Planhat

Planhat includes a range of functionality for forecasting upcoming time/work and User capacity

PSA releases 2026 - resource allocation and Gantt

The Scheduled Time model is used for recording forecasted time - work to be done - for project planning and resource allocation

Scheduled Time data model

You can add Scheduled Time in Workflow Templates to either Task steps or the whole Workflow. This means time is automatically booked in when a Workflow Template is applied and…

Scheduled Time in Workflow Templates

It's easy to assign the right User to upcoming work (Scheduled Time) using the "Resource Allocation" Page

"Resource Allocation" System Report Page

Use Utilization Tables to analyze how planned or logged time compares to time available (i.e. visualize capacity), for Planhat Users and for Teams

Utilization Tables

Although Planhat's extensive "core" functionality can be used in Service Delivery, there are additional features specially designed for time tracking

PSA releases 2025 - time tracking

The Time Entry model is used in Service Delivery to log how you have spent your time (e.g. 2 hours on March 5th working on Project X)

Time Entry data model

Each Timesheet is a collection of Time Entries logged by a User for a week. It's easy for Managers to review and approve Timesheets

Timesheet data model

Learn how to create Time Entries (log time) in bulk, and create (submit) Timesheets

"Timesheets" Home feature

Learn about specialist PSA time-tracking functionality in Planhat, from the perspective of Individual Contributors (ICs) tracking their time

Time tracking for Users

Learn about specialist PSA time-tracking functionality in Planhat, from the perspective of Managers

Time tracking for Managers

In this article, we discuss the tenant setup steps to use specialist PSA time-tracking functionality

Time tracking for Admins

Use Work Roles in Workflow Templates to assign ownership of work based on job/department (e.g. Project Manager) rather than relation to the Company

Work Roles overview

Work Role permissions, Billing Rate and Cost Rate, how to view the Work Role tab/column, Work Roles in Resource Allocation, and more

Work Roles - technical deep-dive

Carly Hammond

Specialist features for Service Delivery / Professional Services etc.

Planhat Service Automation (PSA)

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