{"_id":"5a8cb80c7eb1ed003894b8e7","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"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","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"5a84d1bf6b17d200124fa3ea","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-02-21T00:06:36.349Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":6,"body":"You can use groups to get a better view of your capacity, and also to help you plan jobs. \n\n\n[block:api-header]\n{\n  \"title\": \"Using groups to see your capacity\"\n}\n[/block]\nIn the schedule screen, you can filter by groups. This shows your capacity across different groups. In this example, we can use groups to see capacity across different regions:\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/63ebcb6-Filter_schedule_by_groups.png\",\n        \"Filter schedule by groups.png\",\n        807,\n        509,\n        \"#dfe1e4\"\n      ]\n    }\n  ]\n}\n[/block]\nBy ticking the “Auckland” box we can see staff based in Auckland only:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/e3fb041-Filter_by_groups_-_Auckland_only.png\",\n        \"Filter by groups - Auckland only.png\",\n        833,\n        758,\n        \"#e2cadc\"\n      ]\n    }\n  ]\n}\n[/block]\nYou can add more groups, and filter across multiple groups too. For example, you could add “experience level” as a group, then filter to show every senior staff member based in Auckland. \n[block:api-header]\n{\n  \"title\": \"Using groups to plan jobs\"\n}\n[/block]\nYou can also use groups to plan jobs. This is useful for making sure you include the right people in a job. \n\nFor example, assume you have a job where the last 80 hours need Christchurch-based staff. In the job planning screen, you can choose Christchurch as your location, so that you only see staff based in Christchurch: \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/a39a175-Filtering_by_groups_to_plan_jobs_1.png\",\n        \"Filtering by groups to plan jobs 1.png\",\n        1026,\n        769,\n        \"#dadbdf\"\n      ],\n      \"caption\": \"Choose the region, so you only see staff in Christchurch.\"\n    }\n  ]\n}\n[/block]\nFiltering down to Christchurch shows that we only have two staff members available, Aurif Shmee and Austin Mer:  \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/be550b0-Filtering_to_plan_jobs_2.png\",\n        \"Filtering to plan jobs 2.png\",\n        910,\n        621,\n        \"#e3e5e7\"\n      ]\n    }\n  ]\n}\n[/block]\nHowever, the job isn’t due until 28 March, and it’s currently 12 February - so we can allocate the 80 remaining hours across both staff members, and still keep them at or below their capacity:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/bd512cd-Groups_to_plan_a_job_3.png\",\n        \"Groups to plan a job 3.png\",\n        1324,\n        624,\n        \"#cdd3dd\"\n      ]\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"using-groups","type":"basic","title":"Using groups"}
You can use groups to get a better view of your capacity, and also to help you plan jobs. [block:api-header] { "title": "Using groups to see your capacity" } [/block] In the schedule screen, you can filter by groups. This shows your capacity across different groups. In this example, we can use groups to see capacity across different regions: [block:image] { "images": [ { "image": [ "https://files.readme.io/63ebcb6-Filter_schedule_by_groups.png", "Filter schedule by groups.png", 807, 509, "#dfe1e4" ] } ] } [/block] By ticking the “Auckland” box we can see staff based in Auckland only: [block:image] { "images": [ { "image": [ "https://files.readme.io/e3fb041-Filter_by_groups_-_Auckland_only.png", "Filter by groups - Auckland only.png", 833, 758, "#e2cadc" ] } ] } [/block] You can add more groups, and filter across multiple groups too. For example, you could add “experience level” as a group, then filter to show every senior staff member based in Auckland. [block:api-header] { "title": "Using groups to plan jobs" } [/block] You can also use groups to plan jobs. This is useful for making sure you include the right people in a job. For example, assume you have a job where the last 80 hours need Christchurch-based staff. In the job planning screen, you can choose Christchurch as your location, so that you only see staff based in Christchurch: [block:image] { "images": [ { "image": [ "https://files.readme.io/a39a175-Filtering_by_groups_to_plan_jobs_1.png", "Filtering by groups to plan jobs 1.png", 1026, 769, "#dadbdf" ], "caption": "Choose the region, so you only see staff in Christchurch." } ] } [/block] Filtering down to Christchurch shows that we only have two staff members available, Aurif Shmee and Austin Mer: [block:image] { "images": [ { "image": [ "https://files.readme.io/be550b0-Filtering_to_plan_jobs_2.png", "Filtering to plan jobs 2.png", 910, 621, "#e3e5e7" ] } ] } [/block] However, the job isn’t due until 28 March, and it’s currently 12 February - so we can allocate the 80 remaining hours across both staff members, and still keep them at or below their capacity: [block:image] { "images": [ { "image": [ "https://files.readme.io/bd512cd-Groups_to_plan_a_job_3.png", "Groups to plan a job 3.png", 1324, 624, "#cdd3dd" ] } ] } [/block]