Schedules

DMF

1901** WEB PORTAL TIMESHEETS & SCHEDULES MENU TIMESHEETS & SCHEDULES MENU

1904** WEB PORTAL SCHEDULES SCHEDULES

Important

This feature requires the following feature flag: Portail Collaborateur domain > Employee Agenda label.

Schedules enable employees to organize their work days in advance and to plan their calendars. For example, consultants can use schedules to organize their weeks depending on their customers or developers can plan their maintenance days in advance to better organize their week. Schedules make it possible to view the tasks planned for one or multiple projects or can be used to check an employee's workload.

Employees can modify their schedules at any time until they are transferred into timesheets. This way, a schedule block can be converted into a time block and the employee does not need to specify this time separately.

Schedules can be managed from two menus in the Employee module:

  • the Timesheets & schedules menu, which displays schedules in a calendar; This menu also allows you to manage timesheets (see Timesheets). Timesheets are identified by the icon and scheduled items by the icon.
  • the Activity overview menu, which displays schedules as a detailed table (see Activity overview).

The timesheets are managed in the same way than the schedules. However, time blocks represent blocks of working time that the employee has actually done whereas schedules are used to plan the work days of an employee in advance.

The Timesheets & schedules menu display timesheets and scheduled items and allows you to manage them in a weekly view. The following features are available in the screen header banner:

Feature Description

Week selection

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To move from a week to another, use the arrows and or open the calendar to select the desired week.

The Week field is also available and is used to select the desired week through a date picker.

Schedule and timesheet filters

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The , and icons at the top right of the screen allows you to hide or display not completed schedules, completed schedules and timesheets.

Quick entry modification

Used to modify or delete quick entries.

For more information, refer to Modifying or deleting a quick entry.

Recurring remote work declaration

Used to create a weekly standard input to declare remote work and use it for a given time period on the current accounting period.

For more information, refer to Declaring recurring remote work.

Printing schedules and timesheets

Used to print schedule or timesheets.

For more information, see Publishing a scheduled item and Publishing timesheets.

Timesheet completion

Used to complete timesheets for the week or the month.

For more information, refer to Completing timesheets.

Week duplication

Used to duplicate timesheets of the whole week to the following weeks.

For more information, refer to Entire week.

Month display

 The icon at the top right of the screen allows you to open the calendar for the ongoing month and displays the schedules and timesheets.
Display options

Various display options are available and each option has its own characteristics and specific features:

  • List: to display scheduled items and timesheets with one block displayed per day (see Display in List).
  • Column: to display scheduled items and timesheets with one column displayed per day (see Schedules).
  • Table: to display scheduled items and timesheets in a table (see Schedules).
  • Statistics: to display scheduled items and timesheets as graphs (see Statistics view). This display is only for your information and do not allows you to manage scheduled items or timesheets.

Click on List from the display options to display scheduled items and timesheets in a list view. This list contains a block per day displayed (from the preferences) and each block retrieve the scheduled items and timesheets specified on this day.

Public holidays are displayed in red.

Done scheduled items are hatched and indicated with the icon.

Reference

For more information about the setup of results in list view, refer to Setting up results in list view.

Note

The sorting headers is not available on the calendar.

Click on Column from the display options to display scheduled items and timesheets in a column view. This display contains a block per day displayed (from the preferences) and each block retrieve the scheduled items and timesheets specified on this day.

At the top right of the columns, the following options allows you to manage the display of the scheduled items and timesheets details:

  • Overview to only display duration, customer and visual indicators (for example, the comment or review status)
  • Normal view to display all information for the item
  • Scaled view to display items in blocks with height proportional to the item duration

Note

In scale view, the user preference Ratio in % of the column view to scale allows you to display the whole screen, without having to scroll in order to visualize all the scheduled and timesheet entries. This ratio can be set up from 50 % to 200 % according to the user's needs.

A quick search field is available on top of the results table. The search starts as soon as one character is typed and the results are filtered automatically.

On the right of the quick search field, the icon allows you to refresh results.

Public holidays are displayed in red.

Done scheduled items are hatched and indicated with the icon.

To sort the items displayed in each block of a day, click on the icon at the right of the search field to display the sorting options:

Sorting the content

Displays a window to manage the sorting options. The Available columns option show the different values on which you can apply a sorting. Use the search field to quickly find a column. The search starts as soon as one character is typed and the columns from the Available columns section are filtered automatically.

Move it to the Sorted columns section on each criterion you want to sort:

  • If you apply multiple criteria, set the order of criteria by selecting them and moving them.
  • For each criterion, click on the sorting icon so the sorting is done by ascending / alphabetical order or by descending / inverse alphabetical order.
  • To delete a criterion, click on for the desired criterion.

Click on Apply to sort the elements according to the selected criteria.
Default sorting Click on this option to go back to the default sorting.

Click on Table from the display options to display scheduled items and timesheets in a table view. Each line of the table matches a scheduled item or timesheet.

Done scheduled items are hatched and indicated wit the icon in the Type column.

Scheduled items on public holidays are displayed in red.

Important

This display allows you to manage scheduled items or timesheets already created, but you cannot create a new item. To do so, you must be in List or Column display.

Reference

For more information about the setup of results in table view, refer to Setting up results in table view.

Click on Statistics from the display options to display various statistics about the timesheets specified. These statistics does not take into account the schedules.

This display is only for your information and does not allow you to manage scheduled items.