Resources

Entering the Resource availability

Resources can enter their availability to let managers know if they are available or not.

Required role: Employee availability (will be changed to Can enter Resource availability)

Users with the role can enter their availability from My menu > Resource availability:

The availability is entered per month.

There are 3 availability options. Several availabilities can be entered to the same day.

• Available

• Not available

• Optional

How to enter availability

Start by setting the Start and End times (fig 1-2)

You can also adjust it with the Work hours field (fig 3)

Select the required availability option: Available/Not available/Optional (fig 4)

Not available requires a remark (fig 5)

Click the required day. The availability you set will be entered for this day.

When hovering over the day, a tooltip will show the full info:

Entering multiple availabilities for the same day

To enter an additional availability for the same day, set the availability parameters:

Bulk entering availability

Multiple rows or columns, or even the whole month, can be easily entered using the little squares icon that is available in every row, column, and corner of the page:

Clearing the availability

To clear the availability for the day, select the last availability option and then click the day to clear the availability:

Managers

Once resources enter their availability, it can be viewed from several pages.

Sales dashboard > Task page