ShotGrid - Website - Creating a planning

Planning is one of the most import parts of creating great VFX. ShotGrid has some extensive tools for creating an artist planning, so here's how you should use them.

Step 1: Add people to your project

First you should add all the needed people to the project. Go to the People page, click on More and click on Link People to this Project. The big blue Add Person button won't work, as that opens the form that creates a new ShotGrid user. Yes that's stupid, no I don't know why they made it like that.

Select the users you want to add and press Link Selected.

Step 2: Create the shot planning

Click on a shot in the Shots page. You will be greeted with this page:

As you can see, every step in the VFX process has its own task with corresponding start and due dates and an assigned person. Setting these fields is essentially all you have to do to create your planning. Set the status to In Progress if people should be working on it, otherwise it won't show up in the ShotGrid file browser.

You can see the full planning if you go to the Shots page and click on Task view on the right hand side. This shows a great overview. You can of course tweak all the sorting options and the fields that are displayed by using the options next to the Add Task button.