The creation of a scheduled task bar entry is a simple process of clicking inside a row linked to a Resource and dragging your mouse while holding down the left mouse button, from the start time to the designated end time. The entry can cover whatever time frame is required. As the mouse is dragged over the time period, the system will draw a task bar to illustrate the allocated time. The color of the task bar will be determined by the status of the underlying Subjob.
Once the task bar has been drawn, the user can click on the bar, hold down their mouse button and drag the bar to a different time slot. They can also click on either the start or end of the bar to extend / shorten the allocation time. The task bar can also be deleted if it is not required by clicking on the bar and pressing the delete key, or by right-clicking on the bar and selecting the Delete Taskbar option.
Multiple scheduling bars can be added to a single row. For example, if a resource is working on the same Job on and off over a period of time, different entries can be made on the same row for each time that resource is required to work on the Job.
The ability to move, resize and delete task bars is restricted if the task bar has been used to post time through to timesheets in Eralis Job. Once a task bar has been used in a timesheet process it can no longer be deleted or moved. The bar can be resized and increased with no restriction, but the bar cannot be resized or decreased beyond the date to which it has been included in timesheet processing.
While the task bar is being drawn, the system calculates the task duration and the task working hours. The task duration is the difference between the start date and time, and the end date and time. The calculation will include all non-working time.
The task working hours is a calculation of the actual work time that is required. This calculation uses the start and end date and time to calculate the amount of working hours required based on either the work schedule as defined for either the resource, or the company. The task working hours is the value that is used when posting entries back to Eralis Job timesheets.
When the time scale of the scheduling area is set to a value of weeks or months, the system will determine the start and end time as the defined start and end time from the work schedule for either the resource or the company.
With the time scale set to 15 mins, hourly or daily, the user can choose the start and end time.
If a task bar is drawn or is moved into a position where it overlaps with another task bar for the same resource, the system will provide a warning to say that the resource is already allocated to another task. The system will not stop the user from making such an entry, but will simply provide a warning about it.
Task Bar Tooltip
Once a task bar has been drawn, the system will show the following information as a tool tip when the mouse hovers over a task bar:
|This field will default to the name of the resource that is being scheduled. However, this can be altered to a user-entered description through the extended task bar information.
|The specified start date and time for the entry.
|The specified end date and time for the entry.
|The total time between the start and end dates and times. This will include all non-working time.
|The total work time between the start and end dates and times. This value uses the company / resource schedules to calculate
the actual working time that is required. This value is used to calculate the timesheet quantities.
|Work Hours Processed
|The total working hours that have been processed through to timesheets.
|Last Trans End Date
|The date up until which the entry has been included in timesheets. The task bar will not be permitted to be resized to earlier than this
|The SAP Business One activity number linked to the task bar.
|The Master Job ID linked to the task bar.
|The status of the Subjob linked to the task bar.
|The business partner assigned to the job.
|The name of the business partner assigned to the job.
Extended Task Bar Information
Additional information relating to the task bar can be seen by double clicking on the bar. This will open the following extended information screen.
With the exception of the Description field on the General tab, all the information is read only. The value in the Description field is displayed on the task bar in the main scheduling screen, and provides the ability to add more specific information about the required task.
By selecting the Note tab, the scheduler can enter extended details and information relating
to the task. These details will be posted through as a note against any timesheet line that is generated based on the task bar.
The labels for the Job, Subjob, Activity and Service Call fields are all hyperlinks (when the field is
populated) which allows the user to drill through and open the source object. It is important to note however that the source object will be opened inside SAP Business One. If the Job Scheduling screen is active on the same monitor as SAP Business One, the source object screen will appear beneath the Scheduling screen and will not be visible. Having two monitors is recommended so that scheduling can be done on one monitor, while SAP Business One runs on the other.
Right-click Menu Options
After a task bar has been drawn, a menu is available if the user clicks on the task bar with their right mouse button. The following table outlines the available menu options.
|Selecting the Details menu option will open the Extended Task Bar Information screen.
|Use Company Setup
|This option can be toggled for each task bar drawn. The option provides an override to the staff member's working schedule and applies the company default working schedule to the entry.
|Remove From Group
|This option is only available if the resource that the task bar relates to is part of a group scheduled entry. The option allows the individual resource to be removed from the group so that they are no longer scheduled as part of the group schedule.
|Delete Task Bar
|Deletes the task bar. Please be aware that there is no undo function.