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Use company planning settings to control which dates automatic Planning may change, how many weeks it prepares automatically, and whether it may use flexible working time.

Understand the settings

1

Open Planning settings

Go to Settings > Planning. You need permission to update organization settings.
2

Choose the protected days

Enter a whole number from 0 to 30. A value of 0 allows automatic placement from tomorrow.
3

Choose the automatic horizon

Enter 1 to 12 weeks, including the current week.
4

Decide whether to use flexible hours

Enable the option only when the flexible minutes configured for team members are available for ordinary planning.
5

Save and plan again

Save the settings. They apply the next time Planning runs; saving alone does not move visits.
If the protected period covers every date inside the automatic horizon, Planning cannot place new visits until dates become available or the settings change.
See Plan and replan a week and Working hours and exceptions.
Last modified on September 20, 2026