Who's Available? Figuring out the Calendar Area in Schedule Pro

Crews Available for Scheduling (The Calendar Area)

Reset Calendar Day

Click to move the calendar forward or backward a month or week at a time.

At the top of the calendar, tabs are displayed that match up with the job types entered in the Setup area.  Clicking on each tab displays the individual capacities for each job type.  The ALL CREWS tab shows the depot capacities combined. The tab order is also set in system settings.

•  The date currently being worked with is changed to a BLUE color.
• Clicking on a calendar date box changes the Start Date for the job currently being scheduled.

The Crew Capacity is shown for each day for easy determination of which dates are available for scheduling.  With the All Crews tab selected, the capacities are a total of all product types to show total capacity for the depot.  Otherwise, clicking on each job type tab displays the capacity for that job type alone.  If viewing capacities by quantity instead of by crew as set in >Utilities>System Options>Schedule Pro>Capacity Settings> View Installation Depot Capacities By, the capacity for the All Crews tab is shown in percentages.

Crew Capacity Color Code Legend:

Green                          No jobs scheduled

Blue                             Less than 75% used

Orange                        Over 75% used

Red                             100% booked or overbooked (can be negative numbers)

Black                           Crews do not work on that day

Select on the bottom of the calendar whether to view in house or subcontractors.

If scheduling most without selecting a crew, be aware that the specific job type tabs are not always going to be accurate.  A job scheduled without a crew will deduct capacities from job type tabs that are being scheduled and from the ALL CREWS tab but it will not deduct anything from other job types.  Since the crew is unknown, it is not possible to determine how the other job type capacities would be affected.  For example, if a crew is selected for a carpet job and they install carpet and vinyl, then both the carpet and vinyl capacities will be reduced (the crew can’t install both at the same time).  But, if a crew is not selected for a carpet job, only the carpet capacities will be reduced.  That is because without a crew selected, the system can’t forecast the abilities or capacities of future crew assignments. Pay close attention to the ALL CREWS tab, it always considers the overall picture.