Open topic with navigation

Working with the Timeline

The timeline gives you a visual overview of assignmentConnection between a resource and a project. duration and scheduled hours, as well as total hours rolled up to the parent projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. or resourceA contact that works on a project.. The timeline also shows held resource requestsA resource request with a status of “held” and a schedule. The Resource field is populated., including duration and requested hours. Additionally, the Resource Planner indicates whether resources are under or over allocated using a color code.

Note:

Note

When you zoom to the week view, the first day of the week is based on the work calendar of the resource associated with the logged-in Salesforce user. For more information, see About Time Periods, Work Calendars and Holidays.

Click the image below to see the timeline.

You can:

• Define the time span over which to view assignments and held resource requests.
• Zoom in or out to view scheduled and requested hours by day, week, month or quarter.
• Click Fit Timeline to snap the view to include all of the records on the timeline.
• Drag the edges of an assignment bar to change the duration of an assignment on the timeline.
• Drag the center of an assignment bar change both the start and end dates of an assignment on the timeline.
• Edit assignment hours and days.

Note:

Note

Depending on the configuration that your administrator has chosen, holiday schedule exception records are created when you adjust and save assignment dates on the timeline. For more information, see Resource and Project Planners Settings and Preferences.

Expanding the Timeline

To adjust the view of the Timeline to expand into the Resource or Project list, use your mouse cursor to drag the divider to the left or right.

View Resource Allocation and Availability

You can review the allocation level of a resource using color coding:

Bar Color	Status	Description
	Resource is under allocated	Total hours for all assignments and held resource requests are currently zero or lower than the resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. hours or the threshold defined in the Lower Summary Bar Threshold Limit preference.
	Resource is correctly allocated	Total hours for all assignments and held resource requests currently match the resource's work calendar hours or are within the thresholds defined in the Lower Summary Bar Threshold Limit and Upper Summary Bar Threshold Limit preferences.
	Resource is over allocated	Total hours for all assignments and held resource requests currently exceed the resource's work calendar hours or the threshold defined in the Upper Summary Bar Threshold Limit preference.
		Indicates non-working days, such as weekends, public holidays federal holidays, and so on for which the resource has zero assigned hours. These are derived from the resource's work calendar.
		Gray assignment bars show the contributing daily, weekly, monthly or quarterly hours for the assignment.

The color gray is used for assignment bars in both the Resource Planner and Project Planner. The other colors only apply to the Resource Planner, and are used to indicate, on the resource summary bar, the allocation level of the individual resource.

You can use the Resource Planner and Project Planner to work through "what if" scenarios. Therefore, changes made to assignment bars on the timeline are not saved on their native objects unless you click Save.

© Copyright 2009-2019 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation