Resource Scheduler

The Resource Scheduler can be done in several ways​

• You can add executors directly to the activity via the "Assign" option.
• Or you can use the resource calendar.

In the resource calendar you have an overview of your team, assigned hours and availability.​

Planning your resources helps you to make your availability more effective by monitoring your activities.

• On the left are all the resources you are responsible for.
• Users with no assigned activity may be monitored
• Using the filters at the top of the calendar, check information by employee, department, activity or date.
• Activities already assigned appear on the calendar by default

Assign Activities​

• On your right side you can find all the activities to be assigned.
• Only planable activities appear in the list
• To define whether an activity is planable navigate to the activity's info tab and select "Planable".
• If you hover your mouse over the top of the activity, you can find a box with information about the activity, such as its stage, and end date.
• You can use the search box to find a specific activity that has not yet been assigned.
• The color of the activity indicates its step.

• To assign a specific activity, drag and drop the activity to the employee you want to assign to the defined dates..
• After assigning the employee, you can move the activity to lengthen or shorten its duration.

Workload and availability​

• The daily capacity of each employee is defined in advance on their file.
• After assigning an activity to someone, you can define how many hours a day that resource will be working on that activity.
• To do so press the box in the lower right corner of the bar and type the number of hours.
• The numbers at the top of each resource's bar represent its ability to fulfill assigned activities.
• The green color shows that the resource is available, and the red one that it is overloaded.

• To help you plan your resource availability, absences are also represented in the calendar.
• They are marked with a vertical blue bar in order to differentiate them from the activities.