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Overview
The Resource Scheduler screen has 3 windows; a top (Employee & Project Tabs), a middle (WBS Tab) and a bottom (Filters Tab). The top displays the summary of hours scheduled, the middle shows the detail and the bottom displays the filter options.
Note - You can left-click and hold on the blue header strip on the WBS & Filter sections of the window to "un-dock" them. To return them to their original locations, simply double-click on the blue header strip.
Field Descriptions
Employees Grid (top grid)
| • | Employee - Name of the employee. |
| • | Date Columns - Number of hours the employee has been scheduled for the specified time frame. |
Projects Grid (top grid)
| • | Project - Name of the Project. |
| • | Project Code - Code of the Project. |
| • | Date Columns - Number of hours the project has been scheduled for the specified time frame. |
Work Breakdown Grid (middle grid)
Description - When you click on a cell containing a number on either of the top grids, the Work Breakdown grid will display the detail of that number.
| • | Project - Path of the Project. |
| • | Project Name - Long Name of the Project. |
| • | Employee Code - Code of the Employee |
| • | Employee Name - Name of the Employee. |
| • | Job Title Name - Name of the Job Title. |
| • | Hours - Total of the hours for the line item. |
Filters Grid
View Dates
| • | Start Date - Starting date for schedules to evaluate. |
| • | For - Number of Date View units that the top grid will look forward. |
| • | Date View - Block of time that the top grid will look forward. Options are Days, Weeks Months Calendar Weeks and Calendar Months. |
| • | Hours Per Day Between - Allows you to specify the number of hours that can be scheduled per day. |
| • | Group Detail - When checked, the Work Breakdown section groups the line items by removing the Transaction Date. |
Employee Info
| • | Employee - When selected, only information for the specific Employee is displayed. |
| • | Job Title - When selected, only information for the specific Job Title is displayed. |
| • | Code / Level - When entered / selected, only information for the specified Org Code / Level is displayed |
| • | Resource Group - When selected, only information for the specified Resource Group is displayed |
| • | Always Show Generic - When selected, the Employees Grid will show all of the Generic hours at the top of the grid. |
Project Info
| • | Charge Type - When selected, only project information for the specific Charge Type is displayed. |
| • | Status - When selected, only project information with the specific Status is displayed. |
| • | Client - When selected, only information for the specific Client is displayed. |
| • | Org. - When selected, only information for the specific Home Org is displayed. This is set at Projects>Members Tab. Organization unit and its children to include. If left blank, all org units are used. More on Org Units |
Project Leaders
| • | Project Manager - When selected, only information for the specific Project Manager is displayed. |
| • | Project Accountant - When selected, only information for the specific Project Accountant is displayed. |
| • | Principal In Charge - When selected, only information for the specific Principal In Charge is displayed. |
Project UDFs
| • | Operator - Choices are =, <>, >, <, >=, <=, between, and is not null. Is not null is synonymous with a blank or empty field. |
| o | Value 1 - Used with all filter operators except is not null. This is the value that completes the filter operation (except in the case of the between operator). In the case of the between this represents the lower range. |
| o | Value 2 - Used only with the between operator. This represents the upper range. |
| o | And/Or - Gives you the option of filtering using an And statement or an Or statement. |
Legend
| • | Legend - Color-coded legend used to show the user if the schedule is properly structured (i.e., balanced, over-scheduled, etc.). |
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