Multi-Project Resourcing > Scratchpad

 

The Scratchpad pop-up details the tasks currently assigned to the selected user, as well as other tasks relevant to the time period selected in the Resources screen.

 

Clicking on a user's name will invoke the scratchpad.

 

The scratchpad also has a filter option available (click here for further information).


Resources can receive* email appointments when assigned to tasks which can be added to their mail client calendars (e.g. Outlook). 
*Users must have the 'receive email alerts' option enabled in their user profile to receive these notifications.

Scratchpad Pop-Up Overview tutorial

Click the image below to watch a short tutorial providing an overview of the Scratchpad Pop-Up.

  

*Under construction - apologies for any inconvenience

Scratchpad pop up - Resource Workers

Example of a Scratchpad pop-up.

The table below shows the different options and information available in the Scratchpad pop-up.

 

Note: Only one task can be updated at a time in an open session.

 

Note: Only one Scratchpad pop up is available at a time in an open session.

 

Task Option

Description

 

A selected task will show the following:

  1. Task Name

  2. Project Name

  3. Project Code

  4. Start date of task

  5. End date of task

  6. Utilisation Percent (how much time has been allocated to non generic users).

  7. Planned days.

 

 

A hidden task will show the following:

  1. User selected is a resource against the task.

  2. Project Name.

  3. Project Code.

  4. Task Name.

  5. Planned Days.

  6. Utilisation Percent (how much time has been allocated to non generic users).

    The percentage shown reflects the amount of planned days allocated to actual resources vs generic/deleted users.

     

    The Utilisation percentages are colour coded and will appear as follows.

    • 0 - 49 = Red

    • 50 - 74 = Amber

    • 75 - 100 = Green

  2. Indication the Task Type is Calendared (if the icon appears).

 

 

The Task Detail section has the following features:

  1. This shows the Task Type.
    This will be either:
    - Non-Effort Driven
    - Accumulated Work
    - Movable Calendared or
    - Fixed Calendared.

Note: When a Task Type is calendared, the resources cannot be amended.

 

  1. Task Status (this can be set or reviewed in Admin > Project Settings > Task Statuses.)

  2. Worker name and assign/unassign to task checkbox.

Note: If the worker is not assigned to the project team they will automatically be added when the changes are successfully saved.

 

  1. Option to assign the current workers resource to the un-resourced worker.

Note: Any further resourcing to be made against the worker should be completed after selecting this functionality.

 

  1. Percentage of the workers time allocated to the task.

Note: The maximum value that will be accepted in this field is 500%.

 

  1. Number of days the worker is assigned to the task.

Note: The maximum value that will be accepted in this field is 999 and cannot equate to more than 500%.

 

  1. The Users Cost Rate (this value is taken from the User Profile found in Admin > Users > User Profiles. section).

 

 

This message will appear if:

  • The planned number of days for a task has changed.

  • The finish date of the task has changed.

  • The Task Type is calendared.

  •  

 

When a change is made to the task detail section and options will appear.

 

Selecting will result in either:

 

or

 

followed by the message.

 

The messages include:

- an indication that the assigned resource is greater than 500%

 

 

Example of the greater than 500% resource message

 

- another user has made changes to this task.

 

 

Selecting will remove all changes made to the task.

 

 

 

 

Related Links:

Multi-Project Resourcing

Scratchpad Filters

 

 

 

 

 

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