As part of the Staffing Plus add-on, you will have access to the Staffing Dashboard. This is a useful tool that shows you roles that need to be staffed and features a gantt view so you can see potential conflicts between roles.
Using the Staffing Dashboard
- On the main menu, click Staffing then Staffing Dashboard
The Staffing Dashboard will load with a date range from today to 30 days into the future, but you can change the range by clicking into the date fields. Any element that meets the following criteria will show:
- If the element falls within the selected date range
- If the element is in a conflict creating status
- If the element has any line items that are eligible to be staffed (if the line item resource type has an availability mode that = "Labor or Staffing")
If the Assigned Contact field is empty, you can double click to launch the Staffing Assistant Plus.
Use the navigation buttons in the top right corner to zoom in and out of the gantt view, move the gantt view forward or backward, and refresh the whole view.