Icons
Icons top left
- Menu, shows available applications - Manage resource access in User Profiles
- Filter Projects/ Resources
- Settings/ Display
- Update data (or it shows an Offline - icon)
- Instructions
Icons bottom right
- Go to current date
- Pervious or Next period
- Calendar
Icons after tap Resource/ Project/ entry
- Move
- Edit details
- Add entry
- Delete
- Extend or shorten an entry in the day-view. ATTENTION: Entry must be at least 3 hours long.
Icon in menu
- Logout
To plan
The Resource Board and Project Board are ment to plan resources
- Tap the menu-icon on the top left
- Tap Resource Board or Project Board
Make and edit entries/ bookings
Make Entry
- Tap twice on an empty cell to make an entry
- Tap a resource or project and drag it to a cell or board
- Tap an existing entry and tap the +icon
Edit Entry
- Tap twice on an entry
- Tap twice on an entry and tap the edit-icon (paper & pencil icon)
Move Entry
- Tap an entry and drag it to a cell or board
- Tap an entry and drag it to the side to go to the next or pervious period
Delete Entry
- Tap an entry and tap the trash-icon
- Tap twice on an entry and tap on the top right 'Delete'
More options
Change time display
- Tap the settings-icon to set the period Workweek/ Week/ Workday/ Day
- Tap twice on the day/hour column to change time-units
- Tap the arrow-icons at the bottom right for the next or previous period
- Tap the calendar-icon to set a specific date
Add Resource/Project to a board
- Tap the filter-icon at the top left of the screen
- Find resources by code, (part of) name, department or position
- Find projects by code or name
Switching between Resource- and Project board
- Tap the Resource board or Project board tab at the bottom left of the screen
- Tap the menu-icon at the top right of the screen. Tap Resource Board or Project Board
More options
- Hide Resource/Project - Tap a resource/ project and tap the hide-icon
- Edit Resource - Tap the Resource and tap the edit-icon
- Edit Project Breakdown - Tap the Breakdown and tap the edit-icon
- Planning Board display settings - Tap the settings-icon at the top left of the screen
- Change Entry Labels - Tap the settings-icon at the top left of the screen
- Update data - Tap the update-icon at the top left of the screen
- Instructions - Tap the signs-icon at the top left of the screen
Information
Information – Utilization
The applications Utilization Departments and -Positions give insight in the Utilization (Planned hours) by Department, Position and Resource.
The utilization is shown in a pie chart as a percentage and number of hours:
- Available = grey
- Chargeable = green
- Non Chargeable = blue
Information – Project Summary
Application Project Summary gives an overview for monitoring projects
Project hours are shown in a bar chart as hours:
- Budgeted hours = green
- Planned hours = blue
- Actual hours (booked hours) = yellow
- Earned hours (progress hours) = orange
Issues between hours (differences) are shown in red text under the graph
- Planning Variance: Planned hours exceeds budgeted hours = Planned hours - Budgeted hours
- Budget Overrun: Actual hours exceeds budgeted hours = Actual hours - Budgeted hours
- Cost Variance: Actual hours exceeds progress hours = Actual hours - Progress hours (Progress hours = Progress% x Budgeted hours)
Information - Controls
Change Information
- Swipe up and down to navigate through the data
- Tap the pulldown menu at the top left. Select the desired item
Change Time display
- Swipe to the left and to the right to navigate through time
- Tap the arrow-icons at the bottom right for the next or previous period
- Tap the calendar-icon to set a specific date
Resource details
- Tap the filter icon to analyse per resource
- Back to Department/ Position? Tap the Department/Position at the top left.
More options
- View graph details - Tap the graph to view details (values)
- Change Application - Tap the menu-icon (3 horizontal lines) at the top right of the screen
- Update data - Tap the update-icon at the top left of the screen
- Instructions - Tap the signs-icon at the top left of the screen
Masters
Available Masters:
- Projects: Add and edit Projects and Activities
- Resources: Add and edit Resources And Users
- Clients: Add and edit Clients
- Departments: Add and edit Departments
- Positions: Add and edit Positions
- Skills: Add and edit Skills
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