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3. Initial Configuration & Settings

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titleStep 15: Configure Working Capacity

Set up the working capacity for your team members, which defines the number of hours or days they are available to work.

To access capacity scheme settings go to SettingsWorking capacity

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📚 Learn More: Step-by-step guide to seting up Working Capacity schemes to your resources.

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titleStep 26: Set Up Holiday Calendar

Create and manage a holiday scheme that reflects your organization's official holidays. This allows you to account for non-working days in resource planning.

To access holiday scheme settings go to SettingsHoliday Calendar

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📚 Learn more: How to create and assign a new Holiday Calendar to your resources.

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titleStep 37: Configure Leave Types & Allocation

Define different types of leaves (e.g., vacation, sick leave, parental leave) and allocate them to team members.

To access capacity scheme settings go to SettingsLeaves

Note: If your organization doesn't require the Leave Approval Workflow, you can disable this feature by clicking the corresponding button and proceed to the next step.

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📚 Learn more: How to set up Leave Types in detail

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titleStep 48: Configure Rates & Allocation

Set up billing rates and cost configurations for different resources or projects. This is essential for accurate cost management and financial reporting within your projects.

To access these settings, go to Settings → Rate and Cost.

Note: If you do not require the Cost Tracking or Billable Hour Tracking feature, you may skip this step.

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📚 Learn more: How to configure Rate unit & Cost

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titleStep 59: Create Field Data

Field data refers to the customizable attributes created by Admins, which are applied to employee profiles. These attributes can include categories like Departments, Positions, Skills, and Currencies.

To access these settings, go to Settings → Field Data

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📚 Learn more: Step-by-step guide on how to create and apply new Field Data to resources

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titleStep 610: Map Jira Date Field (If Needed)

Map the Start Date and End Date fields in TeamBoard TimePlanner to corresponding Jira fields.

Note that when mapping date fields to Jira, the app adheres to Jira’s specifications, which may limit certain advanced features like scheduling tasks multiple times or assigning one task to multiple users.

If your team normally schedules one task to multiple resources, you may skip to the next step.

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📚 Learn more: Step-by-step guide on how to setup Jira Date Field in TimePlanner

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