*Note: The Scheduling tab will not be visible if you are using Enable Simple Project Access.
If Simple Project Access is being used you will see a tab called "Access to Project" instead.

The Scheduling tab allows you to:

• View current allocations
• Schedule Resources to Projects, Admin Time (e.g Holidays) and Non-Project Tasks
• Review Utilization of Resources
  
  

Main Screen
The main area shows the resource on the left hand side and any projects they are assigned to are shown in the chart to the right of their names.
A project label shows within the chart between two dates - the projects start and end dates.

Remember this view will only show you Internal Users.
If your company use Organizational Units, your view will be restricted so you can only see users with org units you have access to.

Hovering the mouse over any white space in the graph will display the date.
Hovering over a project will show you the following information:

• Project Name
• Start Date
• End Date
• Allocation Percentage
• Assignment Percentage

Double clicking on a project allows you to amend the following details or remove the allocation:

• Start date
• End date
• Allocation Percentage

Blue Toolbar
Hover your mouse over a section of the Toolbar shown below to learn more about the buttons:

• Allocate a Project

  First select a Resource, click + Allocate and select the Project Allocation radio button. 
  
  Choose the Project using the drop down or by typing the name or Alias. 
  Choose the Start Date, End Date and the Allocation Percentage of this persons time allocated to the project.
  
  The Resource will now appear in Project > Project Home > Team tab and in the Gantt e.g. Resource Manager.

• Allocate Non Project Task

  First select a Resource, click + Allocate and select the Non Project Task radio button
  
  From here, provide a Name for the task, the Start date and the Duration.
  Non Project Tasks can be seen in the scheduling view or via Operations > Tasks.

• Allocate Admin Time

  First select a Resource, click + Allocate and select the Admin Time radio button.
  
  Choose a Time Type from the drop down list e.g Annual Leave
  Update the Start Date, End Date and the Allocation Percentage.
  
  The list of Time Types are defined under Admin > Configuration > Company Preferences > Time Types - Administrative

• Histogram - Resource Utilization

  Histogram - Click to toggle this view on/off.
  The Histogram shows a graph below the main schedule view. 
  
  Resource names are shown on the left hand side, and next to these are vertical bars showing the utilization of that resource on a daily basis. 
  Hovering over any of these bars shows the Utilization as a percentage and the allocated Time for the resource on that day.
  

• Filter

  The Filter allows you to filter by Profile, Project, Availability or resources assigned to either a Project, Non Project Task or Admin Time.
  

• Legend / Key

  This gives you a reminder of the colours used in the main Schedule view:
  
  
  NB Over-allocated is only when there is a red outline.
  You will often see a hatched area over all or part of a Project allocation (with no red outline).
  This is a visual representation of how many hours have been assigned against the total hours allocated:
  

• Requests (Delegation)

  This menu option will only be visible if Admin > Configuration > Company Preferences > Enable Task Delegation has Enable Confirmation of Delegated Tasks set to Yes.
  Click on Requests to filter the view to only see any Resources with pending delegation requests - clearly marked with a Yellow bar on the left hand side.
  Double click on the Task to acknowledge (approve) or delete (reject).
  

• Skills

  The Skills column will only be visible if Skills have been enabled via Admin > Configuration > Company Preferences > Activate Skills
  Skills can be managed via Resources > Skills