Navigating the Schedule

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 infinite scrolling, so there’s no need to pause and click any “load more” buttons.

Use the date navigation to jump to specific months or years. And, you can always return to the current date by clicking Today.

You also have three zoom in and out options, depending on how much detail you want to see.

Your availability bars can be hidden if required. To hide or display them, just click the button between the zoom and the Schedule Heatmap setting. Your preferences will be remembered.

Another way to get around is to right-click and drag your way around the schedule.

To activate the heatmap, click on the Heatmap Toggle in the toolbar at the top of the Schedule, next to your availability bar settings. Once enabled, the heatmap overlays onto the Schedule, giving you instant visibility into team utilization.

You can choose from three different heatmap views:

• Total Utilization – Shows overall workload based on all scheduled bookings.

• Billable Utilization – Highlights time allocated to billable work.

• Hours Available – Displays remaining availability for each team member.

The colors on the heatmap indicate:

• Green – There is availability, indicating a lighter workload.

• Orange – Higher workload levels, signalling heavy workload.

• Neutral areas – Completely free time, showing no bookings scheduled.

Find more information on the Schedule Heatmap here. 

Click the Color by option to view bookings by the color of either the project, client, booker, activity type or billable status.

The calendar icon lets you choose which external events are displayed to you on the schedule. External events are those which have come from Outlook or Google Calendar via the 2-way calendar sync feature.

• If you choose All you will see the external calendar events for anyone in your account who has synced Resource Guru with Outlook or Google Calendar. By default, you won’t be able to see the full details of other people’s events, these will remain private unless they choose to make them visible to everyone in their calendar integration settings.

• If you choose Mine Only, everyone else’s external calendar events will be hidden, and you will only see events from your own Outlook or Google Calendar.

• If you choose None, all external calendar events will be hidden.

Your preferences will be remembered even if you log out, and they will not affect what other people see in the account; this setting is specific only to you.

When you’re in the Schedule, simply type G for Go, then type any letter or number on your keyboard to jump straight to people or resources that begin with that letter or number. For example, type G then T to jump straight to Tom.

Filtering the Schedule
Zooming On and Out
Using Colors