Manage Resources & Capacity with SuperPlanner

4 minute(s)

SuperPlanner is a capacity planning solution that provides advanced scheduling and resource management capabilities that go far beyond monday.com’s native limitations. From intelligent task allocation to real-time workload tracking and complex capacity calculations, SuperPlanner gives you total control over how your team, time, and projects align.

This guide shows you how to get started with SuperPlanner, from installation and resource setup to managing vacations and visualizing your team’s realtime capacity.

Add SuperPlanner Column

• Navigate to the Column Center: Click on the “+” icon at the top of your board to open the Column Center. Alternatively, click the three dots on any column and click ‘Add column to the right’.
• Click ‘More columns’.

• Type “SuperPlanner” in the search bar and select the SuperPlanner column to add it to your board.

How to Configure the SuperPlanner Column

• Click on the SuperPlanner column.
• On the Welcome screen, click ‘Get started now‘.

Configure the following sections:

• Resources: Connect your resources to the board by selecting them from your resource list.
• Task Timeline: Set the task duration.
• Task Status: Choose the Status column for tracking progress.  
• Planned Effort: Input the estimated time you expect the task to take.
• Actual Effort: Use the Actual Effort column for tracking planned effort against actual execution time.
• Once done – click Configure

• Note: If the Planned Effort column stays empty all tasks will be calculated as a full day during the task durations.

Assign Tasks with the SuperPlanner Column

To assign resources to a task, click on the SuperPlanner Column

• Each resource appears with their current capacity for the specific duration of the new task. Hover over any resource to preview what their capacity will look like if you choose to assign the task.

• Pro-tip: Capacity levels are color-coded: Green (<80%), Yellow (80-100%), and Red (>100%).

• You can Search or Filter by Role and Skills.

• To see which tasks are assigned to a resource for the specific duration of the new task, click the small right arrow. Tasks from all boards (including private) appear.

• Note: Tasks from private boards are shown but details remain hidden and you cannot make changes to private tasks.
• Note: You can make changes to the assigned tasks directly from the SuperPlanner column to free up a resource.

How to Add New Resources

You can add new resources in three different places:

1 – The SuperPlanner configuration popup – click resources, then create new resource

2 – The SuperPlanner Workload tab – click  add resource

3 – In the SuperPlanner Resources tab there are 2 options – Add Line\Resource or Add Resources button at the top right

• Pro-tip: Defining roles and skills will help to assign the right resource to the right task and will allow for easier task filtering.
• Pro-tip: Define working days, daily capacity, and holiday calendars carefully as these are the basis for the capacity calculation for every day and task.

How to Use the Workload Tab

The Workload tab provides a clear, graphical overview of your team’s resource allocation. Workdays are displayed against a white background, while vacations and time-off are distinctively marked with gray shading or lines.

Daily workload is shown as a percentage based on each resource’s individual capacity, using color-coded indicators for quick assessment.

You can click on any resource to expand and view its active tasks.

Managing the schedule is intuitive: simply drag and drop tasks to reassign them, or drag the task edges to extend or shorten the task timeline.

All tasks are color-coded according to their status for easy visual tracking.

Calendars and Holidays

There are three levels of calendars in SuperPlanner

• Country holidays
• Account calendars (company or teams calendars)
• Private vacations

Country holidays and Account Level calendars can be assigned in three places:

1 – New Resource page

2 – Edit Resource page

3 – SuperPlanner Management Resource Tab

To add account level calendars

• Go to SuperPlanner Management.
• Go to Management Page.

• Under Calendars, write the Name of the new calendar.
• Click Add calendar.

• To add Holidays\Vacations to the calendar click on Holidays.

• Write the Name select the Dates and click Add

Add Private Vacations

You can add Private Vacations from Workload Page or from Resources Page.

• Click on the calendar icon related to the resource.

• Write the Name select the Dates and click Add.

• Note on Uninstallation – Please be aware that uninstalling this app does not automatically delete your stored data or reset your custom configurations. This ensures your settings remain intact should you choose to reinstall in the future. If you wish to permanently remove all data, please reach our our support at support@spot-nik.com