Schedule
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      3. Schedule

      Resource Schedule Overview

      Discover how to use the Resource Schedule to manage your team across multiple projects. Learn how to navigate the interface, adjust date ranges, identify conflicts, and update tasks to keep your projects on track.

      The Resource Schedule displays schedule tasks from all projects to help you manage your most valuable resources: your people.👷‍♂️

      Key Features

      🗺️ View assignments: See where your team and vendors are supposed to be each day.

      📅 Conflict Identification: Easily identify when an assignee is double-booked.

      📝 Update Tasks: Quickly edit your task dates and update your schedule.

      Table of Contents

      1. Navigation and Layout
      2. Adjusting the Date Range
      3. View double bookings
      4. Editing a Task

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      Navigation and Layout

      The Resource schedule is accessible from the left menu bar along with other company-wide settings.

      Resource schedule 1

      • Color coding: Projects are color-coded for easy identification. Change a project's color under Project Settings - General
      • Date range: The top of the calendar features an adjustable date range.
      • Task assignees: The left column contains an expandable/collapsible list of task assignees, organized by user type.

      Resource schedule 2

      Tip: You can assign tasks to the client/homeowner! Scroll down to the bottom of the screen to see homeowner-assigned tasks.

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      Adjusting the Date Range

      The Resource schedule displays a quarterly calendar view of all tasks.

      Resource schedule 3

      1. Scroll bars: Use the right and bottom scroll bars to adjust your view within the quarter.
      2. Zoom: Zoom out/in using the By day and By week options.
      3. Navigation: View previous or next quarters by selecting the top right arrows. Click Today to reset your view.
      4. Custom month: Choose the quarter drop-down to view a specific month.

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      Viewing Double Bookings

      The Resource schedule can be filtered to show only assignees with overlapping tasks to provide direct visibility into potential project delays..

      Select the 👁️ eyeball icon in the upper right to toggle this view on/off.

      Resource schedule 4

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      Editing a task

      Tasks within the Resource schedule display the project name, task name, and if applicable, the phase name, along with the task duration.

      Hover over the task to display additional information.

      Select Edit task from schedule to make edits to the task within the project schedule page.

      Resource schedule 5.1