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Resources
Entering the Resource availability
Resources can enter their availability to let managers know if and when they are available or not.
Required Entering availability by a resource requires a role: Employee availability (will be changed to “Can enter Resource availabilityavailability” (previously “Employee availability”).
Users with the this role can enter their availability from My menu > Resource availability:
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There are 3 availability options. Several availabilities can be entered to for the same day.:
Available
Not available
Optional
How to enter availability
from My menu > Resource availability:Start by setting the Start and End times (fig 1-2)
Set the “Starting at” (fig 1) and “Until” (fig 2) times
You can
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adjust
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the “Until” time with the
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“Work hours” field (fig 3)
Select the required availability option: Available/Not available/Optional (fig 4)
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Add a remark (fig 5)
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for the availability (optional)
Click the required day. The availability you set will be
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applied to this day
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(fig 5)
When hovering over the day, a tooltip will show the full info
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(fig 6)
Entering multiple availabilities for the same day
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To enter an additional availability for the same day, set the availability parameters:
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from My menu > Resource availability:
Set the “Starting at” (fig 1) and “Until” (fig 2) times
You can adjust the “Until” time with the “Work hours” field (fig 3)Select the required availability option: Available/Not available/Optional (fig 4)
Add a remark (fig 5) for the availability (optional)
Click the required day. The availability you set will be applied to this day (fig 5)
When hovering over the day, a tooltip will show the full info (fig 6)
Repeat steps 1-4 for any additional availability slots you require for the same day.
When hovering over the day, a tooltip will show the full info
Bulk entering availability
Multiple rows or , columns, or even the whole entire month, can be easily entered using the “Apply to” (little squares icon that is available in ) icons displayed on every row, column , and on the corner of the page:
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from My menu > Resource availability:
Set the “Starting at” (fig 1) and “Until” (fig 2) times
You can adjust the “Until” time with the “Work hours” field (fig 3)Select the required availability option: Available/Not available/Optional (fig 4)
Add a remark (fig 5) for the availability (optional)
To apply the selected availability to all checked columns of current month - Click the icon on the corner of the page (fig 1)
To apply the selected availability to all checked dates in a row of current month - Click the icon to the left of the relevant row (fig 2)
To apply availability to a column - Click the icon above the required column (fig 3)
Clearing the availability
To clear the availability for the day, select the last availability option and then click :
Select the “Clear availability” icon (fig 1)
Click on the day to clear
When hovering over the
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day, a tooltip will show the availability is clear
Managers
Viewing Resources availability
Once resources enter their availability, it can be viewed from several pages.
Sales dashboard > Task page
From: Sales dashboard > Task page
Once a resource is assigned to a task, hover over the “Resources availability” check box to display the Resources availability.
The system will indicate whether the resource is
Available
Not available
No availability information for this time
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My menu > Resource availability
Managers have the option to view and set resource availability for all resources as well as their own.
To set availability follow the steps described above: “How to enter availability”
To view or set the availability for a resource:
From My menu > Resource availability
Select the relevant resource from the “Resource” list at the bottom of the page
The resources availability will be displayed on the page, allowing you to view, make changes or add entries
