The Schedule screen allows you to view and edit the following settings:
- job start/due dates and job status
- task start/due dates
- milestone dates
- staff assigned to jobs.
These features are provided by:
- edit capabilities on a table-columns pane, and
- a range of drag and drop features on a Gantt-style timeline pane.
The Schedule screen provides a quick and convenient way to view and edit these settings for multiple jobs, rather than changing the settings manually from within each job or task.
Access to the Schedule screen's capabilities are controlled by the permissions set on several user privileges. For details, see Privileges and permissions for job and task scheduling.
Accessing the Schedule screen
To access the job and task scheduling features on the Schedule screen, go to:
- Jobs > Schedule, or
- Jobs > Jobs (job manager) > Schedule.
Features of the Schedule screen
Features of the Schedule screen can be divided into four sections. Each section is discussed separately below.
| Feature | Name | Description |
|---|---|---|
| 1 | Navigation and Filters | Controls the scope and content of the information displayed in the Table columns and Timeline panes. |
| 2 | Table columns pane | Displays job, task and staff information. |
| 3 | Timeline pane | Displays the timeline with specific dates indicating the schedule of tasks. |
| 4 | Pane width control | Controls the relative width of the Table columns and Timeline panes. |
Navigation and filters
| Feature | Name | Purpose |
|---|---|---|
| 1 | Jobs/Staff Button |
Navigate between job schedule or staff schedule view.
|
| 2 | Date Range Selector |
Select and customise the date range for displaying jobs. Default range is -1 week and +3 weeks from today. |
| 3 | Search Bar | Quickly search for specific tasks or details within the Gantt chart. |
| 4 | Cog Icon (Settings) | Opens the Edit Columns dialog to customise the columns displayed in the Table columns pane (see below). For details of how to use the Edit Columns dialog, see Edit table columns. |
| 5 | Zoom In/Out | Zoom in/out for detailed or broad views of the task schedule. The zooming levels are:
|
| 6 | Filter Button | Provides options to filter tasks based on various parameters (client, status, priority, job manager, client manager, and category). |
Table columns pane
The Pane width control has been dragged fully to the right to display all available table columns.
| Feature | Name | Purpose |
|---|---|---|
| 1 | Name (sortable) |
Jobs are hyperlinked to the job details page.
|
| 2 | Date (sortable) | Displays the start and end dates for each job. The pencil icon allows users to edit the dates. |
| 3 | Complete | Checkbox to complete job task and/or milestones (Not Jobs). |
| 4 | Staff | Shows the names or selectors for staff assigned to each job or job task.
|
| 5 | Client (Job View Only) | Lists clients associated with each job. |
| 6 | Status | Shows current job status. Click dropdown to change status. |
| 7 | Estimated Time | Shows the total estimated time for each job task. |
| 8 | Actual Time | Shows the actual time spent on each job task (based on time entry). |
| 9 | Remaining Time | Indicates the remaining time required (Estimated - Actual) |
Unscheduled tasks
Unscheduled tasks have a calendar icon to the left of the task name.
Schedule conflicts
If a task or milestone is outside the schedule dates of its parent job, a warning icon is displayed to the left of its name.
Excluded jobs (coming soon)
Jobs with a status of Cancelled or On Hold are not displayed in the Schedule screen.
Jobs with a status that does not have the Schedule checkbox selected (under Show in) are not displayed. To view or change job status settings, see Edit job status.
Timeline pane
The Page width control has been dragged left to show more of the Gantt chart Timeline pane area.
| Feature | Name | Purpose |
|---|---|---|
| 1 | Date Row |
Shows the timeline with specific dates indicating the schedule of jobs, tasks and milestones. Weekends are shown by vertical grey columns. |
| 2 | Job Duration Bars |
Horizontal bars represent each job's time span (grey if there is no time entry logged, green if time entry logged. Job bars shaded in red have gone past their due date or exceeded their estimated time. Usage:
If you move a job's timeline so that any tasks are now outside the job's new start or due date range, prompts you to choose how to deal with this. See Choose automatic or manual adjustments. |
| 3 | Task Duration Bars |
Horizontal bars representing each task's time span (grey if there is no time entry logged, green if actual < estimated, red if actual > estimated). Usage:
If you move a task's timeline so that its new start or due date is outside the job's start or due date range, prompts you to choose how to deal with this. See Choose automatic or manual adjustments. |
| 4 | Current Date Line | Vertical line marking the current date. |
| (not shown) | Milestone |
Milestones are shown by milestone icons The milestone icon turns red Usage:
If you move a milestone so that its new date is outside the job's start or due date range, prompts you to choose how to deal with this. See Choose automatic or manual adjustments. |
| 5 | Horizontal Scrollbar | Enables horizontal navigation along the timeline. |
| 6 | Vertical Scrollbar | Enables vertical navigation through the job and task list. |