Dashboard
Workload, capacity, due dates and import/export sync.
Syncing...
Shared mode: Data is saved on the hosting and checked automatically every 4 seconds. Full data downloads only when something changed. Month cards use the selected month/year. Weekly capacity bars use the current Monday-Sunday week. PTO blocks assignments for that member/day. 7+ projects triggers overload warning with override. Last sync: starting...
Capacity by Team Member
Current weekSuggestions
Auto-generatedBy Category
By Status
By Complexity
Assigned Work
Focused list for the selected week/month.Summary
Selected personPersonal Calendar
Week or month viewActive Calendar Work
Current assignments and due dates. Quoters have read-only access and can request a date change.Project Request QueueQuoters submit work here. Requests stay outside the assignment calendar until an administrator reviews and assigns them.
Exact-name duplicate protection
Unassigned Project Requests
New projects and new phases for existing projects use the same controlled queue.Master Project HistoryOne exact project name with every phase-specific Q#/Oasis, startup and site visit linked beneath it.
Separate storage · Calendar unchanged
Master Projects
Names match exactly. BLDG, SUITE, FLOOR and similar title differences remain separate projects.Podio Import Center
Review everything first. Nothing is written until Commit Import is pressed.1 · Select the six “All” exports2 · Dry Run and matching review3 · Commit one backup-protected batch
Field OperationsStartups and site visits live here, separate from the assignment calendar.
Does not affect Calendar