Resource Scheduler - 233
Topics
Introduction
The Resource Scheduler form allows for planning and scheduling of production resources, facilities, and roles using a calendar view to display multiple scheduled events at a time.
- The calendar is filtered by the following resource tabs:
- Projects, Project Group, Groups, My Teams, Teams, Roles, Content, Genres, and Cost Centers.
- Events are locked by default to prevent users from accidentally moving scheduled events on the grid.
*See form tooltips for additional information.
Schedule Event Details
After a New Resource Scheduler Event is created, events details can be viewed and edited using Schedule Event Details.
*See form tooltips for additional information.
Roles
The Roles tab helps assign unassigned role events to employees.
- Employees by Team filter options include All (teams), My Teams, Favorites, and Region.
- Role Filter options include:
- My Roles, Service Center, Country, State/Province, and Favorite Projects.
- Unassigned Roles quantity appears under the Unassigned column.
See Instructions Resource Scheduler - 233 for more information.
Instructions
New Resource Scheduler Event
| # | Step | Note |
|---|---|---|
|
1 |
Open Resource Scheduler. |
|
|
2 |
(Optional) Select a different resource filtering tab. Default filtering is by Projects. |
|
|
3 |
Click and drag (on an unscheduled area) to increase the event duration and release. |
|
Assigning Unassigned Roles
| # | Step | Note |
|---|---|---|
|
1 |
From Resource Scheduler open the Roles tab. |
|
|
2 |
Select a role with an Unassigned value greater than 0. |
|
|
3 |
On the Schedule tab look for events on the Unassigned row. |
The Unassigned row is below the Resources column header. |
| Within the Settings group, select the Lock icon to unlock events. |
|
|
|
(Optional) Enable the Lock Time option, within the Operation group, to maintain schedule event times. |
||
| Select an Unassigned Role and drag it downward to a qualified employee. |
VimBiz.com