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Resource Planner

The Resource Planner shows which Resources are available, what Tasks they have scheduled and how much time they have available on any given day. It is used to assign and manage Tasks.

Task Management > Resource Planner

The link will open the Resource Planner window, it is a window that can be filtered to show Resources availability and be used to assign and manage Tasks.

Click to view - Resource Planner Icons

Icon	Feature	Description
	Show Overview	Returns the User to the Overview screen.
	Show Legend	Shows the User the Colour Legend for the Colour Set in use.
	Scroll Left / Right	Allows the User to scroll left and right through the Planner.
	Today	Takes the User back to today’s date in the Planner.
	User Preferences	Allows the User to set up their User Preferences - if changes are made whilst the diary is open it must be closed and rebuilt for changes to show effect.
	Report	Prints the Engineers Diary Agenda (ED-003).

Resource Planner Windows

Click to view more detail.

Window 1 enables a User to select the Resources for the diary view, the filters in the top of the window will filter the available list of Resources in the bottom window.

Note: There are three Refresh icons on the Planner. The refresh in top left of the Planner refreshes the whole Planner. The refresh in the Top right of the Resource filters refreshes the list of Resources. The refresh to the top right of the Task Grid refreshes the Tasks.

From the drop downs select the Resource filters, click Refresh - located to the top right of the Resource filters

Highlight the Resources required for planner build.

To build the Planner click Refresh - located to the top left of the Planner.

Window 2 enables the diary overview.

Clicking on a date will show Resources daily diary’s side by side.

Clicking on a Resources name will show just that Resources dairy for the coming days.

Resources availability is shown as white if they are available and grey if they should not be available. - Rotas or Resource Planner Preferences must be in place for this colouration to show, Resources can be assigned work in greyed out areas as this is purely an indication that the Resource may not be available.

Window 3 is a Task grid. It is a grid view which can be searched, sorted and customised as normal.

Window 4 enables a quick overview of a Resources Diary for a single day. Click on the day within Window 2 to view.

Assigning Tasks

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Tasks can be assigned by dragging them from the Task grid on the appropriate slot in a Resources Diary. Right clicking on the Task once it is in the Planner provides the following options

Delete this entry - deletes the diary entry and associated Time Record
Edit this entry - allows the scheduled start and estimated times of Task to be manually altered - this can also be done by dragging the Task to increase or decrease the size of the Task bubble
Cut - Cut the Time Record out of a Resources Diary and allow it to be pasted to another Resources Diary.
Copy - Copy the Time Record out of a Resources Diary and allow it to be pasted to another Resources Diary.
Lock this entry - Prevents the Task being moved in the diary until it is unlocked.
Show editing window - opens the Resources Time Record for the Task.
Open task window - opens the Advanced Helpdesk.

Adding Note and Absences

Click to view more detail.

There are times when Resources time is taken up other than travel or Tasks. These can be documented as Absence or with a Note.

In the Calender view left click and drag to highlight a period of time

Release the mouse button, a pop up window will appear allowing details of the Note of Absence to be entered.