Synergist allows you to set certain colours for use within resource bookings, to help make visual separations within the calendar. This could either be a manually selected colour from within the booking itself, a colour that is related to a job or phase current stage, a colour related to a particular phase handler or a colour that is assigned to a particular resource.
The list below shows the order of precedence or logic the calendar will follow when colours in any of these are set:
- Calendar booking manually set colour
- Campaign
- Project
- Client
- Job or phase current stage
- Phase handler colour (or job handler if phase doesn’t have a handler allocated to it)
- Resource
Calendar booking: Manually set colour
This allows you to set a colour manually on a booking. Click into the booking and select from the colour drop-down.
Calendar booking: Job or Phase current stage
This allows you to set a colour relevant to a stage. Should this stage be in play on the job or phase at the time it is booked into the calendar, the colour assigned to it will be the one used on the booking.
To assign colours to stages you will need to go to Settings, File maintenance, Stage types. Click into the stage and select a colour from the drop-down.
Calendar booking: Phase handler (or Job handler if phase doesn’t have a handler allocated to it)
To assign colours to handlers you will need to edit the handler's user record. Go to Settings, File maintenance, Users. Click into the user record and select from the colour drop-down on the details tab.
When the booking is made within the calendar for a job where a handler is set at either Job or Phase level, the handler's colour will be used on the booking.
Calendar booking: Resource of calendar booking
To assign colours to resources you will need to edit the resource record. Go to Go to Settings, File maintenance, Resource. Click into the resource record and select a colour from the drop-down.
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