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To access Resource Planning:
Select Planning
in the Tempo sidebar. In the Resources panel on the left, click the arrow > beside a resource to expand their plans. You can also expand the plans of all users by clicking the Expand all arrow at the top of the resource list. See Viewing Resources and Their Plans for more information.
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In the Weeks view, drag either end of a plan to change the duration interactively.
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Click a plan in either the Days or Weeks view and change the Start Date and End Date in the Edit Plan form
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Drag the plan to a different date.
Drag and drop the plan to a different resource. This is an easy way to manage the workload among team members. Remember that you need the View Plans and Manage Plans permissions for the team to move a plan to a resource other than yourself.
In the Days view:
Drag and drop the plan to a different day.
When dragging a plan that is part of a period plan, only the plan for that day is moved. To move the whole period, click the plan and change the change the Start Date and/or End Date for the period in the Edit Plan form.
To move the plan to another resource, click the plan and select a different Resource in the Edit Plan form.
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In the Days view, press the Alt (Windows) or Option (Mac) key as you drag the plan to a new date.
In the Days view, when copying a plan that is part of a period plan, only the plan for that day is copied, not the whole period.
In the Weeks view, you can copy the plan by pressing the Alt (Windows) or Option (Mac) key and dragging the plan to another date or another resource's timeline. Remember that you need the View Plans and Manage Plans permissions for the team to copy a plan to a resource other than yourself.
Splitting plans
After you've created a plan, you may need to divide it for many reasons. For example, if you’ve made plans that span weekends or days off, you can split the plan, then drag the ends of each new plan so that it doesn’t cover the weekend.
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Click the (...) in the right corner of a plan and select Split, or press Ctrl (Windows) or Command (Mac).
Move the divider over the plan and click where you want to split it.
Now you can modify each plan independently, such as dragging its ends to change its duration or moving each plan to a different date or resource.
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For a single plan, click the x in a plan's right corner. In the Delete Plan dialog box that appears, click Delete to confirm.
For a period plan, click the (...) in a plan’s right corner and select Delete from the menu. In the Delete Plan dialog box that appears, click Delete to confirm.
In the Days view:
For any type of plan, click the x in a plan's right corner.
In the Delete Plan dialog box that appears:
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