’re working on a new version.

Reply

If you could get the task gantt and bookings to update and sync each other when changed (wrike or ms project) you will corner the market!

Joe allen

If you could get the task gantt and bookings to update and sync each other when changed (wrike or ms project) you will corner the market!

Reply

Hi Joe, the time budget and start/end dates are not the same thing, and are rarely in sync. Can you please explain in more detail what you mean?
Jan Lukacs

Jan Lukacs

Hi Joe,
the time budget and start/end dates are not the same thing, and are rarely in sync. Can you please explain in more detail what you mean?

Reply

Is there a way to split time between days unevenly, though? For example, I have a task that's been estimated for 12 hours. I want to schedule 8 hours of monday and 4 hours on tuesday. How would I go about doing that on paymo?

Audrius

Is there a way to split time between days unevenly, though? For example, I have a task that’s been estimated for 12 hours. I want to schedule 8 hours of monday and 4 hours on tuesday. How would I go about doing that on paymo?

Reply

You would need to set up two bookings for that task, one for 8h and one for 4h.
Jan Lukacs

Jan Lukacs

You would need to set up two bookings for that task, one for 8h and one for 4h.

Reply

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