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Planning in Collabase works on the real projects and work items, not on a separate plan. Portfolios group projects, the Planner sets people’s time against their work, and each project carries its own timeline, phases and status reports. A change you make in one place is visible in all others at once.

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The building blocks

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Which tool for which question

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Get started

1

Give work items dates and estimates

The Planner and the timelines only place work that has a start date, a due date and, for the Planner, an estimate.
2

Set up workload plans

An administrator gives each person or team a workload plan, so capacity is right. See Holiday and workload schemes.
3

Build the portfolio tree

Create portfolios and assign projects to them under Settings → Portfolio and budget.
4

Switch on what the projects need

Under Settings → Project features, switch on Phases and gates, Risks or Costs per project.

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What Collabase does not offer

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Next steps

Portfolios

Group projects and compare them.

Planner and capacity

Plan people against their time.

Dependencies

Record what blocks what.

Phases and gates

Run a project through a lifecycle.
Last modified on October 13, 2026