Scheduling

The Scheduling option can be installed via Packages (via Administration). It provides the ability to create templates and enter activities that can track hours and assignments. This data can then be viewed from a Gantt chart view, or a calendar view.

To Create a Scheduling Template that can be Selected For/Added to Any Contract:

1. In the Contract Menu, select ‘Scheduling’.

2. Click on ‘Templates’.

3. Click on ‘+Template’

4. Enter the name and description of the template, then record scheduling parameters (including ‘Hours per day’, ‘Off days of the week, and ‘Off dates’).

5. Click on ‘Create Task’.

6. Enter the Estimated Start Date for the task, as well as the name, description, assignment, Estimated Days, etc.

   1. If this task will have other tasks grouped beneath it, select ‘Group of Tasks’ for the Type.

   2. If this task will not be part of a group of tasks, leave it set to the default of ‘Task’.

7. Click on 'Save'.

8. If a ‘Group of tasks’ was added the group name entered will now show in the ‘Parent’ drop-down when creating future tasks. This will allow the user to identify which group, if any, the task should be in.

Adding a Scheduling Template to a Contract:

1. Select ‘Scheduling’ from the Contract Menu.

2. Click on ‘Templates’ section, then select the scheduling template.

3. Click on the link to ‘(copy symbol) to Schedule’.

4. Enter the Name and Description, as well as the ‘Start Date’ for the contract schedule.

5. Click on ‘Confirm’.

To Create a Schedule that will only be used on the selected Contract:

1. In the Contract Menu, select ‘Scheduling’.

2. Click on ‘Schedules’.

3. Click on ‘+Schedule’

4. Enter the name and description of the template, then record scheduling parameters (including ‘Hours per day’, ‘Off days of the week, and ‘Off dates’).

5. Click on ‘Create Task’.

6. Enter the Estimated Start Date for the task, as well as the name, description, assignment, Estimated Days, etc.

   1. If this task will have other tasks grouped beneath it, select ‘Group of Tasks’ for the Type.

   2. If this task will not be part of a group of tasks, leave it set to the default of ‘Task’.

7. Click on 'Save'.

8. If a ‘Group of tasks’ was added the group name entered will now show in the ‘Parent’ drop-down when creating future tasks. This will allow the user to identify which group, if any, the task should be in.

Under the ‘OneOffice Menu’ a Resource Management report will show all assigned tasks, across all contracts, and can be filtered by date range and user account.