Several view types are available to facilitate the daily planning of your company’s work - passing from a daily view to a weekly or monthly view with a single click. Display the schedules by employee or by activity type or even by client.
View adapted to smartphones and tablets: the Index view
Index view is an operational view particularly adapted to mobile devices as smartphones and tablets: planning data are displayed in a clear way.
Customisation of data displayed
You can customise information you want to display from the menu Data -> Description -> Index 1 and Index 2. Data information displayed on the two following lines can be customised: the line on the coloured rectangle and the one below. Essential information for your business activity will be highlighted.
Display the planning view for only one resource
This view is particularly interesting if you want each of your employees to have access to his own planning data. To do so, you just need to create a login and a password for each user with specific access rights. See the chapter on: User access management.
Scroll on mobile touch screens: Right or left swipe to navigate through time. For example, if you view a month using the filter below, the schedule will switch from month to month.
On a computer: : Use the arrows right atop for time navigation on the planning board
Views by planning type: resource, client, project or list
The various drop-down menus in this picture are explained below:
The default view displayed is by resource. Employees and the other material resources are displayed on the left-hand side of the schedule. But it is also possible to display the planning schedule by task, client or project using the drop-down list above.
More details on the list view
In addition to the existing views mentioned above, Target Skills has developed a “List” view. This view enables having a list of the various tasks to be carried out. The fields displayed are fixed and cannot be configured.
Using this list, you may open an event by clicking on a line and modify it.
Views by time periods: daily, weekly, monthly, etc.
Changing the time-scale from the drop-down menu
You may choose the number of days to display on the screen from daily planning through to the annual schedule.
Choosing the date from the calender
Select the date which you wish to have displayed directly from the calender.
Changing the time-scale from the toolbar
3 views are available from the control ribbon: Daily, weekly, monthly.
For example, if you click on a day in the week, your schedule will appear in the daily mode.
If you click on a week number, your schedule will appear in the weekly mode.
Changing days, weeks & months using directional arrows
By clicking on the arrows to the right and left of the ribbon, you may navigate in time. If you are in a monthly view of the schedule, such movements will move you from month to month, etc.