Calendars tab

The Resource Validation workspace, Calendars tab allows Resource Managers to:

  • Review the impacts of a calendar request on the schedule

  • Approve or Reject Calendar request

Display Options

The following display options are available to optimize the display of the Calendars tab:

SortBy

Sort By

Allows the user to sort the resources by Manager 1, Organization, or Status. If no option is selected, resources will be sorted in alphabetical order.

ShowHide

Show Approved

Allows the user to display Resource Calendars whose Status is "Approved".

ShowHide

Show Inactive

Allows the user to display or hide Inactive Resources.

Search

Search

Allows the user to search the Resources by Name.

Calendars Overview

The Calendars Overview provides a list of Resource Calendars, sorted by Status.

CalendarsTabOverview.png

Each Resource Calendar provides the following information: Resource’s Name and Organization, number of requested days, and Calendar Status.

Clicking on the Resource’s Name opens the Calendar Details full screen view, with the corresponding resource selected.

Each Status section can provide the following commands (depending on the Status) to perform bulk actions on all the Calendars displayed for the section:

Submit

The Resource Manager submits calendars instead of the Team Member. The Submit button is available if the Calendar is not submitted and not approved. Upon clicking on it, the user has the opportunity to either “Submit” or to both “Submit & Approve” the Resource’s Calendar.

Rework

The Resource Manager does not accept the Calendar request(s) and returns the calendar to the Team Member for reworking. The Rework button is available if the Calendar is submitted.

Approve

The Resource Manager approves the submitted Calendar for a specific resource. The Approve button is available if the Calendar is submitted.

Upon clicking on the “See Details” button, the Calendar Details full screen view, Calendar tab is displayed.

The same commands are available for each Calendar Request (on the right-hand side) for the Resource Manager to perform actions individually.