Planner - Timeline is an overview that gives you a quick and simple overview of both your own team’s projects, but also all teams’ or employees.
The timeline can be shown in multiple ways. You can choose to view a list based on your teams (you are then posted as responsible for the team), all teams, or on all employees.
The employee view in the timeline is listed from most available to less available consultants in order to help you visualize who to prioritize for upcoming projects.
The other views give you a good overview of the booked roles for employees due to teams and from here it is easy to edit role details such as dates.
Click on the arrow by the team to open up the team.
You can also choose to show the overview based on week, month, or quarterly intervals. If you show monthly or quarterly, remember to extend the date-interval in the overview, by clicking on the filter icon to the right in the picture. Here, you also have the opportunity to filter based on other chosen criteria. These vary somewhat depending on the view.
Booked roles are shown in green color and preliminary booked projects in blue. Oral agreements are shown with orange and extensions with light green color. Click on the pen to quick-edit the role. You can edit the date, extent, and price.
Remember that a project that is extended but is also changed in extent or price, shall be published as an extension for the opportunity to retrieve the correct statistics.
Depending on how you work with the extension, it can also be required for you to register the extension as a new project to get a separate order value on the extension.
Click on a role to edit details. Project, role, or customer is clickable, and shortcuts to the separate pages.
