Browsing into Project

Project enables access to employees schedules in a yearly, monthly or weekly calendar:

  • The  Schedule menu displays a monthly and yearly calendar. This menu has two views: the Project view, that displays all scheduled projects and the Employee view, that displays employee schedules.
  • The  Calendar menu displays a weekly calendar and helps organize employee schedules in a timestamped view.

Important

User partitioning is applied on the Project portal. When a user is limited to one or more companies, divisions, entities, projects or customers, the projects and employees displayed will be filtered accordingly.

Each scheduled item displayed in the calendar appears in a block. Schedules can be displayed in three ways:

  • Through filters applied to projects, resources and scheduled items, in order to target all schedules displayed in the calendar. No scheduled item is displayed by default when accessing a view without selecting a filter. Filters should always be applied in order to display the relevant scheduled items.
  • Through display options, that help differentiate between targeted scheduled items, by adding indicators or displaying / hiding some information.
  • Through categorization options, that enable you to sort the list of resources displayed.

The filters, display options and categories are saved as the user switches from a view to another, even if the displayed timeline differs. As such, the user maintains the same display options and context. However, display options that are not available in a view may not be saved.

Example

From the Schedule menu, the Scheduled rate will be displayed in any monthly or yearly calendar when the user is in Employee view. However, due to incompatibilities, that option will not be displayed when the user displays the Project view or the Calendar menu.

The timeline displayed on the calendar is also saved. Once selected, the timeline remains unchanged even if the user changes the menu, the view, filters, or even if a favorite is applied.