Peak Plan

How do I get started with Peak Plan?

In two steps: choose whose time you're planning, and check the projects. People and projects come from Peak One. Then you put the first work straight into a person's row, and Peak immediately shows who is free and who has too much.

1. 01Open Peak Plan.
2. 02Tick the people you're planning and check their hours per week.
3. 03Check the projects or create a new one.
4. 04In the planning view, tap a week for a person and choose the project and hours.

What does the weekly review do?

It checks the next four weeks in a fixed order: overbooking, work during absences, projects without staffing, work after a project's end and lots of free time. If everything is healthy, one click is enough.

1. 01Open “Review” in Peak Plan.
2. 02Go through the items step by step and accept suggestions or open the spot in the planning view.
3. 03Finish the review.

How do I enter vacation or sick leave in Peak Plan?

Directly in the schedule or under “Team”. Types are Vacation, Sick, Holiday, Training and Away. Peak subtracts the time from available capacity and flags work that falls within the absence.

1. 01In the schedule, tap a week for the person.
2. 02At the top, choose “Absence” instead of “Work”.
3. 03Choose the type and enter “From” and “To”.
4. 04Click “Add”. To change or remove it, tap the absence again.

How do I change a person's hours, workdays or internal time?

Under “Team” with “Change capacity”. There you set role, hours per week, internal time (meetings, admin) and workdays. “Show in plan” decides whether the person appears in the schedule. Peak recalculates utilization right away.

1. 01Open Peak Plan → “Team”.
2. 02Click “Change capacity” for the person.
3. 03Adjust “Hours per week”, “Of which internal (meetings, admin)” and “Workdays”.
4. 04Click “Save”.

How do I plan someone who doesn't have a Peak account, such as a freelancer?

Add the person in setup with “+ Add person”. They're created in Peak One and don't need access to be planned. In the list, they appear with “no access”.

1. 01Open Peak Plan and choose “Select team”, or open setup via the link below.
2. 02Click “+ Add person”.
3. 03Enter name, role and hours per week. The email address is optional.
4. 04Click “Add” and check the person for planning.

How do I move or extend an assignment?

Tap the assignment in the schedule. There you move it by a week, make it shorter or longer, give it to another person or set exact dates. You can also drag it to another week or person. Every change can be undone with “Undo” in the status bar at the bottom.

1. 01Tap the assignment in the schedule.
2. 02Choose “← 1 week earlier”, “1 week later →”, “Shorter” or “Longer”.
3. 03Under “Person” you hand the work to someone else; under “Exact dates” you set start and end.
4. 04Clicked the wrong thing? “Undo” in the status bar.

How does Peak Plan calculate utilization?

Available time is the person's weekly capacity minus internal time and absences, prorated by their working days. Assigned time is the hours of all projects in that week, prorated if an assignment starts or ends mid-week. Under 60% counts as underutilized, up to 85% as healthy, up to 100% as full, and above that as overbooked. None of this is stored; it's recalculated every time you open it.

Can I view the schedule by project instead of by person?

Yes. At the top of the schedule, switch between “People” and “Projects” under “Plan by”. With “Projects”, projects are in rows and weeks in columns, with planned hours and people per week. Use the arrows and “Today” to page through the weeks.

Why doesn't Peak Plan save my assignment or capacity?

A value is outside what Peak Plan accepts. Capacity and hours per week are between 0 and 80, and internal time can be at most as high as capacity. An assignment needs a person, project, period and hours, and the end can't be before the start. Absences can span at most one year.

Why does Peak Plan say “No one to plan yet.”?

You haven't selected anyone whose time you plan yet. Names and accounts come from your organization. With “Select team” you check the people. You can't continue without at least one person.