Calendar view for personnel

Modified on Mon, 24 Jun 2024 at 03:43 PM

The resource calendar view gives an overview of teams, team members, shifts, rotations (including unavailability), and tasks.

You can view the calendar in 7-, 30-, 60-, or 90-day windows..

Rotation types are displayed by color according to what you have configured in your team settings.

When you select the weekly view, the column headers display a resource utilization table containing the following information:

  • Total man-hours: The available work hours for all employees that day (available work hours - unavailable work hours)
  • Man-hours used: The amount of man-hours spent on activities.
  • Man-hours left: The remaining man-hours not spend on activities.

The resource utilization table automatically updates as you add rotations and activities for employees.

Filtering and searching

Filter and search based on work packages, departments, roles, skills, rotation type, and more to display information for only the relevant personnel.

You can also choose what information is displayed in the calendar using the settings (gear) icon.

Select from the available options to only display that information in the calendar.

Download options

Use the Download dropdown to export data from your calendar. You can export the following information:

  • Resource calendar (Excel)
  • Manpower plan (Excel)
  • Man-hours summary (CSV)

Resource calendar

The resource calendar allows you to build a plan for any given time period or a given work package period that shows who is assigned to what work. The plan can be customised to include any calendar information (populated from the calendar view) and personnel fields, including custom fields in the order that you prefer to view it in the download.

For each date in the chosen period, the plan shows what work package each person is assigned to, their work schedule, team name, base, and unavailability (if relevant).

The resource calendar is customizable to cover a work package date period or any chosen date period and personnel fields in the order you choose.

The resource calendar will be exported and depending on the size of the file (the amount of personnel and time period chosen) this may take a few seconds. You can see the progress of the export at the top of the page with a tooltip showing the % progress. When the file is ready for download you will get a message in the notification centre with an option to download the file to your downloads folder.

You can see the export progress in the top bar.

The notification centre will inform you when the plan is ready to download.

Manpower download

  1. Go to Resource calendar.
  2. Click Download.
  3. Click Manpower plan.
  4. Select the relevant Work package to filter the Teams dropdown.
  5. Select the relevant Team.
  6. Click Export.

The manpower plan shows color-coded blocks that correspond to the rotation types configured in your account. To making assignment easier, the grey blocks in rows 2 and 3 show how many positions within the team are filled and open on each day.

Man-hours summary

The Man-hours summary shows you the resource utilisation report. The report lists all employees, their available hours, registered unavailability, planned work, and resource utilisation (planned hours / gross work hours).

It is possible to download the weekly, monthly and yearly reports by filtering with these buttons: week/month/year.


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