Costpoint Help

Contents of the Resource Schedules/Leave Screen

Use the fields and options to configure the Resource Schedules/Leave screen.

Criteria

FieldDescription
Resource IDClick to select the resource.
Resource Work ScheduleClick this button to display the Resource Work Schedule subtask.

Note: This button disables when a query is pending.
Last NameEnter the employee's last name.
ActiveThis field defaults to Yes to filter only for active employees. To change it, select either All or No from the drop-down list.
Functional RoleClick to select the functional role.
Work Schedule DateClick to select the month/week/year you want to display. If you change the date, click to update the table.
Sort ByYou can sort results by either Last Name or Employee ID. Select the desired filter from the drop-down list.

Resource Work Schedule Table

Field Description
Resource This field displays the name of the resource.
Day/Date The work schedule of the selected individual displays per day. Refer to the legend for color coding information.
Edit Day Use this subtask to edit properties for a particular date. These properties apply to that date only and so do not recur in subsequent weeks. You can also use this subtask to request leave for the employee.
Edit Daily Schedule Use this subtask to edit properties for days of the week in the employee's schedule.
Leave Balances The Leave Balances subtask shows the number of hours of leave available for the selected employee as of the current date, for each leave type.

Parent Topic:

Resource Schedules/Leave