Resources

The resource view allows you to view the workload of reps.

This makes planning activities (especially internal meetings) much easier. Reps’ absences (holidays and sick leave) are also displayed here.

To open the resource view:

  1. Select (Collaboration) > Resources.

The current date and time is indicated by a vertical line. Holidays are color-coded.

If a rep’s working hours have been defined, this time is color-coded.

You can customize the resource view. For further details, see Customizing the Resource View.

You can edit the displayed activities and absences and add new ones.

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.
Note: The time period, reps and grouping options are stored and applied again the next time you open the resource view (including if you log off in the meantime).