Setting the Date Range

Modified on Fri, 9 Jun, 2023 at 4:17 PM

When using the Resource Planner, you can view a certain date range that you may be interested in.  


Use the Resource Planner toolbar to select your preferred date range.


Select a preset date range using the Dates dropdown list.


Example: Select This Year to see resource bookings, activities and tasks for this calendar year.


To set a custom date range, click the From date and choose a date, and then click the To date and choose a date.  Then click the Refresh button to load all the resource details for that date range. 


Timescale

When viewing planning data about resources, you can choose to view the data by day, week, month or year.  Each cell in the Resource Planner will represent a timescale unit. Click the Timescale dropdown to choose your preferred timescale unit.

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