Timelines Reports

Reviewing the Timelines by Projects, Instruments and Employees

Under the menu “Task views” a sub-menu “Timelines” allows the use of three different reports to view the tasks grouped by employees, instruments or projects. When the groups of tasks are displayed, it is possible to select them and reschedule by changing the start date or by replacing the resource with a different one

Projects Timelines Report

The screen allows the user to select a date range and displays the tasks grouped by project.

The screen displays the tasks as a single bar starting on the start date of the earliest task in the group and ending on the end date of the latest task in the group

By clicking on any bar, a pop-up screen appears, allowing the user to change the start date of the group of tasks.

When the user clicks on the “Apply changes” button, a preliminary process starts which checks if the move of the tasks is creating an overallocation, according to the rules defined in the system configuration. If this is the case, the process stops and an error message is sent to the user to change the new start date.

If the preliminary check is successful, all the tasks of the group are moved with the earliest task starting at the new start date and the other tasks shifted accordingly.

Instruments Timelines Report

The screen allows the user to select a date range and displays the tasks grouped by instrument group.

The screen displays the tasks as a single bar starting on the start date of the earliest task in the group and ending on the end date of the latest task in the group.

By clicking on any bar, a pop-up screen appears, allowing the user to change the start date of the group of tasks or reassign the tasks to a different instrument.

When the user clicks on the “Apply changes” button, a preliminary process starts which checks if the move of the tasks is creating an overallocation, according to the rules defined in the system configuration. If this is the case, the process stops and an error message is sent to the user to change the new start date.

If the preliminary check is successful, all the tasks of the group are moved with the earliest task starting at the new start date and the other tasks shifted accordingly.

Employees Timelines Report

The screen allows the user to select a date range and displays the tasks grouped by employee group.

The screen displays the tasks as a single bar starting on the start date of the earliest task in the group and ending on the end date of the latest task in the group.

By clicking on any bar, a pop-up screen appears, allowing the user to change the start date of the group of tasks or reassign the tasks to a different employee.

When the user clicks on the “Apply changes” button, a preliminary process starts which checks if the move of the tasks is creating an overallocation, according to the rules defined in the system configuration. If this is the case, the process stops and an error message is sent to the user to change the new start date.

​

If the preliminary check is successful, all the tasks of the group are moved with the earliest task starting at the new start date and the other tasks shifted accordingly.

• Related Articles

• Reports Settings

  How to work our your Reports Settings This page allows to work on the settings of the reports, for them to obtain meaningful pieces of information when reports are generated Instruments Reporting Groups In this area, Instrument Reporting Groups can ...

• The Reports Page: access to preconfigured reports

  Access to the Pre-Configured Reports This page allows to interact with reports related to instrument and people, to get useful information about allocation and availability of resources and related productivity and capacity. There are reports set by ...

• Report Use of Scheduling Features

  How to work with the Report page of "Use of Scheduling Features" Access to the Use of scheduling features report is from the Icon below on main report page. In this section, it is possible to select a specific timeframe (ranging from 15 minutes to 4 ...

• Report Instruments Occupancy

  How to work with the Reports of Instruments Daily & Weekly Occupancy This report allows the user to displays the daily or weekly occupancy of the instruments. Input to be given to the system The user will have to indicate the starting date and the ...

• Report Optima Use

  Use of Optima The two sections below give a view of how the system Optima is used by all users allocated to a specific location. Optima Use This section allows to view the user's activities on Optima at the different hours of the day, based on a ...