The scheduling module is where capacity is reviewed and task tasks are managed. The scheduling module is broken into two key areas:
Schedule overview
Task follow-up
Access to scheduling views will depend up the type of on your WorkBook license type and your access you havelevel.
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NAVIGATION: SCHEDULING MODULE
The scheduling module is broken down into two key areas:
Schedule Overview
Task Follow Up
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SCHEDULE OVERVIEW
The schedule overview lists the
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scheduling views available in WorkBook
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, here you can review overall data sets according to the filtering options selected in each view.
Calendar
Employee Task Summary
Year Calendar
What views are available will depend up the type of WorkBook license you have.
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TASK FOLLOW-UP
Similarly, task follow-up provides 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
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This is the display area which will display whatever item you have selected in the scheduling overview or the task follow up menus
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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