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Forecasting and Whiteboard

2026-09-23

Assigning Resources / Employees to Projects

Use the forecast grid or whiteboard to track who is working where.

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Related articles

Creating and Updating a Project Forecast

How to use the forecasting grid to record workforce requirements for your projects.

Whiteboard

A visual, multi-project view for managing daily resource assignments.

Tracking Vacation or Training Time

Tips for recording vacation, PTO, or other non-project time.

Change History

See who changed forecast requirements and assignments, and what the values were before.

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