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Choose company settings ​

Set the scheduling rules and features everyone in the company shares. Open Settings near the bottom of the left menu. Editors can change most of these; only Owners and Admins can change Overview access.

Company setup ​

SettingWhat it changes
Allocation unitsEnter work in Hours, Days or Blocks. Days is the default.
Company-wide working daysSet the shared working week. A person's own working pattern also applies.
Date formatChange how planning dates appear for everyone.
Overview accessChoose who can open Overview. Admins is the default (Owners and Admins always have access).

Changing working days recalculates capacity for existing work; it does not move bookings.

Scheduling features ​

Under Company features, Use disciplines starts on for a new company; the others start off.

SettingWhat it changes
Use disciplinesGroup people by discipline. Create the names and colours on Disciplines.
Show placeholdersPlan unfilled project roles.
Show external resourcesTrack work assigned outside your team.
Inline activity creationAdd activities while making a booking.
Show task field in scheduleAdd a short task description to bookings.

Turning a switch off hides existing information; it does not delete it.

Internal work always appears in neutral grey. Resources and Schedule split people into Studio and Supplementary only once someone is marked Supplementary.

Tell company settings from your own ​

My display changes only the current browser. Each teammate chooses their own display preferences.

Week start and time zone are fixed when the company is created. They are shown under Data and support → Company details.

Next: Settings — every setting in detail.

CapacityLens is open source under AGPL-3.0.