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Job schedules in WorkBook can be set to ‘Active’ or ‘Inactive’ via the Tasks > Settings tab. ‘Schedule is active’ is checked by default. 

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OVERVIEW

When a ‘Schedule is active’: 

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  • Bookings are not visible to a resource in their Task list

  • An activation probability % can be set on inactive schedules

  • Inactive schedules can be viewed by probability in Scheduling > Weekly Schedule and Scheduling > Task matrix views (color coded to purple)

  • In the drop-down menu, brackets around the schedule name indicate that it is inactive. 

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Info

Colour coding within cells alerts you to capacity issues:

  • Purple = Booked on inactive schedules (according to the probability % option selected in your Filter settings)

  • Yellow = Booked on jobs in Quotation status

  • Green = Booked on jobs In progress

  • Red = Overbooked