The Settings screen in Staff Planner allows you to adjust the information that you wish to see in Staff Planner.

To display the Settings screen, click the "..." button on the right hand side of the Staff Planner's toolbar and then click Settings.

Usage Metrics

Click the Display staff load radio button to display usage metrics that tell you about amount of load placed on staff.

Example: You wish to see which staff in your department have the most load or are overallocated.  In this case, you would turn on Display staff load radio button.

Click the Display staff availability radio button to display usage metrics about availability (or free time) of staff.

Example: You wish to see which staff have good availability so you can allocate them to upcoming projects or tasks.  In this case, you would turn the on Display staff availability radio button.

Click the Bookings checkbox to include bookings in the usage calculations and displayed usage metrics.

Example: You regard booking staff onto projects as an allocation and you want to measured as part of your staff usage metrics.  In this case, you would turn on the Bookings checkbox. 

Click the Activities checkbox to include activities in the usage calculations and displayed usage metrics. 

Example: You don't wish to count activities such as training as part of your staff's overall usage metrics.  In this case, you would turn off the Activities checkbox.  

Click the Tasks checkbox to include tasks in the usage calculations and displayed usage metrics.

Example: You want assigned tasks in projects to be counted in the overall staff usage metrics so you can see when your staff are overallocated.  In this case, you would turn on the Tasks checkbox.

Show Individual Contracts

Select the Show individual contracts checkbox if you wish to list all the contracts for each staff member during the selected date range.  When checked, you may see a staff member listed in the Staff Planner more than once (i.e. for each contract the occurred during the date range).  When unchecked, you will only see each staff member listed once - even if they have multiple contracts during the date range.

Filtering

Click the Strict Filtering checkbox to restrict the usage metrics to only those bookings, activities and tasks that match the current filters.

Example: You wish to see how many staff are required from each department for a particular project.  You would turn on department grouping and then filter by the project.  Then you turn on Strict filtering.  This restricts the usage metrics to just the project. 

Example: You wish to see if there are any conflicts for your project's team.  You would filter by the project and turn off Strict filtering.  This would show you the staff allocated to your project and show their overall usage metrics across all other projects.  This allows you to see if any staff have over allocations or conflicts that may compete with your project. 

Display Planning Alerts

Click the When events overlap bookings checkbox to display alert indicators on bookings when there are conflicting events.

Click the When events overlap activities checkbox to display alert indicators on bookings when there are conflicting events. 

Click the When events overlap non-work checkbox to display alert indicators on bookings when there are conflicting events. 

Click the When tasks do not have matching bookings checkbox to display alert indicators on tasks when they do not have a matching booking. 

Display Week Numbers

Click the Display Week Numbers checkbox to display week numbers in the Planner.  Week numbers are displayed when you have set the Timescale to Week mode.

Color Styling

Click the Color swatch radio button to display a small color swatch in events that represents the current selected color of the event.

Click the Full bar color radio button to fill the event's background with the current selected color of the event. 

Example: Your company is replacing your existing staff resourcing spreadsheets and you wish to retain the same color code styling in Staff Planner.  In this case, you would turn on the Full bar color radio button.

Hide Non-working Hours

Click the Hide Non-working Hours checkbox to hide the non-working hours in cells when in the Day timescale.  This conveniently lets you see your events across the full width of a day's cell.  Enter the starting and ending times for a typical work day.

Hide Weekends

Click the Hide Weekends checkbox to hide Saturday and Sunday when in the Day timescale.  This conveniently lets you just see the typical Monday to Friday working days.