Scheduling Software

Contents - Scheduling Software Index
Scheduling Software home

MENU AND TOOLBAR

Menu
 
The main window for ResSched has the familiar Windows-type menu and toolbar. All ResSched functions operate from this menu. The toolbar below the main menu contains shortcut buttons for some of the more frequently used functions.



File Menu
  
System Preferences Accessible only to System Administrators. Allows them to set default values, display settings, conflict checking options and other features.

Backup Accessible only to System Administrators. Allows users to copy the ResSched data files to external media of their choice. The internal backup within ResSched still applies.

Users Accessible only to System Administrators.
  
 Add/Edit Users Allows System Administrators to add users to ResSched, change the access rights of users, and reset user access after too many login failures.
 
 User Groups Allows System Administrators to create or change user groups.

Print Setup Standard printer setup window.
 
User Preferences Not available to View-only users. Lets users change default values and display settings according to their needs.

Change Password Lets users change their passwords.
 
Word Setup Available only to holders of a Corporate Licence. Users may use Microsoft Word to generate ResSched reports. Use this feature to implement or change the settings.

Import Data Available only to System Administrators holding a Corporate licence. Allows users to import data from outside ResSched.

Client Client data that is to be imported from outside ResSched using a standard Windows® file selection.

Resource Resource data that is to be imported from outside ResSched using a standard Windows® file selection.

Exit Exit ResSched.  


Booking Menu
  
Add Booking Not available to View-only users. Used to add a new booking entry.
  
Browse Bookings Browse through all bookings, using tabs to sort and filter the bookings.
 
Browse Alphabetically Browse through all bookings listed in alphabetical order of bookings.

Purge Old Bookings Available only to System Administrators. Delete all bookings that occurred before a specified date in the past.

 
Resource Menu
  
Add Resource Available only to System and Resource administrators. Add the name of a new resource to ResSched.
 
Browse Resources  Browse the resources listed in ResSched.
 
Resource Groups Add, change or delete resource groups.
 
Rebuild ALL group  Available only to System and Resource administrators. Rebuild the resource group that has all the resources in it (ALL).
 
Utilization Available only to System and Resource administrators holding a Corporate licence. Display utilization by resource group or just one resource.

 
Client Menu
  
Add Client Available only to System and Resource administrators, and to General Users if the 'Allow general users to add clients' check box has been checked in the Update System Preferences window. Add the name and related information of a new client to ResSched.
 
Browse Clients Browse the clients listed in ResSched.

Delete Multiple Clients System and Resource administrators may delete several clients at once. Feature is disabled if the user is neither a System nor Resource administrator.

Utilization by Client Available only to System and Resource administrators holding a Corporate licence. Displays the resources that were used by individual clients for given periods of time.

Invoice Clients Available only to System and Resource administrators holding a Corporate licence. Used to generate a paper bill for billing purposes.


Projects Menu

Add Project  Only System and resource administrators can add, edit and delete projects.

Browse Projects  Browse the projects listed in ResSched.


Scan Menu
  
Single Resource
  
 Week View the bookings of a single resource for a week with time displayed down the screen while the day of the booking is displayed across.  

 Month View the bookings of a single resource for a month in a standard monthly calendar format.  

Group
   
 Day View the bookings of all resources in a resource group for a day.  Choose between horizontal format (resources displayed down the left of the window; time displayed across the top) and vertical format (resources displayed across the top of the window; time displayed down the left). If the format you choose is not your current default format, you will be asked if you want to make it your default.
 
 Week View the bookings of all resources in a resource group for a week.  Choose between horizontal format (resources displayed down the left of the window; days and time displayed across the top) and vertical format (resources displayed across the top of the window; days and time displayed down the left). If the format you choose is not your current default format, you will be asked if you want to make it your default.

 Month View the bookings of all resources in a resource group for a month.  Available only in horizontal format with resources listed down the left side of the screen and the time displayed across the top of the screen.

 Quarter View the bookings of all resources in a resource group for a calendar quarter. Available only in horizontal format with resources listed down the left side of the screen and time displayed across the top of the screen.

 Year  View the bookings of all resources in a resource group for a calendar year. Available only in horizontal format with resources listed down the left side of the screen and time displayed across the top of the screen.

 Flexible Period View the bookings of all resources in a resource group for user specified period. Available only in horizontal format with resources listed down the left side of the screen and the time displayed across the top of the screen. This view cannot be printed.
 
Availability
  
 Resource Group  Overlap the bookings of all resources in a resource group so that any time slots that are available for all the resources are clearly visible.
 
 Pooled Resource  Display how much of a pooled resource has been booked in all the time slots for a week.
 
Client  

 Day View the bookings of a single client for a day, with time displayed downthe screen while the day of the booking is displayed across.
 
 Week  View the bookings of a single client for a week. Choose between horizontal format (bookings displayed down the left of the window; days and time displayed across the top) and vertical format (bookings displayed across the top of the window; days and time displayed down the left).
 
 Month  View the bookings of a single client for a month in a standard monthly calendar format or in horizontal format.

Project Projects may be scanned by Day, Week or Month, with resources listed down the left side of the screen and the time displayed across the top of the screen.


Calendars To print calendars with booking information. Calls the Print Text Calendars window to select period, resources to include, and format of calendar to print.

 
Help Menu
  
Contents Display a list of main Help topics from which you can make a selection.
 
Search for Help on...  Do keyword search for Help on specific topic.
 
How to Use Help How to use this Help facility.
   
ResSched Terms If a System Administrator has changed the standard terms used by ResSched, this displays the new terms with their ResSched equivalents.
 
Licensing ResSched Provides information on obtaining a licence for ResSched.  
 
About ResSched Display version number and name of licence holder for this installation of ResSched.
 
Toolbar

The toolbar buttons are one-touch buttons that let you carry out tasks that would require multiple menu selections or other input. The toolbar buttons cover some of the most commonly used ResSched functions. From left to right, the toolbar buttons are:

New Add a new booking to ResSched.
 
Browse Browse bookings.
 
Group Day Graphically display the bookings of a resource group for a day using your default format. To change your default format, under the main menu, select Scan>Group>Day and your preferred format.    
 
Group Week Graphically display the bookings of a resource group for a week. To change your default format, under the main menu, select Scan>Group>Week and your preferred format.
 
Group Month Graphically display the  bookings for each resource in the group in a horizontal time line for a month.
 
Single Week Graphically display the bookings of one resource for a week.
  
Single Month Graphically display the bookings of one resource for a month using a standard monthly calendar format.

Client Week    Graphically display the bookings of a client for a week in either vertical or horizontal format.  To change your default format, under the main menu, select Scan>Client>Week and then your preferred format.

Client Month  Graphically display the bookings of a client for a week in either calendarl or horizontal format.  To change your default format, under the main menu, select Scan>Client>Month and then your preferred format.


Scheduling Software home