Scheduling & staffing · Bullpen
Checks
The Checks column flags overbooked weeks, unstaffed work, schedule changes and people out on a deadline.
Checks run down the right side of every page. They update as you edit.
Fold the checks #
Click Hide checks › to fold the column into a slim rail. The rail still shows a count for each kind. Click it to open the checks again.
Each section folds on its own too: click its heading. Under-billed, Unbooked work and Notes start folded.
What the sections mean #
- Overbooked (red): someone is booked past the hours they can work that week, across all their packages. That's their normal week, less holidays and time off. The check says how many weeks, the first and the busiest. It also flags someone booked Fit to work who would need more than a normal week to finish by the deadline.
- Problems: a deadline passed with work not marked done, or someone has work on a package they aren't staffed on.
- Warnings: the schedule moved a date, work has nobody on it, a package has no deadline, someone is out on a deadline day, or an estimate's breakdown or shares add up past its total.
- Under-billed (green): someone is booked for less than their normal week, through the end of their packages. Usually fine, for example a manager split across projects.
- Unbooked work (green): a package's work is a day or more bigger than the hours booked for it before the deadline.
- Notes: free hours someone has in a package's window, people staffed with no work there, and schedules that can't be read.
Nothing to flag. means every check passes.
Fix it from a check #
Some checks have a button:
- Put them on it (fit to the work): staffs the person on the package, booked Fit to work.
- Assign them: opens the package's settings on the Staffing page, so you can give its work an owner.
Turn off overbooking checks #
If booking people past their week is normal for your team, open Plan ▾ and tick Ignore overbooking. Overbooked checks go away, nothing turns red for it, and Team cards say Potentially overbooked instead.
Checks in the report #
The Checks block in the Report prints the same list, as of today.