Resource Scheduler

On the Projects Landing Page, you have the Resource Scheduler.  This allows you to track time that has been scheduled for members of all projects, not just your own.  Using this means you can make sure no one has been scheduled tasks that need more time than their working day allows. 

The ‘+’ symbol next to each name let you expand the row to see what Tasks have been assigned to them.   When looking at these Tasks in the expanded view, you can see the total effort needed for the task, how much is remaining and how many hours per working day that equals to.   

If Members do not log their time, the hours per day will increase.  As you can see in the above screenshot if someone is over the allowance, this will appear in red as either a number or with a ‘!’.   This will also appear if a Task has been scheduled during Non-Working Time to indicate a Task cannot be completed in the time scheduled.  If a Task has been scheduled but has no Effort against it, it will appear in amber. 

By default, you will see a list of Project members or Queues that have a Project Task assigned to them.  The ‘Filter Users’ allows you to also search for users and queues who are not part of a project 

In this expanded view you can also ‘stretch’ a task so that it covers multiple days or drag it to assign the Task to someone else.  When you drag, it will put the start date as the day you drop it onto and the length will not change. 

It is also possible to assign unscheduled Tasks.  On the right you will see , pressing this will show a sidebar will all unscheduled and backlog Tasks.  These can be dragged and dropped to the user you wish to assign it to. 

You are able to set all users’ Working hours by going Start > Configuration > Preferences > Working Times.

Users are also able to set their own Working Hours by going Start > Preferences > Working Times.  This should be done if some users have different hours to the rest of the Team. 

If there are times when a Project Member will not be available such as illness or holiday, they can create a New Activity Type called ‘Non-Working Time’.  This can be done by going Start > Activities.  On the left you will see the option to create a new Non-Working Time Activity. 

When you press this, you will get the following window. 

You will need to provide a Subject, a Start and Finish, select if it will be all day and add a description. 

Once this is created, it will reflect in the Resource Scheduler by greying out that day similar to other non-working days (such as Saturday and Sunday) if the Non-Working time was marked as all day.  If only some hours are marked as non-working, the number of working hours will be reduced.