Auto-Schedule

Modified on Wed, 18 Mar 2009 11:13 by tsanchez — Categorized as: Task Management

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   General Information
   General Use
   Assigning Hours

General Information¶

The Auto-Schedule screen is accessed from the Assignments section of the Task Entry screen via the Auto-Schedule icon.

Auto-Schedule Icon

It displays all assignable resources, along with their availability on a day-by-day basis.

General Use¶

To correctly use the Auto-Schedule screen, you must first select a Skill Set and enter a Total Duration, Start Date and Time on the Assignments tab. Click here for an illustration.

By default, the Auto-Schedule screen will display:

All resources with the Skill Set you selected on the Assignment
Fourteen days of the schedule, starting with the date you entered on the Assignment
Each resource's availability on a day-by-day basis:

Days with available hours are highlighted in green.
Days without available hours are not highlighted.
Non-working days are highlighted in red.

You can filter the resources by Squad by using the Squad drop-down menu.

You can view additional weeks by using the Forward Arrow button.

You can refresh the screen by clicking the Refresh button.

Assigning Hours¶

There are two ways to assign hours:

1. All hours to the same resource 2. Hours to different resources/days

To assign all hours to the same resource, double-click the resource's name. The program will assign the hours so that the task will be completed as soon as possible.

To assign hours to different resources/days, you can double click an individual date field in the grid.

Once you have assigned all of the hours, click the Assign button on the bottom-right hand side of the screen.