Scheduling > Weekly Schedule

The scheduling > schedule overview > weekly schedule view allows you to review resources by percentage booked, hours booked, hours available or expected revenue for time booked. Great for assessing the capacity of groups of resources, with the added bonus of allowing you to drill down into the detail of what each employee is working on.

ACCESS THE WEEKLY SCHEDULE

• Go to the scheduling module > weekly schedule

• Use the filtering options to include/exclude data accordingly and set the date range

Open

• Colour coding within cells alerts you to capacity issues so you can move hours accordingly

  • Green = Booked on a job “in progress”

  • Red = Overbooked

  • Yellow = Booked on a job in “quotation”

  • Purple = Booked on an inactive schedule

REVIEW AND CHANGE BOOKINGS

• Open the booking details panel to see the jobs, tasks and number of hours a resource is assigned for the period

Open

• From the booking details panel, you can:

  • Create a new task

  • Add an existing task

  • Add absence

  • Move a task to another resource

  • Add more resources to selected task

  • Remove resource from selected task

• There are tool tips for each icon

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