Setting up scheduling preferences

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Set up preferences for color-coding the schedules in Schedule Manager. This way, you can tell at a glance who is available to work on your projects.

The color-coding appears in the schedules on the Employees tab. It also appears when you right-click an employee's total weekly hours in the schedules on the Projects tab.

Note: If Schedule Manager is open when you set up these preferences, you must close and reopen it before the color-coding appears.

Set up scheduling preferences

  1. Click the Schedule Manager tab.
  1. Select or enter information in the following fields:
For Do this

Background is

Select a color that indicates when an employee's total scheduled hours for the week reach a threshold, which you specify in the other fields in this window.

Seven colors are available (white is the default).

When hours are

Specify the threshold type associated with the color.

Select

To indicate that total work hours

Greater than

Exceed a lower threshold value, which you specify in column A.

For example, hours > 40 are red.

Between

Are within a range that includes both the lower threshold value and the upper threshold value, which you specify in columns A and B.

For example, 0 hours 20 are green.

Greater than (A) and less than or equal to (B)

Are within a range that exceeds the lower threshold value and includes the upper threshold value, which you specify in columns A and B.

For example, 20 < hours 40 are yellow.

A

Specify the lower threshold value associated with the color. Only whole numbers are accepted.

B

Specify the upper threshold value associated with the color, if needed. Only whole numbers are accepted.
  1. To delete a threshold, click it and click the Delete button.
  2. Click Save.