Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

  • 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 the:

    • Scheduling module > weekly schedule and

    • Scheduling module > task matrix views (colour coded to purple)

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

...

  • Create the schedule > add phases and tasks > and add resources - do not book hours yet

  • Go to the schedule’s settings tab > uncheck ‘schedule is active’ > set the activation probability %

...

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

...

Filter by label (Content by label)
cqllabel = "schedule" and space = currentSpace ( )