Task matrix in Version 9

The task matrix is a view under scheduling where you can look at a user and their bookings on a given day.

Filter

You have the possibility to change the filter of what you wish to show in the task matrix

You can set the period to days, weeks or months. You can then set the period to e.g. 14 weeks or up to 12 months. The view will then show you all the bookins a given day, week or month.

In the scope you have the possibility to sort by skills, client, team, department or employee.

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It will then filter the matrix after your choices.

You have the possibility to say if it should be both sentences that should count or just one of them

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Change the list view

When you right click on the list you have different possibilities to change the view.

You can modify the grouping where you can sort by these options

And if you wish to be shown less options then you can hide columns

All the columns that you are listing here will be hidden.

The list

Now in the list you have the option to open the client card, job card or the task card. You do this by clicking the icon shown in the below pictures

Task: skaermbillede-2016-10-18-kl-13-49-20

Job: skaermbillede-2016-10-18-kl-13-49-26

Client: skaermbillede-2016-10-18-kl-13-49-32

You can also see if the booking is under preperations, for approval or approved. This you see in this column:

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The skaermbillede-2016-10-18-kl-13-47-43 icon shows that it is approved, these skaermbillede-2016-10-18-kl-13-48-07  icons shows that the booking is under preperations.

You can also see the deadline of the different tasks in this column

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The bookings

In the last part of the matrix you can see all the bookings on the for the individuelle grouping. In this case I have grouped by “Resource”. This means that You will have a total that are darker then the individuelle booking

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The black line is when the task period with the start date and end date.

In this view you also have the option to make manually bookings on a specifik task. This you do just by double click a given cell and then editing the number in that cell.

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The last view is how may hours there are planned on the given task and how many hours that are planned in the period that you have set

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