P Planera

Who has room,
week by week

Planera replaces the planning spreadsheet. Your people run down one side, the weeks run across, and every week is shaded by how full that person is. You see who is free, who is full and who is overbooked before you say yes to the next project.

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Planera's plan grouped by person: seven people down the side, weeks 30 to 48 across, and each week's cell shaded by how many days that person is booked, with overbooked weeks in red. Above them, a Company load row shows the whole team's load per week.

Each number is days booked that week. The Company load row on top adds the whole team up, with pipeline work drawn paler above the signed work.

People against projects

A planner books someone onto a project at so many days a week for a run of weeks, and Planera keeps the sums. An Unstaffed row under the people holds the work nobody is booked on yet, and each project's page shows the weeks it is still short. It is planning at the level of weeks and people, not a task board: there are no tickets, sprints or cards to keep up to date.

Load

A shade for every
day of the week

Load runs in steps of one day of that person's week, from empty to full, and red once they are past full. A four-day week at Easter holds four days, not five, and someone on 32 hours is measured against 32.

Show days, hours or percent in the cells, or nothing at all
One colour in steps, or traffic lights if your team is used to them
Week, month or quarter columns on one timeline that scrolls without end
Count tentative work in the load, or leave it out, with one switch
Public holidays and your own days off taken from the working calendar
Planera's Display menu open over the plan: an Include tentative switch, a choice of days, hours, percent or no numbers, row height, a Gradient or Traffic lights colour choice, and a scale from 0 to 6+ explaining that a step is a day of that person's week and red is past full.

Projects

See what a project is still short of

Every project has a page of its own: what the plan needs each week, who is staffed on it, and the gap between the two. When someone has room in the weeks you are short, Planera names them and books them into the gaps in one click.

The page for a project called Kommun Portal: 53% of the plan staffed, 61 days still to fill and three people on it. Rows for Needed, Staffed and Short by run week by week above the three people's booking bars, and a suggestion offers to book David Jensen into the gaps. A budget bar at the foot reads 656 of 1300 h planned.
How much of the plan is staffed, and how many days are still to fill
Planned hours against the budget, at the foot of the page
Drag the ends of the period to move it
The weekly need follows the calendar, so Christmas weeks ask for less

Pipeline

Plan the deals you have not won yet

Mark a project tentative and plan it like any other. It is labelled in the plan, drawn paler in the company load, and kept apart on each person's page under Being considered, where Planera warns you which weeks it would push past full.

Planera's plan grouped by project. Five pinned projects sit at the top with a pin beside each name, followed by the rest, among them Vinge pitch and Region Skåne marked TENT. for tentative. Each week shows the days booked on that project.

Pinned to the top

Pin the projects that matter most and drag them into order. The order is the same for everyone in the workspace, and a project that is closed and reopened comes back to its place.

Ongoing, finished or cancelled

Say a project runs until further notice, mark it completed when it has run past its end, or cancel it on the day it stopped. Reopen it if it comes back.

History that stays put

Closing a project frees the weeks after it and leaves the weeks before it alone, so last month's load never changes. Someone still booked past the planned end shows as overdue, not as done.

Planning

Change the plan where you see it

There is no form to open for the everyday moves. You plan on the timeline itself, and the bar at the foot of the screen sums up whatever you have selected.

Drag to book

Drag across free weeks in someone's lane, pick the project, and the booking is there. Drag a bar to move it, or its ends to make it longer or shorter.

Type the amount

Select a run of weeks and type how much: 3 for three days, 24h, 50% or +1. A few weeks that need less get their own amount without splitting the booking in two.

Leave that fixes itself

Book a holiday or parental leave like any other work. If it overbooks those weeks, Planera offers to trim the work underneath, and the trim follows the leave if you move it.

Go to any week

Search jumps to a person, a project or a week, even one years away. Saved views keep a set of projects one click from the top of the plan.

A person's page in Planera on a phone: Sara Nyström, 32 hours a week, 60% booked and 21 days free over the next 13 weeks. Rows for Booked and Room left sit above her committed projects as bars, then a Being considered section with one tentative project, and her planning note at the foot.
On a phone

The plan in
your pocket

Planera fits a phone screen without a separate app. The names shrink to avatars so the weeks get the room, and every person and project opens its own page.

A person's booked share and free days over the coming weeks
Room left per week, counted in days
A planning note that says why their weeks look the way they do
Step from one person to the next with the arrows

Your workspace

One set of projects, one set of people

The same projects everywhere

Projects and clients live in the workspace's core, so the project you plan here is the same project your team logs time on in Tida.

One working calendar

Red days and your company's own days off come from the workspace's working calendar, shared with Tida and Alma. Every figure is measured against the week a person actually has.

The right people can change it

Owners and admins plan everything. Members can book and change their own work and pin projects. A guest you let in sees the plan read-only, without budgets, clients, leads or planning notes.

The plan is stored on your workspace's own EU server, with everything else in it. If your workspace also runs Reda, the AI assistant sits beside the plan and can start a project or change its hours when you ask.

What Reda does in Planera →

Say yes to the next project
knowing who will do it

Planera is €10 a month per workspace, for everyone in it, on your own European server.

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