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Staff management

Assignments tab overview

Managers can use the Assignments tab to assign, order, and loosely schedule work for their staff. This tab can be useful when you want to do the following:
  • View which schedule items are already assigned to staff members.
  • View a summary of assigned hours for each staff member and then drill down to see the actual schedule items.
  • Balance assignments across your staff.
  • Indicate what order you want your staff to work on assigned schedule items.
  • View how many scheduled hours each staff person has over a particular time frame.
Depending on your workflow, your firm may need to use this tab for only some of these activities.

Schedule Items pane

This pane shows all schedule items for the date range you select. The
Schedule Items
 and
Urgent
 subtabs list all of the schedule items within your selected date range and other criteria. By default, the selected date is today’s date.
  • The
    Urgent
     tab appears only if you have it turned on in your user preferences.
  • Select the
    Pin
     button to show or hide the Schedule Items pane. You can also right-click the
    Schedule Items
     heading and select
    Auto Hide
    .
  • Double-click the
    Schedule Items
     heading to dock or undock the pane and move it to another part of the screen or to a 2nd monitor. You can also right-click the heading and select
    Floating
     to dock or undock the pane.

Staff

The staff section of the tab shows selected staff members and their current assignments, with a variety of display and filter options. You can select to see all current staff assignments regardless of date range, or limit the assignments to target date range or scheduled date range.
note
The
All
 and
Target Date Range
 options don’t include any scheduled dates; these views are meant for assigning and ordering work items.
You can also display staff assignments in either Tiles or Grid mode. Select
View
 and select
Grid
 or
Tiles
 from the dropdown list to select a view.
You can right-click the staff section in both Tiles and Grid mode and select Options from the context menu commands to arrange the screen to suit your needs.
Menu command
Purpose
Infotip
Specify how you want the Infotip to appear: Instant, Short Delay, Long Delay, or None. This command is available on all 3 scheduling tabs.
Increase Panel Width / Decrease Panel Width
Change the tile width
Maximum Large Tiles
Specify the number of maximized tiles (1-4) that can be displayed at the same time. Select the
Maximize
 button in the corner of a tile to maximize that tile.
Maximum Tile Rows
Specify the number of rows of tiles (1-4) that can be displayed at the same time.
Large Tile Position
Specify where a tile should appear (Left, Right, Top, Bottom) when you maximize it.
Tile Animation
Select
Enable
 or
Disable
. Controls whether tiles snap immediately to a new size or position or move gradually when you drag and drop or resize them.

This article applies to:

  • PRODUCT: Practice CS