Advanced Features - Famstack Users Guide

📅 Resource Planner

Understanding Resource Planner

The Resource Planner provides a comprehensive view of resource allocation, helping you plan and balance workloads across projects and team members.

Accessing Resource Planner

Navigate to Project → Resource Planner

Select date range and filters

Resource allocation view is displayed

Resource Planner Views

Timeline View

Shows resources on a timeline:

X-axis: Dates
Y-axis: Employees or Projects
Bars: Allocated hours
Color coding: Project or status

Resource View

Grouped by employee:

See each employee's workload
Identify over-allocation
Find available capacity

Project View

Grouped by project:

See resource needs per project
Identify resource gaps
Plan resource assignments

Using Resource Planner

Viewing Allocations

Select date range

Filter by teams or projects

View allocations on timeline

Identifying Over-Allocation

Look for:

Red indicators showing over-allocation
Hours exceeding capacity
Conflicting assignments

Finding Available Capacity

Identify:

Employees with available hours
Time periods with capacity
Under-utilized resources

Planning New Assignments

Find available resource slot

Drag and drop or create new assignment

Adjust hours and dates

Save assignment

Resource Capacity Settings

Configure employee capacity:

Open employee details

Set weekly capacity (hours per week)

Set availability dates

Save settings

💬 Feedback System

Understanding Feedback

The Feedback system allows you to collect structured feedback on projects, helping improve processes and track satisfaction.

Accessing Feedback

Navigate to Project → Feedback

Or open Project Details → Feedback tab

Requesting Feedback

Open project details

Go to Feedback tab

Click "Request Feedback"

Select feedback template

Select recipients (team members, clients)

Set due date

Send feedback request

Submitting Feedback

Receive feedback request (email or notification)

Click link to open feedback form

Answer questions/rate items

Add comments

Submit feedback

Viewing Feedback

View collected feedback:

Summary statistics
Individual responses
Comments and suggestions
Trends over time

Feedback Templates

Organizations may have predefined feedback templates:

Project completion feedback
Team performance feedback
Client satisfaction surveys
Process improvement feedback

🏢 Accounts Management

Understanding Accounts

Accounts represent clients or business entities. Projects are associated with accounts for organization and reporting.

Accessing Accounts

Navigate to Project → Accounts

List of accounts is displayed

Viewing Accounts

Account list shows:

Account name
Account code
Contact information
Number of projects
Total value
Status

Creating Accounts

Click "CREATE ACCOUNT"

Fill in account information:

Account name (required)
Account code
Contact person
Email
Phone
Address
Billing information

Click "Create"

Editing Accounts

Find account in list

Click "Edit"

Update information

Save changes

Viewing Account Details

Click on account name to see:

Full account information
Associated projects
Contact history
Billing information
Account notes

Account Projects

View all projects for an account:

Open account details

Go to Projects tab

See all projects associated with this account

🔍 Advanced Search

Global Search

The search bar in the header allows you to search across:

Projects
Tasks
Employees
Accounts
Files

Using Global Search

Click in the search box (top header)

Type your search term

Results appear as you type

Click on a result to open it

Dedicated Search Page

Navigate to Project → Search

Use advanced search filters:

Search by type (Project, Task, etc.)
Date range
Status
Team
Custom fields

Enter search terms

Click "Search"

Search Operators

Some search fields support operators:

Quotes: Exact phrase ("project name")
AND: All terms must match
OR: Any term can match
NOT: Exclude terms

Saved Searches

Save frequently used searches:

Create search with desired filters

Click "Save Search"

Name the search

Access saved searches from dropdown

📅 Calendar View

Understanding Calendar

The Calendar view provides a visual timeline of projects, tasks, and activities.

Accessing Calendar

Navigate to Project → Calendar

Calendar view is displayed

Calendar Views

Month View

Shows monthly calendar grid:

Projects and tasks on their dates
Color coding by type or status
Click date to see details

Week View

Shows weekly timeline:

More detailed view
See task durations
Better for planning

Day View

Shows single day in detail:

All activities for the day
Time breakdown
Detailed schedule

Filtering Calendar

Filter calendar by:

Projects
Teams
Task status
Employee

Creating Items from Calendar

Click on a date

Select "Create Task" or "Create Project"

Date is pre-filled in form

Complete creation

🔔 Notifications

Understanding Notifications

The system sends notifications for important events and updates.

Accessing Notifications

Click bell icon (🔔) in top header

Notification panel opens

Notification Types

You may receive notifications for:

Task assignments
Task status changes
Project updates
Comments and mentions
Due date reminders
Timesheet reminders
Feedback requests

Managing Notifications

Marking as Read

Click on notification

It's marked as read

Marking All as Read

Click "Mark All as Read" in notification panel

Notification Settings

Go to Profile → Settings

Find Notification Preferences

Configure which notifications you want to receive

Set email vs in-app preferences

Save settings

🔗 Integrations

Microsoft Single Sign-On (SSO)

If enabled, you can log in using your Microsoft account.

Click "Sign in with Microsoft" on login page

Authenticate with Microsoft

Automatically logged into system

External Leave Systems

If integrated, leave data can sync:

Go to Timesheet

Click "Sync Leaves"

Leave data is imported

Email Integration

Email notifications are sent for:

Task assignments
Project updates
Due date reminders
Report deliveries

API Access

For technical users, the system may provide API access for:

Data integration
Custom applications
Automated workflows

📌 Note: API access and integration features depend on your organization's configuration and your access level.