Scheduling hours by project
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You can schedule by either project or employee.
Schedule by project to manage the employees on your projects at a high level.
If you have permission to see all projects, you can also schedule by employee and manage your projects at a lower level.
Before you begin
To schedule hours by project
- In the unshaded cells, enter the number of hours per week for each employee.
- To view the number of hours already scheduled for a week, right-click the week at the project, phase, or resource level.
If you set color-coding preferences for scheduling, the hours are highlighted by those colors.
- As you work, do the following as needed:
| To | Do this |
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Change the columns or number of weeks |
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| Filter at the project level by department, project manager, or both |
Ajera displays the applied filters at the top of Schedule Manager. To remove the filters, either click the X or clear the filter option in the Projects - Customize window. |
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Remove the red highlighting from an employee The red highlighting indicates that the employee is not assigned to a project and entered time to it, or entered time using the wrong employee type. |
One of the following:
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Adjust all the scheduled hours to the right of the cursor a specific number of weeks, at the project, phase, or resource level |
The lower-level rows also adjust the same number of weeks. |
(Customize) to open the Projects - Customize window.- Review the columns to evaluate project performance. Depending on your security settings, you may also see dollar amounts based on billing rates.
For example, compare the Budget and Actual columns to determine where the project is now. View the Available columns to forecast where the project will be, given the current scheduling.
Concepts
About scheduling employees on projects
About Spread Remaining Hours in Schedule Manager
Tasks
Setting up security for Schedule Manager
Changing an employee on a project
Deleting an employee from a project
Spread Remaining Hours Across a Project in Schedule Manager
Deleting a project from Schedule Manager
Clear Scheduled Hours on a Project
Exporting schedules by project to Excel
