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
- Navigate to the Main Menu,
- On the Staffing menu, select Crew Dashboard.
The Crew Dashboard will load with a date range from today to 30 days into the future. You can change the date range by adjusting the Start Date fields. Any element that meets the following criteria will show:
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- If the element is in a status that is selected in Staffing Settings (see the Crew Dashboard section)
- If a contact list has any line items that have an assigned contact and a labor role selected
- If the assigned line's Start Date falls within the selected date range
Parent Datelines: Reflects the start and end date that is entered for the assigned line. Each dateline will populate using the background color and text color of the status that the element is in. When at least one shift is present, the dateline will display a candy strip.
Child Datelines: Reflects the shift(s)'s start and end date that has been entered for each day. The fields that are eligible for shifts will be highlighted in yellow. Click into a field to add a shift, or double click to edit or remove an existing shift. Hovering over each dateline will provide a tooltip with shift details.
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.