Welcome to Caperity!
This guide walks you through the basic setup so you can start planning.
Step 1: Set Working Time Defaults
Default working hours are applied when you create new team members. Set your team’s default schedule under Settings → Working Time Defaults:
Later you’ll learn how to set individual schedules per person.
Set the default schedule in the table below and click Save:
Step 2: Add Your Projects
Choose Projects from the left navigation, then choose Create Project to create your first project.
You can also upload projects from a spreadsheet by choosing Import Projects.
Step 3: Add Team Members
Go to People, and add your team members by choosing Create Team Member.
Team members can also be imported from a spreadsheet.
Step 4: Adjust Individual Schedules (If Needed)
Each team member can have their own working schedule. Part-time setups and temporary schedule changes can also be managed individually.
To adjust a person’s working hours, select Maintain Working Hours :
Step 5: Assign People to Projects
Map your team members to the right projects.
Go to the Team tab in the Project dialog to set the project team:
If you don’t see a project in Project View, it is because no team member has been assigned yet.
Step 6: Add Your Local Holidays
Caperity factors in time off and holidays to determine availability.
Holidays can be maintained in Settings:
Importing Work From a Spreadsheet
You can import planning data (planned work by project and team member) from a spreadsheet or time tracking export via Settings → Import.
Caperity accepts row-based data in this format:
- project
- team member
- date
- hours
Where Do You Get Help?
If you need help getting started, let us know via the contact form.
We’re more than happy to help.