Crew Dashboard

• Overview
• Using the Crew Dashboard

Overview

As part of the StaffingPlus add-on, you will have access to the Crew Dashboard. This is a useful tool that shows you contacts that have been assigned to roles and features a Gantt view so you can easily see when a contact has been assigned to multiple jobs on the same day. Also featured in the Gantt view is the ability to add and edit daily shifts.

Using the Crew Dashboard

1. Navigate to the  Main Menu,
2. On the  Staffing menu, select Crew Dashboard.

When you open the Crew Dashboard, it automatically loads with a date range from today through the next 30 days. You can adjust this range by changing the Start Date fields.

Elements will appear on the dashboard if they meet all of the following criteria:

• The element is in a status selected in Staffing Settings (see the Crew Dashboard section).
• A contact list contains at least one line item with both an assigned contact and a labor role.
• The assigned line’s Start Date falls within the selected date range.

Parent Datelines:

• Show the start and end dates entered for the assigned line.
• Each dateline uses the background and text color of the element’s status.
• If the line has at least one shift, the dateline displays as a candy stripe.

Child Datelines:

• Represent the start and end times of each shift assigned to a given day.
• Eligible fields for shifts are highlighted in yellow.
• Click into a field to add a shift, or double-click to edit or remove an existing one.
• Hover over a dateline to see a tooltip with detailed shift information.