Scheduling wizard
Prerequisite
- Access to the Management > Scheduling wizard (TC011) menu.
Introduction
The scheduling wizard of SoftExpert Time control allows for viewing, on a calendar, the nonproject tasks in which resources are allocated or for which they are responsible.
This menu makes it possible to schedule nonproject tasks, maintenances, isolated-action plans, monitored events, etc.
See below how to use the scheduling wizard:
Scheduling wizard
1. Access the Management > Scheduling wizard (TC011) menu.
2. Use the available filters to search for the desired tasks.
3. From the toolbar, it is possible to choose whether the wizard will display a daily, weekly, or monthly calendar through the Vision section.
4. In the Actions section, it is possible to execute or enter time for the selected objects.
5. In the Edit section, it is possible to add objects to the calendar through the Add button, or change existing ones through the Edit button.
6. In the View section, it is possible to see object data or access the resource calendar.
7. Click on the Histogram button to view the resource usage chart. See the options available on the histogram toolbar below:
Options available in the histogram
Vision
Select the available buttons to view the chart by day, week, or month.
Filter
Click on the Allocation button to define whether the displayed hours will be the resource's planned or rescheduled hours.
Click on the Resource button to view the histogram of another resource, without the need to leave the chart screen.
Browse
Click on the Before, Date, and Next available buttons to choose a display period for the histogram.
View
Click on the Resource data button to view the data of the resource whose histogram is being displayed.
Select the Resource calendar button to view the calendar of the resource whose histogram is being displayed.
Conclusion
Thus, it is possible to use the scheduling wizard.