What is the new "Time-Based Scheduling" method in the Resource Planner?

The new “Time-Based Scheduling” method is an enhancement to Klient PSA scheduling platform. It allows users to input total hours for a task assignment and distribute those hours over different timeframes, such as per day, week, month, or quarter. Users can also set editable start and end dates, which dynamically update the scheduling calculations.

How does the system handle holidays and non-working days in the new Time-Based Scheduling?

The system automatically detects and excludes holidays and non-working days when allocating hours in Time-Based Scheduling. This feature can be controlled with a “Consider Time Off/Holidays” checkbox, which is enabled by default.

What is the purpose of the new "Project Import Wizard"?

The Project Import Wizard, which replaced the “Insert Task Template” button, allows users to add templates to existing projects. This provides an improved, guided experience for incorporating predefined task structures into ongoing projects.

How does the system link Timesheet Splits to Task Assignment and Task Assignment Schedule?

The system now automatically attempts to link Timesheet Splits to a matching Task Assignment Schedule (TAS) record based on the timesheet date, task, resource, and role. If a single match is found, the Timesheet Split is updated with the corresponding TAS and Task Assignment (TA). If no TAS is found, it then looks for a matching TA record. If neither is found, the Timesheet Split is saved as usual.

What enhancements have been made to preset management on the My Schedule page?

Users can now save, rename, and delete their personal presets on the My Schedule page. This provides greater control over custom scheduling views. These personal presets are independent of Global or Project Planner presets and cannot be shared.

What are the new sharing options for presets in the Workspace and Resource Planner?

New “Internal” and “External” sharing options have been added for presets in the Workspace and Resource Planner. The “Internal” option allows only internal project resources to view the preset, while the “External” option allows only external project resources with a Community Plus license to view it.

How does the Workspace now handle the rescheduling of linked tasks when dates are updated?

In the Workspace, when the start or due date of a task with predecessor links is updated, dependent tasks will now automatically reschedule. This ensures consistent behavior across the Workspace and aligns with the auto-scheduling functionality in the Timeline View.

feature spotlight 50.3.2 blog post image

KLIENT FEATURE SPOTLIGHT

Flexible Resource Scheduling in Salesforce:

How Klient PSA’s Time-Based Scheduling Optimizes Project Delivery

Published on June 10, 2025.

When your team manages complex projects across clients and internal workstreams, flexibility in resource scheduling can make or break project success. That’s why the new Time-Based Scheduling feature in the Klient PSA Resource Planner represents a major leap forward. Now available to all Klient PSA users, this powerful enhancement gives project managers and resource planners new flexibility to schedule hours exactly as projects demand, across any timeframe.
As you explore this feature, be sure to check out the FAQ and podcast episode below, both are packed with insights to help your team plan smarter.

Why Flexible Resource Scheduling Matters More Than Ever

Most consulting and SaaS delivery teams juggle evolving project requirements, multiple clients, and team members with variable availability. Traditional Resource Scheduling in Salesforce PSA systems often forces users to book exact hours on specific days, creating friction when project phases or resource needs shift.

Klient PSA’s Time-Based Scheduling changes that dynamic, by:

Easily allocate a total number of hours to a project task
Distribute those hours flexibly across days, weeks, months, or quarters
Automatically account for holidays and time off
Seamlessly update task timelines based on real-world resource availability

👉The result? Smarter project resource scheduling in Salesforce that matches how modern delivery teams actually work.

How Time-Based Scheduling Works in Klient PSA

Time-Based Scheduling introduces a new scheduling mode in the Klient PSA Resource Planner (you’ll now see both Time-Based and Standard Scheduling tabs).

Here’s how it works:

Set total hours and time frame: Enter how many total hours you want to allocate to a task, and select a distribution period: per day, per week, per month, or per quarter.
Respect or override time off: By default, Time-Based Scheduling respects holidays and non-working days — intelligently redistributing hours to working days as needed. You can easily override this with a checkbox.
Visualize allocations: When using “Per Week,” a live Resulting Schedule shows exactly how hours are spread across the timeline — helping you fine-tune allocations.
Manage blocks flexibly: You can create multiple scheduling blocks on the same task (perfect for phased work), and delete or adjust them independently without affecting other plans.
Dynamic task timelines: Scheduling blocks automatically adjust overall task dates, giving your project plan real-time accuracy.

👉 For more Klient PSA Resource Planner best practices, see our eLearning courses.

Real-World Use Cases for Consulting & SaaS Teams

Consulting firms: Schedule varying resource allocations across project phases — e.g. 30 hours/week during initial discovery, followed by 5 hours/week for post-go-live support.

SaaS businesses: Manage internal team time on customer onboarding or success projects where resource needs change over weeks or months.

Global delivery teams: Automatically handle public holidays across different countries without manual rework.

Project managers & PMO: Keep task timelines fully aligned with actual resource availability, no more manually adjusting start/end dates.

Try Time-Based Scheduling Today

The first release of Time-Based Scheduling in Klient PSA is now live and ready to transform how your teams plan resources.
✅ See it in action in the FAQ & demos on this page
✅ Test it in your own Klient PSA Resource Planner workflows
✅ Current customers:Share feedback to shape future improvements

👉 Not a Klient PSA customer yet? Request a demo and see why more consulting and SaaS firms are choosing Klient PSA to run their entire project delivery process natively on Salesforce.

SCREENSHOTS

VIDEO

Watch the complete product update webinar

PODCAST EPISODE

Listen to our Feature Spotlight Unplugged: Time-Based Scheduling episode. A deep dive conversation that covers all you need to know about this Klient PSA feature.

Feature Spotlight Unplugged: Time-Based Scheduling

by Klient PSA

FAQ

How is Time-Based Scheduling different from Standard Scheduling?

The main difference lies in how the hours are allocated. Standard Scheduling likely involves assigning specific hours on specific days. Time-Based Scheduling allows you to define a total number of hours over a period (per day, week, month, or quarter) and the system helps distribute them, with options to consider or disregard time off and holidays. Users can seamlessly switch between the two methods using different tabs.

What is the new Time-Based Scheduling feature?

Time-Based Scheduling is a new scheduling mode introduced to the platform. It allows users to allocate a total number of hours for a task and distribute them across a chosen time frame (day, week, month, or quarter) with specified start and end dates. This is an alternative to the existing scheduling method, which has been renamed “Standard Scheduling.”

How does Time-Based Scheduling handle holidays and time off?

The system automatically detects and excludes holidays and non-working days from the hour allocations by default. Users have the option to disable this consideration using a dedicated checkbox, allowing for flexible handling of time off depending on the scheduling needs.

Can I see a breakdown of the allocated hours with Time-Based Scheduling?

Yes, particularly when “Per Week” is selected, a “Resulting Schedule” appears. This shows a detailed weekly breakdown of how the total allocated hours are distributed. This view updates in real-time as you make changes to the scheduling parameters.

What happens if a holiday falls within a period scheduled with Time-Based Scheduling?

If the “Consider Time Off/Holidays” checkbox is enabled (which it is by default), the system will skip the holiday and redistribute the hours to other working days within that period to maintain the total allocated hours for that time frame. However, if you fix the hours per day, the system will skip the holiday and not redistribute the hours for that specific day.

Can I schedule different amounts of hours for consecutive periods using Time-Based Scheduling?

Yes, you can schedule different amounts of hours for consecutive periods. For example, you could schedule 30 hours per week for three weeks and then schedule 5 hours per week for the following two weeks on the same task. The system will create separate scheduling blocks for each defined period and hour allocation.

How can I manage or delete scheduling blocks created with Time-Based Scheduling?

Scheduling blocks created with Time-Based Scheduling are grouped together. You can delete a specific group of scheduled hours by right-clicking on it. This allows for granular control over the different scheduling blocks you have created.