Resource Timeline Overview
The Resource Timeline provides a view focused on your Crew and Equipment schedules, while job-level perspectives take a backseat. Quickly get a sense of who is working and when, including whether Employees are marked as away (on vacation).
Resource Timeline provides a view of each Employee and Equipment assignment in a Gantt chart.
Schedule by dragging Crew and Equipment “assignment” buttons onto the timeline and selecting a Job. Assignments can be modified or duplicated.
Resource Timeline Filters
Much like the previous two views, the Resource Timeline comes equipped with its own set of filters:
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Filter by Crew / Trade, or Equipment / Class - similar to how it’s performed on the Job Board.
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The Reference Date will default to present day and controls where the vertical red line appears on the timeline.
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Filter by Resource Status, including Available to work, or currently Busy on assignment.
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Select the From / To date range of your Gantt chart.
How to Schedule Crew or Equipment using the Resource Timeline
Users can use the Resource Timeline to create assignments by dragging the ‘Drag to create assignments’ block onto the timeline of the resource you’re looking to assign.
This will open a window that provides a list of available jobs to assign the resource to. Here, you’ll be able to filter down the list of jobs and confirm the start and end date of the assignment.
Dragging the ‘Drag to create unavailability’ button works the same way, but will provide the ability to set a vacation period for an Employee, informing any dispatch operators that they are not available to work.
Vacation records that are created on the Resource Timeline will be visible under the Employee profile and Job Board calendars. For more information on managing vacation please see: How to Add Employee Vacation Records
How to Edit or Duplicate an Assignment on the Resource Timeline
Schedules can be changed, deleted, or duplicated from the Resource Timeline by right-clicking on any assignment.
Selecting View Assignment will bring up a window allowing dispatchers to adjust the dates, Trade and Resource Group of an Employee.
The ‘Show All Trades’ checkbox makes all available Labor Billable Items available from the dropdown menu. Unchecking this box will restrict Trades to those only available in the Price Book for the selected Job.
Selecting the Duplicate Assignment option provides similar options, but allows schedulers to select additional resources that will inherit the same properties.
