{"_id":"59c44d6e414f98001001f3c3","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":12,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5789af34f55bf80e00d0c34f","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:51:16.168Z","from_sync":false,"order":1,"slug":"dashboard","title":"Weekly Planner"},"user":"5642b228e75d700d008de126","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2017-09-21T23:38:22.975Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"View your tasks for the selected period in two ways: **Schedule** or **Staff**. \n\nChoose **Schedule** for drag and drop visualisation of task allocations and durations on a calendar. Choose **Staff** to view more detailed task information by staff member.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/71bcfd0-Dashboard.png\",\n        \"Dashboard.png\",\n        2150,\n        912,\n        \"#34505e\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Schedule\"\n}\n[/block]\nThis is the best way to visualise your organisations capacity and utilisation. See task allocations  over the selected period for each staff member, to quickly see where the gaps and crunches are.\n\nThe drag and drop interface lets you move task allocations across time and staff. Use the arrows at the top of the date row to move back or forward through time.\n\nHover your mouse on a task to see high level task information, including time remaining and time logged, and access the Update Task modal.\n\nHover the Capacity colour bar for the day to see the utilisation data behind the colour.\n[block:api-header]\n{\n  \"title\": \"Staff\"\n}\n[/block]\nStaff shows tasks each staff member is allocated to in a table view sorted by start date. The collapsible staff sections give easy access to key task information such as:\n- Start and End dates\n- Estimated time (Est.) - the duration set on this task\n- Completed time (Comp.) - time logged against this task\n- Remaining time (Rem.) – time remaining to complete the task\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6c92089-Staff.png\",\n        \"Staff.png\",\n        2178,\n        524,\n        \"#eceef1\"\n      ]\n    }\n  ]\n}\n[/block]\nTo **edit** a Task, click on the Client, Job, Task or Stats field to open the Update Task modal.\n\nTo enter **Assign Mode** for a task, click on the Start or End date, or  the  links in a task to open a time value.\n\nSelect the **Done** checkbox to mark a task(s) as Completed.\n\nThe worm next to each Staff member shows a heat map of their capacity and utilisation over the period. (See Capacity Calculations for information on what the colours show.)\n[block:api-header]\n{\n  \"title\": \"Capacity Indicators\"\n}\n[/block]\nPlanRight shows at a glance the answers to two key questions when managing capacity: how much time have you logged for work done, and how much spare capacity do you have going forward?\n\nGreen and Orange communicate about work done, Blue and Red about upcoming work.\n\nCapacity calculations are based on the Working Hrs and Productive % set for individual staff (see [here](http://help.planrightapp.com/docs/users#set-staff-capacity) for more) and are displayed on both Schedule and Staff views of the Dashboard.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6062928-Capacity_calculations.png\",\n        \"Capacity calculations.png\",\n        2146,\n        328,\n        \"#e3d7e1\"\n      ]\n    }\n  ]\n}\n[/block]\n**Looking backwards: Time logged against Capacity**\nIt's important to know how much of the time you actually spent doing work has actually been logged. PlanRight communicates this by displaying Orange or Green for any day from today backwards.\n\n- **Orange**: less time than was available has been logged. The darker the shade of orange, the less time has been logged.\n- **Green**: at least as much time was logged than was available.\n\n**Looking forwards: Capacity available** \nIt's also important to know each staff members capacity remaining in the future to manage workload. When looking forward, PlanRight indicates that a staff member either has spare capacity (Blue) or is over capacity (Red). Shades of each colour indicate how far off full capacity they are.\n\n- **Blue**: there is spare capacity. The darker the shade of blue, the closer to full capacity the staff member is.\n- **Red**: they are over capacity. The darker the shade of red, the further past full capacity they are.","excerpt":"","slug":"dashboard","type":"basic","title":"The Dashboard"}
View your tasks for the selected period in two ways: **Schedule** or **Staff**. Choose **Schedule** for drag and drop visualisation of task allocations and durations on a calendar. Choose **Staff** to view more detailed task information by staff member. [block:image] { "images": [ { "image": [ "https://files.readme.io/71bcfd0-Dashboard.png", "Dashboard.png", 2150, 912, "#34505e" ] } ] } [/block] [block:api-header] { "title": "Schedule" } [/block] This is the best way to visualise your organisations capacity and utilisation. See task allocations over the selected period for each staff member, to quickly see where the gaps and crunches are. The drag and drop interface lets you move task allocations across time and staff. Use the arrows at the top of the date row to move back or forward through time. Hover your mouse on a task to see high level task information, including time remaining and time logged, and access the Update Task modal. Hover the Capacity colour bar for the day to see the utilisation data behind the colour. [block:api-header] { "title": "Staff" } [/block] Staff shows tasks each staff member is allocated to in a table view sorted by start date. The collapsible staff sections give easy access to key task information such as: - Start and End dates - Estimated time (Est.) - the duration set on this task - Completed time (Comp.) - time logged against this task - Remaining time (Rem.) – time remaining to complete the task [block:image] { "images": [ { "image": [ "https://files.readme.io/6c92089-Staff.png", "Staff.png", 2178, 524, "#eceef1" ] } ] } [/block] To **edit** a Task, click on the Client, Job, Task or Stats field to open the Update Task modal. To enter **Assign Mode** for a task, click on the Start or End date, or the links in a task to open a time value. Select the **Done** checkbox to mark a task(s) as Completed. The worm next to each Staff member shows a heat map of their capacity and utilisation over the period. (See Capacity Calculations for information on what the colours show.) [block:api-header] { "title": "Capacity Indicators" } [/block] PlanRight shows at a glance the answers to two key questions when managing capacity: how much time have you logged for work done, and how much spare capacity do you have going forward? Green and Orange communicate about work done, Blue and Red about upcoming work. Capacity calculations are based on the Working Hrs and Productive % set for individual staff (see [here](http://help.planrightapp.com/docs/users#set-staff-capacity) for more) and are displayed on both Schedule and Staff views of the Dashboard. [block:image] { "images": [ { "image": [ "https://files.readme.io/6062928-Capacity_calculations.png", "Capacity calculations.png", 2146, 328, "#e3d7e1" ] } ] } [/block] **Looking backwards: Time logged against Capacity** It's important to know how much of the time you actually spent doing work has actually been logged. PlanRight communicates this by displaying Orange or Green for any day from today backwards. - **Orange**: less time than was available has been logged. The darker the shade of orange, the less time has been logged. - **Green**: at least as much time was logged than was available. **Looking forwards: Capacity available** It's also important to know each staff members capacity remaining in the future to manage workload. When looking forward, PlanRight indicates that a staff member either has spare capacity (Blue) or is over capacity (Red). Shades of each colour indicate how far off full capacity they are. - **Blue**: there is spare capacity. The darker the shade of blue, the closer to full capacity the staff member is. - **Red**: they are over capacity. The darker the shade of red, the further past full capacity they are.