Job schedules in WorkBook are where you plan the tasks, timeline, and resources required to deliver the job. Within a job schedule, you can create a series of phases and tasks, allocate people or roles, book hours to them and assess real-time resource capacity as you build out the timeline.
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add, duplicate or delete tasks
set task durations and dependencies
allocate resources to tasks and book hours
the tabs in the right-hand corner represent the different ways you can visualise the tasks on a job, including gantt Gantt, grid, timeline or list views
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Create dependencies by dragging a line between the white circles on the start or end of the two tasks you wish to create a relationship between
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Right-click on the task binding to change the dependency type, add a lag or delete a binding or lag
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Create recurring task bookings
WorkBook allows you to create recurring bookings at a set frequency against resources allocated to the task.
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Enter the following details in the recurrence booking window:
Start and end dates
Start time and the hours you wish to book. Optional checkboxes allow you to use off-days and/or overlap bookings.
Select the frequency and the day/s of booking
Check the details of the bookings with the option of skipping specific dates. In the members tab, check the resources the recurring booking will be applied to.
Once complete, click generate bookings
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In the booked resources panel, go to the matrix view to see booking allocations across dates
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