Resource Calendars

As a field manager, you can view and update the working, non-working, and on-call time assigned to your resources from the Calendars page.

You also can view and edit resource-calendar information for an individual resource by clicking or tapping on their name in time view.

The Calendars page is a grid with resource names in the rows and dates in the columns. Your device displays columns depending on the size and orientation. By default, you can view the current date highlighted in red color in the first column and the total number of hours of all resources in the group in column header.

You can scroll left or right to view past or future days by swiping a finger along the page. As you scroll along the page, you can notice that additional columns get loaded. If you want to view the current date without swiping your page, you can use the red colored arrow present in the date column.

If you scroll to view any future date and you want to return to the current date, use the left directional arrow present in the date column.

Similarly, if you scroll to any earlier date and you want to return to the current date, use the right directional arrow.

Now, let’s understand how you can set the date range in the calendar. To set a date range, you must define business-rules settings on the Business Rules page. This table explains commonly used terms in Resource Calendar.

Time	Meaning	Representation
Working Time	Working time of the resource	Pale Turquoise with its duration in a deeper color.
Default schedule	Working time configured for the whole organization, division, or for a particular geographic region	Darker shade.
Individual schedule	Working time configured for an individual resource	Lighter shade.
On-call	Time in which a resource is working on-call support	White with Yellow telephone icon.
Regular and On-call on the same day	Resource has regular and on-call tasks on the same day	The cell is divided into two parts with each part containing information about one schedule.
Regular and On-call overlapping in same period	Resource has regular and on-call tasks at the same time	When there's an overlap, on-call only displays for the period that does not overlap with the regular calendar.
Non-working	Vacation time	Blank cell.

A resource can have a default schedule or an individual schedule. A default schedule is the working time configured for the whole organization, division, or for a particular geographic region. In other words, a default schedule is the working time added at the Organization unit or Bucket level, which is inherited by the child resources. An individual schedule is the working time applied to an individual resource.

You can view the total available working time of the resources in a group from the column header. The time is expressed in any one of these units of measurement:

• Man hours — default unit of measurement

• Points — generally used if the company uses points in workforce management

• Scheduled — number of resources with working calendars for a particular day

• FTE (full-time equivalent) — sets the standard duration of a working day, as defined by the full-time equivalent parameter on the Business Rules page.

You can select the units of measurement, which are most suitable for your needs by clicking a column header. The column header produces a hint containing all available units of measurement with their equivalent values for the selected column.

Note: If you change the units of measurement in any column, all the columns present in the grid will change.

If you have the pre-loaded units, the hint shows planned working time-values. The planned values display in the units of measurement in which they were loaded, and the hint contains an additional Variance column, which shows the difference between the actual and planned values. If no plan is loaded, the Planned column shows dashes instead of actual values.