Settings

Settings

[Transcript]

0:01 - 0:28

You can get to your workload settings by clicking on the settings button in the top left corner of your screen, when viewing workload. As you can see all of these settings are personal that means that these settings will only affect your own workload space. So you do not need to worry about messing up someone else's preferences. Work plan hours display sets of your capacity heat map will show the total hours assigned to a user or their percent capacity.

0:28 - 1:00

You will also see that if you select total hours, you can also change it to say available hours. Work plan locking sets where the lock will default to when creating work plans, either on the total hours or hours per day. Don't worry too much about what you are picking here as it is very easy to toggle the lock between the two when creating or editing your work plans. Enabling the check mark at 100 capacity will show you a check mark in the capacity heat map when at full capacity rather than 100 percent.

1:00 - 1:33

Enabling default full weekly planning will default the work plan to be scheduled in weeks, like the work plan hour locking setting, it is very easy to toggle this on or off when creating orediting your work plans. Showing the timesheet time allowed a small number in the capacity heat map in the top right corner to the days that have time sheet entries submitted to them. Disabling the capacity heat map will remove it from your workload space. If you hover over each color to the right of the capacity map settings, you can see what each color represents. You can also edit the colors of the heat map.

1:33 - 1:51

If you click edit, you can reverse the colors. If you feel that green should be available and red should mean capacity or you could also pick from single color shades. Finally, admins have the ability to edit member capacities and holidays from here as well.

[End]

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