Scan Client (Horizontal Format) Window

 

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The Scan Client (Horizontal Format) window displays all bookings for one client for a day, week or month in a horizontal format, with the date and time listed across the window and resources listed down. The bookings appear as horizontal bars representing the time they occur.  If the System Administrator has chosen to allow bookings that cross midnight, the horizontal format can also display bookings for a quarter or year.

 

The settings entered at the top of the window control the display. Initial settings are taken from Scan settings in the Update User Preferences window.

 

Click the Go button to display the bookings.

 

If you have assigned status colors and then assigned a status to any booking, the chosen color will appear in the scan display for that booking when you select Status as the option in the Color Source drop-down list.

 

clientscanmonthhoriz

 

Color SourceDrop-down list to select whether the colors of the booking, resource, or booking status are used in the display.

 

Client  The client to be scanned. Enter the name of the client or click the Down Arrow button to select from a table of existing clients.

 

 

Time ScaleThe period to be displayed.  Day, week, month, quarter or year.

 

DateA date in the period you want to display.

 

Text The text to be shown for a booking. You can choose among showing no text, the booking name, the resource name, or mixed, which is a combination of booking and the primary resource of the booking.

 

BeginStart of the workday.  Bookings that occur before this time are not shown.

 

EndEnd of the workday. Bookings that occur after this time are not shown.

 

Height You can change the height of the rows shown.

 

FontSelect the font you want for the text by clicking the downarrow button

 

 

To view or change the details of a booking, double click the bar representing the booking.

 

To add a new booking, click the Add button or double click on the empty time slot you want. The Add/Update Booking window will appear with as much information entered as can be inferred from the time slot you selected.

You can also drag an existing booking to another time slot. The Add/Update Booking window will appear and display the existing booking, but with the new date information. Confirm by clicking the OK button. In this window, the start time is not automatically changed when an existing booking is moved to another time slot.