Calender views

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The calendar is the heart of the software and always provides exactly the overview you need using a wide variety of views and filters. In each view you will find four icons in the upper right corner that allow you to create a new calendar entry, search for an entry, print the calendar or download it. In each view you can select the desired date in the upper right corner. Depending on the view, you select the year, month, calendar week or day. By selecting forward or backward at 'Today' you can move through the years, months, weeks or days, again depending on the view. In each view it is possible to set filters, this will make your display even clearer. Only with the relevant access rights you have access to the views "Planning", "Overviews" and "Vacation overview".

Annual view

Annual view

Here you can see the whole year with all your entered events, jobs or even birthdays (depending on the defined settings). You can open each of these events by clicking on it and retrieve all the information or edit it depending on your access rights. If you want to create a job for a certain day, this is possible directly by clicking on the respective day.

You can control which entries are displayed in this view using the filter function.

Monthly view

Monthly view

Here you can see your events and jobs on a monthly basis. If you move the mouse over a job, all relevant information is displayed directly. You can also deactivate the preview by mouseover at the bottom via "Customize month view". Click on the title of the job or click on 'Open job' if you want to have a closer look at the job or if you want to edit it. With one click the input mask of the job opens directly.

To create a job, click on the date you have selected. The input mask opens in which you can now plan your new job. You can control which entries are displayed in this view using the filter function.

Weekly view

In the weekly view you can directly see some information about your jobs. You define which information this is via 'Customize week view'. You will find this function at the very bottom of the tab on the left. Here you can also decide whether a screen with more detailed information should appear when the mouse is moved over the respective job.

Clicking on the job opens the screen to edit it. It is also possible to create a job directly by clicking on the date. You can control which entries are displayed in this view using the filter function.

Bar view

In the navigation, the bar view can be displayed from the perspective of employees, jobs, schedulers, project managers or time recording. In the day view, it offers an overview divided into hours in each case, which can be expanded to a weekly or monthly view. To change the view, click on "Week" or "Month" in the left menu under the "Bar View" section. It also shows how many bookings there are in this period for each employee and how many hours these bookings comprise (according to calculation).

You can control what appears in this view by setting filters. Via "Filter employees", it is also possible to filter for one or more individual employees.

If you move the mouse over an event, you will get its information. If you click on 'open job' or directly on the event, its screen will open and you can edit it - depending on your access rights.

Planning

Overviews