Staffing, Gantt, and Kanban display the same underlying tasks. A booking created in the Staffing view is a task like any other — it appears in the other views and in reports immediately.
Opening a Staffing view
1
Open the Tasks page
Click Tasks in the sidebar, and pick the task category you want at the top of the page.
2
Select or create a Staffing view
Click a Staffing view tab above the task list. To create one, click Add a view and select Staffing. Like every saved view, it remembers its own settings and filters.
Reading the timeline
Each row is a person (or a project, depending on the grouping). Each bar is a booking: a task scheduled between two dates, shown in the task’s color. The bar displays the task name — and, when there is room, its date range and the secondary project path.- A vertical line marks today; the Today button scrolls back to it.
- The timeline extends into the past as well as the future — keep scrolling left to review earlier plans.
- Bar edges snap to working days, so bookings line up with what people can actually work.
Grouping rows
Open the ⋯ menu on the view tab and use Group by to choose what the rows represent:- People — One row per person, with their bookings and a capacity strip.
- A project category — Pick a category and a level (or All levels); one row per project at that level, showing everyone booked on it.
Creating a booking
A booking doesn’t need a task name — the fastest way to staff someone is to book them on a project for a date range. Beebole names the booking automatically from the person and the project.1
Drag on the timeline
In a person’s row, click and drag across the dates you want to book. An editor opens in place of the bar.
2
Pick the project
Select the project the person is booked on. When grouping by project, you pick the person here instead.
3
Set the allocation
Enter the percentage of the person’s working time the booking takes (100% by default), then press Enter to confirm.
Moving and resizing bookings
- Move — Drag a bar left or right to shift its dates; the duration is preserved.
- Resize — Drag the left or right edge to change the start or end date.
- Reach beyond the visible range — Drag a bar to the edge of the timeline and it auto-scrolls, so a booking can be moved or extended past what is currently on screen.
- Reassign — Click a bar to open its editor and change the project or the allocation percentage. Changes are saved automatically.
Bookings managed in the Gantt
Some tasks have a schedule the Staffing view must not change. When you try to edit one, Beebole shows Managed in the Gantt with the reason:
Open the Gantt chart to adjust these tasks.
Workload and capacity
Each person’s row includes a capacity strip: one cell per period comparing their planned load to their available capacity. Capacity comes from the person’s work schedule minus their absences, and each booking counts for its allocation percentage.- Hover a cell to see the numbers — how much is used of the period’s capacity and how much is remaining.
- Overload — A full cell signals the person is booked beyond their capacity for that period; an indicator under the date in the timeline header flags overloaded periods for the whole view.
- Hours or days — Open the ⋯ menu on the view tab and use Unit to switch every figure between hours and days.
Filtering
Use Filters in the page header to narrow the view — by project, owner, or tags on people and projects. Filters on people or projects hide entire rows; other filters hide only the bars that don’t match, keeping the row visible.Related content
Tasks
What tasks are in Beebole — creating, assigning, and tracking time on them.
Gantt chart
Schedule tasks on a timeline, sequence them with dependencies, and manage recurring tasks.
Work schedules
Define the working hours that determine each person’s capacity.
Planned vs. real report
Compare the time you planned in Staffing and Gantt with the hours actually logged.
Frequently asked questions
What is the difference between the Staffing view and the Gantt chart?
What is the difference between the Staffing view and the Gantt chart?
Both display the same tasks. The Gantt chart in Beebole is task-centric — one row per task, with dependencies and hierarchy. The Staffing view is person-centric — one row per person, with their bookings and remaining capacity. Use the Gantt to structure the work, and Staffing to balance who does it.
Does a booking need a task name?
Does a booking need a task name?
No. In Beebole you can book a person on a project for a date range without naming a task — the booking is named automatically from the person and the project. You can add a name later if the work becomes a concrete task.
How does Beebole calculate a person's capacity?
How does Beebole calculate a person's capacity?
Capacity comes from the person’s work schedule minus their absences, per period. Each booking consumes capacity according to its allocation percentage — a 50% booking on a 40-hour week uses 20 hours.
Why can't I move a booking in the Staffing view?
Why can't I move a booking in the Staffing view?
The task’s schedule is managed in the Gantt. Recurring tasks, tasks in a recurring series, tasks with subtasks, and tasks with dependencies show a Managed in the Gantt message — open the Gantt chart to change their dates.
Can I plan further back than the visible timeline?
Can I plan further back than the visible timeline?
Yes. The Staffing timeline scrolls into the past as well as the future, and dragging a bar to the edge of the screen auto-scrolls so you can drop it beyond the visible range. The Today button brings you back to the current date.