Menu and Toolbar


Menu

 

The main window for ResSched has the familiar Windows-type menu and toolbar. All ResSched functions operate from this menu. The toolbar below the main menu contains shortcut buttons for some of the more frequently used functions.

 

Please note:  If your system administrator has changed any of the labels for bookings, resources, clients, and categories,  the new labels will be used in the menus and toolbar buttons.  

 

 

menubar

 

File Menu

 

System Settings

Allows System Administrators to set default values, display settings, conflict checking options and other features

Users

Accessible only to System Administrators.

Add/Edit Users

Add users to ResSched, change the access rights of users, and reset user access after too many login failures

User Groups

Create or change user groups.

Print Setup

Standard printer setup window.

User Preferences

Lets users change default values and display settings according to their needs.  Not available to view only users

Change Password

Lets users change their passwords.

Word Setup

Users may use Microsoft Word to generate ResSched reports. Use this feature to implement or change the settings.   Corporate Edition only.

Import Data

Allows system administrators to import data from outside ResSched.  The data must be a csv file in prescibed format.  Corporate Edition only

Client

Select name of source file with client data

Resource

Select name of source file with resource data.

Exit

Exit ResSched.

 

 

Booking Menu
       

Add Booking

Add a new booking entry. Not available to view only users

Browse Bookings

Browse through all bookings in a specified period, using tabs to sort and filter the bookings.

Browse Alpha-

betically

Browse through all bookings in a specified period, listed in alphabetical order of bookings

Purge Old Bookings

Delete all bookings that occurred before a specified date in the past.  Available only to System Administrators.

 

Resource Menu

 

Add Resource

Add a new resource to ResSched. Available only to System and Resource administrators.

Browse Resources

Browse the resources listed in ResSched.

Resource Groups

Add, change or delete resource groups.

Rebuild ALL group

Rebuild the resource group that has all the resources in it (ALL).  Available only to System and Resource administrators.

Utilization

Display utilization by resource group or just one resource. Available only to System and Resource administrators. Corporate Edition only.

       

Client Menu

 

Add Client

Add the name and related information of a new client to ResSched.  Available only to System and Resource administrators, and to General Users if the 'Allow general users to add clients' check box has been checked in the Update System Settings window.

Browse Clients

Browse the clients.

Delete Multiple

Clients

System and Resource administrators may delete several clients at once.

Utilization by

Client

Displays the resource usage by a client for given periods.  Available only to System and Resource administrators. Corporate Edition only.

Invoice Clients

Used to generate a paper bill for billing purposes. Available only to System and Resource administrators. Corporate Edition only.

       

 

Categories

 

Add Category

Create a new category.

Browse Categories

Browse the categories.

 

 

Schedules Menu

 

Many of the schedules provide you with the option of a timeline layout (resources displayed down the left of the window; days and time displayed across the top).   The alternative is a vertical layout (time running down the left of the window), or a standard calendar layout.  When you choose between the timeline layout and the vertical or calendar layout, your last selection is used as the layout for the corresponding toolbar button and is marked with a check mark.
       

Single Resource


Week

View the bookings of a single resource for a week with time displayed down the screen while the day of the booking is displayed across.  Corresponds to the Week Resource button.        

Month

View the bookings of a single resource for a month in a standard monthly calendar format.  Corresponds to the Month Resource button.

Pooled Resource

Display how much of a pooled resource has been booked in all the time slots for a week.

Resource group


Day

View the bookings of all resources in a resource group for a day.  Choose between timeline layout  and vertical layout. Corresponds to Day Resource Group button.

Week

View the bookings of all resources in a resource group for a week.  Choose between timeline layout and vertical layout   Corresponds to the Week Resource Group button

Month

View the bookings of all resources in a resource group for a month. Choose between timeline and standard calendar layouts. Corresponds to the Month Resource Group button.

Quarter

View the bookings of all resources in a resource group for a calendar quarter. Available only in timeline layout.

Year

View the bookings of all resources in a resource group for a calendar year. Available only in timeline layout.

Flexible Period

View the bookings of all resources in a resource group for user specified period. Available only in timeline layout. This view cannot be printed.

Client


Day

View the bookings of a single client for a day in timeline layout.

Week

View the bookings of a single client for a week. Choose between timeline and vertical layouts. Corresponds to Week Client button.

Month

View the bookings of a single client for a month.  Choose between  timeline and calendar layout.  Corresponds to Month Client button

Category

Category schedules are all timeline.  Corresponds to Category button.

 

 

Text Calendars

To print calendars with booking information. Calls the Print Text Calendars window to select period, resources to include, and format of calendar to print.

 

Help Menu
       

Contents

Display a list of main Help topics from which you can m ake a selection.

Search for Help on...

Do keyword search for Help on specific topic.

How to Use Help

How to use this Help facility.

ResSched Terms

If a System Administrator has changed the labels for the standard terms used by ResSched, this displays the new labels with their ResSched equivalents.

Licensing ResSched

Provides information on obtaining a license for ResSched.

About ResSched

Display version number and name of license holder for this installation of ResSched.        

 

Toolbar

 

The toolbar buttons are one-touch buttons that let you carry out tasks that would require multiple menu selections or other input. The toolbar buttons cover some of the most commonly used ResSched functions. From left to right, the toolbar buttons are:

 

newbutton

Add a new booking to ResSched.

browsebutton

Browse bookings (text schedules).

groupdaybutton

Display the bookings of a resource group for a day in a graphical schedule using the last layout you selected using Schedules>Resource Group>Day in the menu

groupweekbutton

 

Display the bookings of a resource group for a week in a graphical schedule using the last layout you selected using Schedules>Resource Group>Week in the menu

groupmonthbutton

Display the bookings of a resource group for a month in a graphical schedule using the last layout you selected using Schedules>Resource Group>Month in the menu

resourceweekbutton

Display the bookings of one resource for a week in a graphical schedule using a vertical layout.  Corresponds to Schedules>Single Resource>Week

resourcemonthbutton

Display the bookings of one resource for a month using a standard calendar layout. Corresponds to Schedules>Client>Month in the menu

clientweekbutton

Display the bookings of a client for a week in a graphical schedule using the last layout you selected using Schedules>Client>Week in the menu

clientmonthbutton

Display the bookings of a client for a month in a graphical schedule using the last layout you selected using Schedules>Client>Month in the menu

categorybutton

Display the bookings of a category in a timeline schedule. Corresponds to Schedules>Category in the menu