The WorkGuru schedule displays the project and their tasks (if scheduled) dates in a calendar/gantt format. This allows you to visually see how many projects are scheduled concurrently, or which dates are available for projects.
Project Schedule
To display the schedule, select the Start Date, End Date and Submit for the period you want the schedule to display. The Project Status (optional) is only required if you would like to drill down to a specific status such as In Progress only). The option to Include projects that encompass selected dates allows you to toggle the schedule to display projects that have start/end dates outside of the selected display dates (ticked) or only display projects that explicitly start and finish within the selected display dates.
To get more detail on the scheduled project and/or task, you can hover over the event and a popup will display the detail. The event is also clickable to take you straight to the project's detail page.
The project schedule can then be dragged and dropped or extended to re-schedule the project.
If the project has scheduled Tasks, click on the + icon to expand and view. If you would like to expand all projects displayed, click the Toggle All Tasks button. If a project does not display the + expand icon, it either does not have tasks, or tasks are not scheduled. The Schedule Unscheduled Tasks button is a shortcut to allow you to schedule a project's tasks directly on the schedule via drag and drop. NOTE: this will schedule the tasks ALL projects displayed currently displayed in the schedule.
Staff Schedule
You can click on Staff Schedule View to switch from a project centric to a staff centric view of the same schedule. Staff must be assigned to a project's scheduled tasks for this view to display correctly (Edit project to assign staff).
To display the staff schedule, select the Start Date, End Date, Team (Optional) and Submit
The default view is incomplete tasks on open projects. Completed projects will not display unless the Search for incomplete tasks on completed projects? option is selected. The staff schedule can be set to auto-refresh every 5 minutes to display a live staff/task assignment if displayed on a rostering screen.
To get more detail on the scheduled project and/or task, you can hover over the event and a popup will display the detail. The event is also clickable to take you straight to the project's detail page.
Assigned tasks can be re-assigned between staff or rescheduled by dragging and dropping.
To switch back to the project schedule, simply click the Switch to Projects Schedule View.