How to Schedule in Project View

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Schedules

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up Schedule Defaults

How to Create Schedule Rates

How to Manage Employees

How to Use Cost Centres

How to Use Zones

How to Create Teams

How to Create Sites

How to Create Customers

How to Create a New Project Job

Project View displays multiple jobs in a list, so that you can easily share your resources among several jobs.

Each job has two rows. The bottom row displays existing schedule blocks, and the top row is for creating new schedule blocks. Days that are shaded grey indicate that the resource is unavailable.

To schedule employees to multiple jobs in Project View:

1. Go to Schedules > Project View.
2. Select the month by clicking the blue arrows above the schedule.
3. Select the Stage to view jobs currently in that stage.
4. Filter the jobs by selecting a Customer, Site, Zone, Cost Centre, or assigned Employee. Click the field to view the drop-down list.
5. Under View No. Jobs, enter the number of jobs you would like to display, then click outside of the field to filter the jobs.
6. Select whether you want to schedule Individual Resources or Team Resources.
7. Select an individual employee, contractor, plant item or team from the Select Resources drop-down.
8. Click Expand next to a project to view existing schedule blocks.
9. Click the Select Cost Centre field under the job number to select a cost centre.
10. Click and drag on the top row next to the job number to create a schedule block.

To schedule employees to a single job in Project View:

1. Go to Schedules > Project View.
2. Select the month by clicking the blue arrows above the schedule.
3. Search and select the Job No.
4. Select whether you want to schedule Individual Resources or Team Resources.
5. Select an individual employee, contractor, plant item or team from the Select Resources drop-down.
6. Click Expand next to a project to view existing schedule blocks.
7. Click the Select Cost Centre field under the job number to select a cost centre.
8. Click and drag on the top row next to the job number to create a schedule block.

Employee View is similar to Day View. Resources are listed on the left and you can search for a specific job, quote or activity to schedule using the search bar.

If you click the Employee View tab after scheduling in Project View, only the selected resource is listed. To view all resources, click Filter and select All Available Employees from the Employee drop-down.

To schedule in Employee View:

1. Go to Schedules > Project View > Employee View.
2. Select Job, Quote or Activity from the drop-down next to the search bar.
3. Search and select job / quote / activity. You can also click Advanced to filter your search.
   • If scheduling a job with multiple cost centres, select the cost centre from the drop-down below the search bar.
4. Optionally, filter employees by selecting a Cost Centre, Zone or Team, or even select an individual Employee.
5. Select the month by clicking the blue arrows above the schedule.
6. Click and drag on the schedule next to a resource to create a schedule block.