If you use the scheduling function within Synergist you will find access to resource bookings down the left hand navigation panel under 'Schedule'. You can change the appearance to suit your scheduling requirements - choose between Monthly, Weekly, Daily, and Single day to set the amount of detail displayed:
You can also choose how much data to include in the view - this control will adapt depending on the amount of detail you have selected to display:
The main resource booking interface is displayed in two parts - the top area lists resources down the left, normally grouped into teams, and the bookings themselves are displayed in the large drag and drop area to the right.
The bottom section (not shown here) lists work estimates or requisitions which are used to create new bookings via drag and drop.
The monthly and weekly views display entire days as columns - any booking dropped onto a day will appear to fill the entire day, although multiple bookings can be dropped onto the same day. The daily and single day views break each day displayed into time slots - each slot is represented by a separate column:
The size of the slot and the start / end of the day displayed is configured in your preferences (gear icon, top right above the drag and drop are
The preferences interface is also used to filter which teams / resources are displayed in the top section, and several other display options can be set here.
An alternative 'loading view' can be selected to give an overview of capacity. For more information on this, please see our section on Loading view.
If you are a calendar user, this will be a read only view which can be filtered using the preferences or dates and scales adjusted via the top options. You will get hover over text on bookings, but for more detail and links on your own bookings you will be best to view My calendar.
There are four levels of permissions available for calendar administrator rights which are set on the access tab of the user record:
None: This allows you to view bookings assigned to yourself, with all the associated links in 'My calendar'. You can also view bookings for yourself and other staff members in the 'Calendar bookings section'.
Own draft bookings only: You can add booking to the calendar as a 'draft' which can then be confirmed by a calendar administrator with full control. You can edit any draft booking that you created.
Any draft bookings: You can add booking to the calendar as a 'draft' which can then be confirmed by a calendar administrator with full control. You can edit any draft booking whether created by yourself or another calendar administrator.
Full control: You have the ability to add and edit any booking.
If you have the permission to add any booking you can switch the bottom list to display either estimates or work requests:
You can modify the selection of data displayed by using the list preferences button:
Once you've made your filter the estimates / work requests then appear at the bottom window.
Each column heading can be clicked on to filter up or down, and the search field can be used to filter further. From here estimates can be simply dragged and dropped to allocate out.