Project Planning Settings

Planning Screens

You can enable or disable access to various planning tools such as Gantt Charts, Forecasting, and Project Planner. Planning also includes a Planning Scale setting that determines whether users can edit planning data weekly, monthly, or both.

All planning settings are enabled by default. When a setting is disabled, that view or tab is no longer visible to CORE users. These settings are applied at the company level and affect all users.

• Resource Allocation - Tasks: This option displays the Tasks tab under Resource Allocation.
• Resource Allocation - Gantt Chart: This option displays the Gantt Chart view under Resource Allocation. 
• Forecasting - Distributive View: This option displays the Distributive View under the Forecasting screen.
• Forecasting - Smart View: This option displays the Smart View under the Forecasting screen. 
• Forecasting - Manual View: This option displays the Manual view under the Forecasting screen.
• Project Planner: This option enables access to the Project Planner screen. If unchecked, the screen is removed from the user interface.

This setting determines how planning data is displayed and edited on the Project Planner and Forecasting screens. It applies company-wide and affects all users.

• Monthly editing only: The weekly view is not available. Users can view and edit data only in monthly intervals.
• Weekly editing only: The monthly view is available in a read-only state. Users can view data monthly, but can only edit in weekly intervals.
• Weekly & Monthly editing: No restrictions. Users can view and edit in both weekly and monthly intervals.

This setting determines how hours are distributed across the allocation schedule when allocations are created or updated through indirect actions such as CSV import, budget copy, or multiple edits.

• Evenly spread hours across the allocation period: Allocated hours are distributed evenly between the start and end dates. If no end date is defined, all hours are scheduled in the first period.
• Schedule all hours in the first period: All allocated hours are scheduled in the first period of the allocation.
• Schedule hours manually: Allocated hours are not distributed automatically. You must schedule hours manually each time.

This setting does not apply when hours are distributed explicitly by the user, such as:

• Using the Spread Hours action
• Creating allocations using the Add Allocation dialog

In these cases, CORE uses the user-defined schedule.

CORE allows you to configure how resource schedules are visually highlighted when allocated hours approach or exceed expected capacity. Using the Formatting of the hours limit for scheduling exhaustion option, you can define allocation thresholds and colors for Under Allocated, Optimal Allocation, and Over Allocated ranges to better reflect your company’s utilization expectations.

These settings control how schedule bars are highlighted in Project Planner and related planning views. Allocation percentages can be configured between 1% and 200%. CORE prevents overlapping threshold ranges to ensure that each schedule is displayed with a single, clear formatting style. You can also select No Color for any range to retain the default theme appearance without applying explicit color highlighting.

By default, CORE preserves current behavior-Under Allocated and Optimal Allocation schedules appear in blue, while Over Allocated schedules appear in red. You can adjust these thresholds and colors to account for non-billable time such as breaks, internal work, or administrative activities, helping ensure that visual indicators more accurately represent realistic workload expectations.