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Overview
Resource Schedules are entered against allocations. They may be scheduled against individual vendors or against no particular vendor by using the General Vendor name.
Key Concepts
| • | All Project Planning entries "Auto-save" once you leave the field. This eliminates having to save individual sections. |
| • | Timeline / Timeline Window - The Timeline has an adjustable “Timeline Window” that allows you to move and adjust the time frame of the data you are viewing in the schedule window. It also shows you the entire timeline of the project, start to finish. |
| • | All resources represent a dot on the timeline letting you see if there are any resources scheduled anywhere throughout the life of the project. Both Actuals and Baselines can be shown on the timeline by going to Planning Preferences and selecting Include Actuals and Include Baseline. More on Planning Preferences There, you can click “Include Actuals” and “Include Baseline”. There is a legend on the right of the timeline. The dots are color coded to allow you to differentiate between schedules, actuals and baseline data. |
| • | An Auto Schedule utility is available on a "per row" basis. Simply hold down the Control key, Left-click on the desired cells and release the control key. The Auto Schedule utility will then pop-up. More on the Auto Schedule Utility |
Field Descriptions
Button Descriptions (Top of Grid)
| • | Refresh - Refreshes the currently loaded data. |
| • | Wand icon (Schedule By Percentage Wizard) - By clicking on this button, a window will appear that allows you to schedule an employee by percentage. More on Scheduling By Percentage |
| • | Clock icon (Timeline Button) - This button expands/collapses the Timeline. |
| • | Lock icon - When selected, the timeline is locked to the Start and End Dates. |
| • | Start Date - The start Date of the Timeline. |
| • | End Date - The End Date of the Timeline. |
| • | Day, Week, Month (Data View Mode) - Controls the "buckets" of units displayed in the Resource Schedule grid. |
Note - The timeline displays up to 120 units of the selected Mode (i.e. 120 days).
| • | Window Range - Displays the date range of the adjustable timeline window. |
| • | Sprocket icon (Column Chooser) - By clicking on this button, a window will appear that allows you to select the columns that you would like to see in your Project section. For a description os the available columns follow this link: More on Column Chooser Columns |
Button Descriptions (Bottom of Grid)
| • | +/- - The expander button expands and collapses the items in the Resource Schedule grid. |
| • | u (Units / Hours) - By clicking on this button, you are viewing Units in the Resource Schedule window. |
| • | $ (Dollars) - By clicking on this button, you are viewing Dollars in the Resource Schedule window. |
| • | u/$ (Units & Dollars) - By clicking on this button, you are viewing both Units and Dollars in the Resource Schedule window. |
Resource Schedule Grid
| • | Resource Name - Name of the Resource. In Labor Mode, that is the Employee Name. In Non-Labor Mode, that is the Vendor Name. |
| • | Allocation Name - Name of the Allocation. In Labor Mode, that is the Job Title Name. In Non-Labor Mode, that is the Expense Name. |
| • | Date Columns - Number of hours the employee has been scheduled for the specified time frame. |
| • | Date Columns - Number of hours the employee has been scheduled for the specified time frame. |
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