Concepts
These terms appear throughout the app.
People and Roles
Member is anyone in the workspace. Members can be active, inactive, invited, or no-access depending on how they are managed.
Role controls what a user can see and change. Organization owners and admins can manage workspace settings. Managers can review direct reports where their role allows.
Freelancer is a member type with reduced team-wide surfaces. Freelancer workspaces do not see the full team planning navigation.
Clients and Projects
Client is the company or account that owns work. Clients have account managers, priority, categories, website, country, and a portfolio of projects.
Project is a body of client work with dates, status, PM, team, assignments, updates, comments, and health.
Project status describes lifecycle:
| Status | Meaning |
|---|---|
| Draft | Tentative work, proposal-stage work, or unconfirmed capacity planning. |
| Planned | Confirmed work that has not started yet. |
| Active | Work currently in progress. |
| Completed | Finished work retained for history and reporting. |
| Cancelled | Work that was stopped or will not happen. |
Workload
Capability is a skill, discipline, or role used for staffing. Capabilities can also carry default rates for users with financial visibility.
Assignment is planned work on a project. Assignments can be attached to a person or held as an unassigned capability reservation, and they can include date range, planned hours, and comments.
Actual hours are recorded hours used to compare plan versus reality.
Availability is the number of hours a person can work in a week after time off and overrides are applied.
Workload percentage is planned assigned hours divided by available hours. A person with 32 assigned hours and 40 available hours is at 80 percent.
Time Off
Time-off type defines policy: max days per year, approval requirement, whether it counts against allowance, whether it is sensitive, tenure requirements, cooldown, and archive status.
Request status is pending, approved, or rejected. Approved full-day requests reduce availability and can create Google Calendar OOO events when connected.
Allowance is calculated per user and type. It can be pro-rated based on join date and type configuration.
Notifications
Notifications can be delivered in Inbox, email, and Slack. Each user controls channels per notification type in Notification preferences.