Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This tab is reached by choosing View Menu | Scheduling | Roles.

Image RemovedImage Added

Permissions and Settings

...

Tip
titleSaved Queries

Open multiple resource browsers at once, and the query criteria for each will be saved so that they are available each time you login to Projector. This is useful if you have a few different types of resource searches that you normally use.

Image RemovedImage Added

Fill in the search criteria based on what you are looking to do. The table below explains each of the search tools Projector provides. After the table we provide some example searches.

Search FilterDescription
Start DateOnly show roles that have requests or bookings from the start date onward
Search String

Search all of the following fields. You can specify complex search criteria.

  • Resource Name
  • Role Name
  • Project Name
  • Engagement Name
  • Client Name
Action Filter

Filters out roles on any project according to the following criteria:

  • Show All Projects – Do not filter
  • Show Projects Needing Action – Projects that have open requests or unassigned roles
  • Show Projects With Open Requests – Projects that have open requests
  • Show Projects With Unnamed Bookings – Projects that have unassigned roles
Search Criteria

The search criteria section has four subsections, Cost Centers, Locations, Titles, and Skills. You can use this to narrow down the roles that you are interested in. Clear the checkboxes completely to display all roles. Tick the checkboxes to only show the selected roles. For instance, I know I need a consultant in Lexington. So search on all Consultant titles in the Lexington location.

Image RemovedImage Added

If you need to modify your query, click the pink colored bar named Click here to expand query results 

 Image Added

Image Removed

 

Example Queries

There are many permutations of searches that you can run, but some common queries schedulers might run are:

...

Once you have specified your search, click Query to display the results. The upper section collapses and the results are shown below in a six column grid. Each role has its own row. In the screenshot below I searched for Technical Consultants and three were returned.

Image RemovedImage Added

Bar Graph Columns

...

At the most basic level, a white rectangle is shown. The rectangle represents the normal working hours for this role. The white rectangle then fills in with information as hours are requested and booked.

Image RemovedImage Added

Requested hours for this role are shown as a red bar. In the screenshot below about thirty hours have been requested.

Image RemovedImage Added

Booked hours for this role are shown as a blue bar. Here we see there are 20 booked hours.

Image RemovedImage Added

If you have both requested and booked hours, the graph shows both. If you booked the requested hours, the red bar would move on top of the blue bar.

Image RemovedImage Added

This last bit can be a little confusing, but it serves a useful purpose once you understand how it works. Booked hours on other projects fill in the white rectangle from the top. These bars may be multi-colored like in the screenshots below.

Image RemovedImage Added10 hoursImage RemovedImage Added 22 hoursImage Removedhours Image Added 40 hours (fully booked now)

So where do these colors come from and what do they mean? The bars represent the type of engagement and the engagement's current stage. The color displayed depends on your installation's setting. To see a legend of the colors map, click the Legend button. Looking at the screenshot below, you can see that orange maps to General & Administrative projects. 

Image RemovedImage Added

So why are these bars coming down from the top instead of up from the bottom? Well, when the bar coming down intersects the bar coming up, you know the resource is overallocated. 

Image RemovedImage Added  See that white gap? This resource has availability!

Image Removed Image Added No gap? This resource is all tied up!

 Image Removed OverlappingImage Added  Overlapping? This resource is swamped! Notice how Projector outlines the area in red to show the overallocation.

...

  • Current Requested
  • Current Booked
  • Booked hours on other projects and which projects they are

Image RemovedImage Added

Right mouse button on any graph to gain quick access to scheduling on other projects. Pick the project from the list and it jumps to the resource scheduling tab.

Image RemovedImage Added

 

Other Columns

Now that you understand how the bar graphs work, let's look at the rest of the columns in the grid. Each is explained in the table below.

Image RemovedImage Added

ColumnDescription
Role

Displays the following information:

  • Role Name
  • Project Code and Name
  • Engagement Name
  • Client Name
Resource

Displays the following information:

  • Assigned Resource
  • Resource Title
  • Resource Location
  • Resource Cost Center
Date Required

Displays the following information:

  • The first date with requested hours
  • Engagement Type short name
  • Project's current stage
Hours

Displays the following information:

  • The number of requested hours and the date range they are for
  • The number of hours currently booked for this role

...