There are two different ways to create plan entries. To create a plan entry for a single day right click in in the column of the desired day next to the desired employee.
To create a plan entry for a longer time frame click on the desired start date and drag the bar to the desired end date.
Left-click in the line of the particular employee and column of the desired date and hold the mouse button. Drag the bar to the desired end date and release the mouse button. The popup window Add Booking will appear.
Use the drop-down menu to select the desired task of the new plan entry. You can determine the start date by clicking on the calendar. You can adjust the end date via the calendar. You can also activate a planning rule, by default the target hours are filled up. When you completed adjusting your new plan entry, click on Save.
Serial Entries
If you want to repeat a plan entry regularly, open the drop-down menu Scheduling mode and select Repeat planned hours. You can now specify the number of hours, the repetition rate between daily and monthly and the variant when this serial entry is completed.
After serial entries have been defined, they appear in the project planning with the desired repetition number and in the calendar view.
User Management
You can select the displayed employees by clicking on the drop-down menu. Individual employees can be selected by ticking the checkbox. Click on the particular field to select all employees or to undo the selection for all employees. Departments can be opened and closed by clicking on the arrow.
