The schedule helps you visualize when your team is available to work and when they're staffed to capacity.
USM Content
You can sort or filter the schedule to see when people are available and find specific roles or skills your projects need.
Sort by availability to start with the person who's most available to work. Next, choose filters for time frame, project types, roles, and more to see who on your team can complete work with specific criteria. For example, use the Time Frame, Project Type, and Display filters to see who can work on a priority billable project.
- Select the Sort By value (First Name by default), and select Availability.
Select the Time Frame value, and then select a predefined time frame or a custom date range.
The blue highlight on the schedule shows the time frame.
Select the Project Type value, and then select the Confirmed check box.
Using this filter temporarily recalculates your team's utilization and displays internal and tentative project assignments as gray.
Select the Display value, and then select the skills required for the work you need to assign.
You have a list of people matching your criteria in order from most available to least available.