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FIG 0.0 · TEAM PLANNING

Oracle schedules your team for you.

Schedule your team on a monthly Gantt you drag around: live capacity, conflicts caught and resolved, plan vs reality on your real punched hours. And if you want to move fast, Oracle schedules for you — and it warns you before overloading anyone.

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toncrm.io team planning: drag-and-drop Gantt view of projects and the crew's schedule.
FIG 0.1 · THE SCHEDULE FROM ONE SENTENCE

Tell it who goes where — it schedules, and it catches the conflict.

Instead of moving everyone by hand, you can just tell Oracle: “assign Pierre to the Pro-Habitat site Thursday and Friday.” Oracle creates the assignment, moves it, or removes it — and best of all, it warns you right away if Pierre is already overloaded that day. You don't have to check yourself whether it fits: it knows and it tells you.

You stay in control — Oracle suggests and does what you ask — but you save yourself the headache of juggling who's available when. For a boss planning between two calls, it's like having a dispatcher who knows everyone's availability by heart.

Creates an assignment
“Assign Pierre Thursday and Friday.”
Moves an assignment
“Move Mélanie's site to Monday.”
Warns about overload
“Pierre goes over 12 h Friday.”
Lists who does what
“Who's on Pro-Habitat this week?”
FIG 0.2 · BY HAND TOO

A monthly Gantt you drag.

You can do it all by hand, on a clear monthly Gantt: each team member on one row, their assignments as bars colored by project across the days of the month. You drag a bar to reschedule it, and it moves right away. You click an empty cell to create an assignment already pre-filled with the right person and the right date.

And it's precise: you set hours per day and a role on each project — not just “full time,” but “4 hours, as an assistant.” Your planning reflects the real reality of your site, not an all-or-nothing grid.

Pre-filled cell click Hours + role
June · team
Pierre
Mélanie
Simon
Drag a bar to reschedule
Capacity · this week
PierreOVERLOAD46 / 40 h
Simon38 / 40 h
Mélanie22 / 40 h
FIG 0.3 · BEFORE BURNOUT, NOT AFTER

Nobody overloaded without you knowing.

A poorly balanced schedule means burned-out people on one side and dead time on the other. toncrm shows you a capacity view: who's busy and how much — assigned hours versus available hours — with the overloaded ones up top. You see at a glance who's swamped and who has room.

And if someone ends up over twelve hours in a single day, toncrm flags it in red and suggests how to fix it. You catch the overload — and fix it — before it burns someone out.

Shift
Push the assignment to a free day.
Reassign
Give it to someone with room.
Split
Spread it across available slots.
FIG 0.4 · PRO PROJECT LOGIC

Dependencies and a critical path — like MS Project.

toncrm handles the kind of project logic that usually lives in expensive tools like MS Project or Primavera. You can define dependencies between your phases — a phase can't start until another is finished, with four ways to link them — and toncrm identifies your critical path: the sequence of phases that determines your true end date.

You know which phases have slack and which ones, if they slip, drag the whole project with them. The scheduling intelligence of a pro tool, inside your CRM, at a fraction of the price — without learning a thousand-dollar piece of software.

FoundationCritical
Framingafter FoundationCritical
Electricalafter Framing
Finishingafter FramingCritical
Plan vs actual · by project
Pro-Habitat120 h148 h
Réno Bouchard80 h72 h
Commercial Larue200 h236 h
Compared to hours actually punched · sorted by gap.
FIG 0.5 · THE DIFFERENTIATOR

Plan vs reality — on your real hours.

This is where toncrm stands apart from a Monday or an Asana. Because time punching is native in the same product, toncrm compares what you had planned to what your team actually punched. The variance is real, not an estimate: you see which projects went over and which came in under, sorted by gap.

Classic tools make you plan in a vacuum, never closing the loop. toncrm shows you the truth: you plan, then you see if you were right — gold for fine-tuning your next estimates.

FIG 0.6 · THE BIG PICTURE

Burndown and portfolio — your team at a glance.

To track where things stand, you've got a burndown per project: your remaining planned hours versus what's really been burned, to see if you'll finish on time or blow past. And a portfolio view gives you a twelve-week heat map across all your projects.

Instead of just looking at today, you get the whole picture: the weeks coming in heavy, the projects eating up your people, the gaps where you could fit a new contract. The kind of perspective that helps you say yes or no to a job before committing.

Portfolio · 12 weeks
Pro-Habitat
Réno Bouchard
Commercial
Light
Heavy
FIG 0.7 · THE RIGHT VIEW FOR EACH PERSON

Everyone sees their own timeline.

Not everyone needs to see the big team Gantt. toncrm has three views: the team Gantt for admins, a personal timeline for each employee (they only see their own assignments), and the capacity stats. And on the phone, you get a real weekly list grouped by member — not a shrunken Gantt.

Team Gantt
For admins who plan.
My timeline
The employee sees their assignments.
Capacity
The workload stats.
Mobile list
Weekly, grouped by member.
When you assign someone, that person is notified in the app — they know where things stand without you having to text them.
FIG 0.8 · IN SHORT

Team planning, in short.

Monthly Gantt (member × days, bars colored by project) that you drag to reschedule
Live capacity (workload, overloaded ones up top) · conflict > 12 h detected + 3 ways to fix it
Hours per day + role per project (not just “full time”)
Phase dependencies (4 types) + critical path identified
Plan vs reality on real punched hours (variance sorted by gap)
Burndown per project + portfolio (12-week heat map)
3 views (team / my timeline / capacity) + dedicated mobile list · Oracle plans (creates/moves + warns)
FIG 0.9 · FREQUENTLY ASKED QUESTIONS

Everything about planning.

Yes — you ask it to assign, move or remove an assignment, and it does, warning you right away if the person is already overloaded that day.

Planning is your team's schedule across projects (a month-by-employee Gantt). The calendar is for booking appointments. And time punching feeds the plan vs reality of your planning.

Yes — since time punching is native, toncrm compares what you planned to what was actually punched, and shows you the gaps.

Yes — you define dependencies between your phases and toncrm identifies the critical path that determines your end date, like a pro project management tool.

The person gets a notice in the app. And if an assignment creates an overload of more than twelve hours in a day, it's flagged with ways to fix it.

Yes — on mobile, you get a clear weekly list grouped by member, designed for the screen, not a shrunken Gantt.
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