The scheduling module is where capacity is reviewed and tasks are managed. The scheduling module is broken into two key areas:
Schedule overview
Task follow-up
Access to scheduling views will depend on your WorkBook license type and the access you have.
ON THIS PAGE YOU WILL FIND: |
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SCHEDULE OVERVIEW
The schedule overview lists the various scheduling views available in WorkBook. Here you can see overall data sets according to the filtering options selected.
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?
TASK FOLLOW-UP
The task follow up provides various task follow up views 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