Scheduling > Timeline Calendar

The scheduling > schedule overview > timeline calendar is a great view for daily resource management. Save various filters for different disciplines or teams and schedule the week ahead by simply dragging and dropping tasks.

ACCESS THE TIMELINE CALENDAR

• Go to the scheduling module > schedule overview > timeline calendar

• Filter the calendar according to resources/team/date 

Open

CREATE TASKS & CHANGE BOOKINGS

• To create a task, right-click on the cell you want to add the task to

Open

• Add the following task details:

  • Task name

  • The job, schedule and phase the task belongs to

  • Assign a resource

  • Start and end dates

  • Number of hours for the booking

• Click ok & book resources

• You can also drag and drop tasks between resources 

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