The Staff Schedule is designed to show you available resources based on task dates and allocated hours.
At a glance, this screen can be used to get an idea of how busy everyone is and lets you determine if you need to move around some resources.
For more detailed insights, the drill-down tools can be used. You can then manage your users on a weekly or daily basis. You can also forecast work that needs to be assigned to a user, based on the service that is preassigned to the task.
NOTE: To get the most out of this report, you must be assigning Services (and Users) to Tasks with Allocated Time.
By default, the page will display the next two weeks of data, but you can click on one of the predetermined ranges.
Or click the edit icon to enter a custom date range.
Depending on the amount of data and range you choose, the screen may take longer to load.
By Default, the page will display task assignment data relating to active projects only. You can make changes to show more or less information, based on needs.
Each user who access this screen from their own login can change their own Options of this page.
Department - This is a great option to use as it will then only display the Users and Services of a single Department, that you might happen to manage. As Users and Services can be linked to a Department in their setup. Then you can reap the benefit of that here.
Group By - Using the Group By option is a great way to see all your Users and Services that are linked to a Department to be all in one view, yet separated/grouped.
Project Meetings - If you use Calendar Meetings heavily for Project related Tasks. Then link those Meetings to the Project and Task. In the Options here you can check Exclude Project Meetings, so those specific types of meeting do not calculate into each users daily hours.
You have several options if you need to print the Staff Schedule.
Choosing Staff Schedule Excel gives you additional options for printing.
When looking at the data in the Week View, it buckets the hours by week.
Upon clicking onto a row, you will then be shown a detailed breakdown of the assigned tasks and hours for that user over the next few weeks.
You can click into a row to adjust dates and hours allocated. Or even click on the task name in blue to open the task for even further details.
This view takes the data to a deeper level. Where you can now manage users by the day. And visually see if a person is blocked out, or if there is a company holiday and how that affects the resourcing.
For example, if we click on the grey box of 8 hours for John Doe on the 17th, we see the following.
Since this user has a meeting (PTO Day) that is blocked out for the day, the system automatically shows it as 8 hours that are used in resourcing for the day. If there were other tasks due that same day, then those hours would be added to the 8 hours of the All Day / Blocked Out meeting.
Next, let's look at the 20th for John Doe: it shows 12 hours and the box is red.
The red box appears because the allocation for the day has gone over 8 hours.
In the details, we can see this is a 2-day task with 24 hours of allocated work. This 12 hours each day.
For even more details, just click on the row and it will open the full task details.
From the list of assignments to a person, you can check the box next to each one to either Reassign them to another user or to add users to the task to alleviate the overloading of hours to one user.
When you reassign a task, you can choose the person to reassign to, and if the project is active, then it's best to check off Send Notifications, so the person you are assigning this to gets sent an email about this change.
When you choose Add To Tasks, you choose a user and enter the hours' allocation in the row. Keep in mind that this does not reduce the hours to the originally assigned person.
Assigning By Service
Not only can you juggle the work between users, but you can forecast work needing to be performed by assigning a Service and Allocated Time to your future tasks. The following is an example of what this may look like. Where you can see that Account Management and Art Direction is needed later next week.
From the Day View, you can drill into the hours and Reassign through there.
However, you can on the switch icon that appears for the Roles only, and this will make the assignment(s) appear on the right.
At which point you can simply drag and drop the assignment onto the desired user.
And here is the final result of the above example, where Bill Sanders now has the hours allocated for next week. Also, notice how Art Direction is no longer under Roles since there are no remaining hours.
NOTE: You can Reassign to Unassigned, and the assignment will go back to the Roles section, so long as it had a Service originally.