Page Comparison

The scheduling module is where capacity is reviewed and tasks are managed. The scheduling module is broken into two key areas:

1. Schedule overview

2. Task follow-up

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SCHEDULE OVERVIEW

The schedule overview lists the various scheduling views available in WorkBook. Here , here you can see review overall data sets according to the filtering options selected in each view.

• Calendar

• Capacity Status Graph

• Scrum Board

• Task Matrix

• Employee Task Summary

• Timesheet Status

• Timeline Calendar

• Weekly Schedule

• Year Calendar

Kye Hush can you please replace this screenshot here with one similar to the Tasks Module Overview page? I don’t think we need the navigation table on these pages when they are very light?

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TASK FOLLOW-UP

The Similarly, task follow-up provides various task follow up views a list of views for reviewing WorkBook tasks, including:

• Task List

• Ticket List

• Task Resource Booking Approval

• Tasks Awaiting Closure

• Tasks with Missing Activity

• Tasks with Not Fully Booked Capacity

Kye Hush can you please add a screengrab here similar to the Tasks Module Overview page?

ACCURATE CAPACITY PLANNING TIPS

Accurate capacity planning (across live jobs and new opportunities) is reliant upon:

• All jobs (any status) having a schedule with resources (group scheduling resources or actual people) and hours assigned to tasks, and accurate start and end dates

• Schedules being maintained throughout a live project, including:

  • Start and end dates

  • Group scheduling resources or actual people assigned to tasks accordingly

  • Hours managed

  • Tasks marked as complete when done

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