Customizing the Resource View

You can customize the resource view as follows:

• You can display or hide the sidebar by clicking on the arrow:

  

• To configure the time period that is displayed:
  • Click on the desired day or start of the time period in the small calendar in the sidebar.
  • Select the time period that is displayed using the slider in the header:
    
    
    
    Note: When displaying quarters or longer time periods, only appointments lasting a whole day or longer are displayed.
  • Use the arrows in the header to switch between time periods.
• Select general or rep filters from the drop-down lists in the sidebars to determine which reps/appointments are displayed. You can define your own filters.
• You can select additional criteria used to group reps from the Group reps by drop-down list: Department (Org. Group ID field in the rep record), Country, Skill or No grouping.
• Click in the Reps column in the header to sort the reps displayed in the resource view within their group.
• Click on (Edit Settings):
  • Select the Color Coding criteria used to color activities.
  • Enable the Show working hours only option to restrict the display to the time period defined as working hours by your administrator.
  • Enable the Show group column option to display reps’ groups in a separate column.