The weekly schedule is accessed via the scheduling module and selecting the weekly schedule view.
This view gives you the option of viewing all your resources by percentage booked, hours booked, hours available or expected revenue for time booked. Great for capacity overview of groups of employees, with the added bonus of allowing you to drill down into the detail of what each employee is working on.
ON THIS PAGE YOU WILL FIND: |
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NAVIGATION: WEEKLY SCHEDULE
NUMBER | FUNCTIONALITY |
1 | You can use the search grid field to search for resources and tasks |
2 | This menu allows you to: o Expand o Collapse o View favourite views o View global views o Modify grid o Export grid data o View grid shortcuts |
3 | The colour legend (the i) references the colour coding in the view  |
4 | Use the display options (the eye) to display by: o Standard – hours booked o Available Capacity – hours available depending on the employee’s capacity settings o Revenue – expected revenue for the time booked o Percentage – of booked hours based on employee’s capacity settings  |
5 | View the weekly schedule by day, week or month |
6 | The show booking details button allows you to drill into an employee’s jobs and tasks depending which box you click |
7 | The filter allows you to select the period to view, from a given start date, for particular resource groups |
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