Filters, navigation and the Dashboard
How to use filters, understand your Dashboard, and navigate Resource Guru
Navigating the timeline
Scroll left or right to view dates in the past or future, or scroll up and down to move through your list of people and resources. The Schedule offers...
Dashboard overview
Everyone who gets invited to join Resource Guru will have access to their own personalised Dashboard . This is where people can see bookings which ha...
Filtering the Schedule
Have you ever wanted to filter resources by things like department, location, projects or skills? If so, you're in luck! Resource Guru offers a univer...
Group by project, client or custom field
Have you ever wanted a clearer view of who’s booked for a specific project or client, and when those bookings are taking place? Well, look no further ...
Search by name
Use the universal Filter feature to quickly filter your team and resource list to only show certain named resources; you can enter as many names as yo...
Using keyboard shortcuts in the Schedule
Powerful filters are available in the schedule , allowing you to easily hone in on particular people or groups of resources. But if you know which res...
Using Custom Fields: categorize bookings by priority, status and more
Please note: You need to have Administrator permissions to manage custom fields. Please contact an Administrator in your account if you need increased...
Hide or display external calendar events on the schedule
Not all teams need to see all the external events that their colleagues have booked via other calendars. So, the calendar icon lets you choose which e...
Zooming in and out
The number of weeks you can view will depend on your screen resolution. The higher your resolution, the more timeline Resource Guru will automatically...