Scheduling > Weekly Schedule Summary

Owned by Kye Hush
Last updated: Aug 17, 2023
2 min read

The scheduling > schedule overview > weekly schedule view allows resource managers, studio managers, team leads, department heads and the like, to review employee capacity by different groupings, i.e. team, department or role. Choose to view the data by percentage booked, hours booked, hours available or the expected revenue for time booked, and then drill down into the detail of what each employee is booked and working on in any given timeframe.

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:

  • Expand

  • Collapse

  • View favourite views

  • View global views

  • Modify grid

  • Export grid data

  • View grid shortcuts

3

The colour legend (the i) references the colour coding in the view

4

Use the display options (the eye) to view data by:

  • Standard – hours booked

  • Available capacity – hours available depending on the employee’s capacity settings

  • Revenue – expected revenue for the time booked

  • 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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