Features

Smarter Planning. Greater Performance.

24Planning: 2 scheduling solutions in 1 app.

For project teams, 24Planning offers a powerful Gantt Chart application with hierarchies, dependencies and milestones.

For resource scheduling, 24Planning empowers teams with a dynamic, drag-and-drop digital planning board. From employee scheduling and shift planning to resource allocation, the solution works with any Salesforce object.

With an intuitive and visual scheduling platform, 24Planning puts you in full control. Reduce errors, save time and optimize team coordination with a smart, centralized solution that adapts as your needs evolve.

Feature Overview

Explore how 24Planning supports Gantt charts and resource scheduling across both Planner and Admin roles.

Feature

Planner

Admin

One planning solution for Gantt Chart and Resource Scheduling

Built on one data model, 24Planning supports 2 planning views: a Gantt Chart for project management and Resource Scheduling for allocating resources.

Gantt Chart – Model hierarchies & dependencies

Drag-and-drop interface to model hierarchies and dependencies between projects, tasks, subtasks & milestones.

Gantt Chart – track task completion rate

Track the completion of tasks and progress of the overall project.

Gantt Chart – Allocate resources & check resource availability

Allocate resources to tasks and link it to the workschedule.

Interactive Visual Resource Planning Board

Drag-and-drop interface to manage tasks, resources, and timelines directly in a visual layout native to Salesforce.

Resource Planning – Task Reassignment via Drag & Drop

Quickly move tasks between team members or days with simple drag-and-drop or keyboard shortcuts – ideal for fast-paced planning teams.

Resource-Based Timeline View

Gain a horizontal timeline view grouped by resource (person or asset), enhancing clarity and team coordination.

Resource Planning – Custom Time Window

Select planning windows from daily to multi-month views depending on project scope or planning need.

Resource Planning – Advanced Filtering of Resources

Filter team members by availability, skills, or tags to optimize task allocation directly within the Salesforce UI.

Setup of Work Schedules

Admins define working hours, shift rotations, and public holiday calendars for precise availability planning.

Custom Automation with Salesforce Flows

Admins configure screenflows with custom action buttons or flows that validate constraints.

Multi-object Salesforce Planning

Use any Salesforce object for scheduling: Cases, Work Orders, Projects, Appointments, and more.

Real-Time Collaboration

Instant updates reflect across users, reducing communication delays and improving team visibility.

Custom Styling of Records

Visual indicators like color-coding can be applied based on status, priority, or custom logic.

Responsive Interface

The platform is fully responsive and device-agnostic, offering a consistent, native Salesforce experience across desktop, tablet, and mobile. This ensures planners and admins can manage schedules from anywhere, increasing flexibility and responsiveness.

Salesforce Flow Integration

Admins can use Salesforce Flows to automatically validate planning conditions. For example, if a technician isn’t certified for a task, it can automatically be flagged or colored differently, helping maintain quality and compliance.

Datasets & Datasources

Admins can configure which Salesforce records and fields appear on the planning board, allowing for full control over data visibility and relevance in different contexts (e.g., room booking, equipment usage, workforce planning).

Visual Task Dependencies

Visualize links between scheduled tasks to understand how one affects another. This makes it easier to anticipate delays, manage risks, and coordinate dependent work more efficiently.