All active resources are loaded on opening of Advanced Scheduling Add-On by default and the Resource Filter displays all these resources grouped by Employees, Equipment and Contractors.
The Resource Filter contains the following columns:
•View - Contains the checkbox and Resource type icon
•ID - Employee, Equipment or Contractor ID
•Title - Name of Resource
•Service Center - If the Resource has been assigned to a Service Center this will be displayed in the Service Center Column. If the Resource is locked to that Service Center a padlock icon will appear next to the Service Center code.
The columns within the Resource Filter are not configurable.
The toolbar at the top of the Resource Filter Window contains:
View Calendar with No Grouping (only available in Calendar View) |
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View Calendar Grouped by Resources with Appointments Only (only available in Calendar View) |
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View Calendar with All Resources (only available in Calendar View) |
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Find Resources |
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Toggle Employee Selection |
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Toggle Contractor Selection |
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Toggle Internal Equipment Selection |
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Select All |
Right clicking within the Resource Filter window opens a menu which gives the user options to:
•Select - Options to tick All, All Except, All Above, All Below, Only and None.
•Open - Brings up the V/M Employees, V/M Equipment or V/M Contractor window for the highlighted resource.
•Custom Fields - If Custom Fields are being used for the Resource then the View Custom Fields window will open.
•Show in Calendar - When in Calendar Day View this option will automatically scroll to make the Resource appear first on display