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The scheduling > schedule overview > task matrix viewprovides resource managers, studio managers, team leads, department heads and the like, a comprehensive view of resources and the jobs and tasks they’re working on. Booked hours can be edited and moved in this view according to the start and end dates of the task.

Access to scheduling views will depend on your WorkBook license type and the level of access you have.

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NAVIGATION: TASK MATRIX

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NUMBER

FUNCTIONALITY

1

You can use the search grid field to search for resources and tasks

2

This menu allows you to:

  • Expand

  • Collapse

  • View favourite views

  • View global views

  • Modify grid

  • Export grid data

  • View grid shortcuts

  • Create a new task

  • Add an existing task

3

Colour legend (the i)– illustrates the colour coding in the view

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4

Use the display options (the eye)to view data by:

  • Standard – hours booked

  • Revenue – expected revenue for the time booked

  • Percentage – of booked hours based on employee’s capacity settings

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5

Use the filter to adjust the data set you are viewing: - period by entering a start date > select to view data by Day/Week/Month

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Filter by label (Content by label)
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