Customise

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Customise

Click Customise on the resource planner screen to adjust the settings

 

Layout (local)

 

Select the display colours for weekend and excluded days by clicking on the colour swatch to display the colour palette.

 

Visible Columns

Set the number of columns to view on 1 screen, to a maximum of 10. Any more than 10 requires you to scroll horizontally.

 

Display 7 or 14 days

Select to show one week or 2 weeks at a time.

 

Automatically Adjust Days Shown

When ticked the jobs you schedule will expand if they clash with any non working days.

 

Layout (Global)

 

Currently no settings.

 

Configuration

 

1. Click add Add and select a resource type from the drop down.

 

2. The resource type can be linked to the completion of a milestone. When you schedule a job with the relevant resource type to give it an actual date, the corresponding milestone will be completed. See milestone setup.

 

3. When the resource type is linked to a date (same dates as supplied on the accept screen) this will ensure that no entry will appear on the schedule view.

 

Note that when using the resource planner to control these resources you do not control these entries in the schedule.

 

Related Topics:

Resource Planner