Job Schedule Activity Overview
The Job Schedule Activity screen provides a comprehensive, multi-view overview of all jobs, allowing you to monitor progress, manage schedules, and optimise resources from a single location.
Using the tabs available, you can view and manage jobs from different perspectives:
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Job Activities – Displays detailed task breakdowns per job, giving full visibility of the work required.
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Job Schedule – Provides a high-level timeline view of all jobs, helping you see when work is planned, identify overlaps or gaps, and adjust schedules to keep jobs on track for completion.
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Employee Schedule – Shows how work is allocated across individual employees, allowing you to identify who is busy, who may be overloaded, and who has capacity to assist.
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Team Schedule – Displays how teams are assigned to jobs and tasks, supporting team-based planning and workload balancing.
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Employee Tasks – Provides a task-level view for each employee, giving a more detailed breakdown of individual responsibilities
Job Schedule Activity – Overview Screen
This screen provides a comprehensive overview of all current and future jobs, allowing you to monitor progress, track statuses, and manage workload across teams.
Summary
- Provides an overview of all job activities and task statuses
- Shows job progress, timing, and team allocation
- Highlights tasks that require attention
- Supports monitoring of current and upcoming work
- Job List Overview
- Each row represents a job task or activity linked to a job.
- It includes key details such as:
- Job Number
- Quote Number
- Team assigned
- Estimated start date
- Job description
The screen gives a clear snapshot of where each job sits using multiple status columns:
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Job Status
- Started (green)
- Not Started (red)
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Task Status
- Indicates whether the specific task has begun
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T-Status (Traffic Light Indicator)
- 🟢 Green = On track
- 🔴 Red = Requires attention / delay
- Provides a quick visual health check of the job
- The Team Code and Team Name fields show which team is assigned to each job.
- This helps identify:
- Who is responsible
- Workload per team
- The Estimated Start Date shows when jobs are planned to begin.
- This allows you to:
- View upcoming work
- Identify current active jobs
- Spot overlaps or scheduling conflicts
At the top of the screen, you can filter by:
- Job Number
- Quote Number
- Job Description
- Date range
This helps you focus on specific jobs, time periods, or teams.
This screen is typically used to:
- Monitor all jobs in one place (current and future)
- Track progress and status at a glance
- Identify delays or issues quickly
- Review team allocations and workload
- Support planning decisions before using detailed scheduling screens
Job Schedule Screen Overview
This screen provides a timeline view of current and future jobs, helping you track when jobs are planned to start and how they are spread over time.
Summary
- Provides a high-level timeline view of all jobs
- Highlights workload distribution, gaps, and overlaps
- Helps identify overbooking and capacity issues
- Supports planning and rescheduling to keep jobs on track
What the Screen Shows
- Left Panel – Job Details
Each row represents a job, with key information including:
- Name – Job number and short description
- Job No – Unique job reference
- Estimated Start Date – When the job is scheduled to begin
- Customer Name – Who the job is for
- Description – Summary of the work
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Displays jobs visually across a calendar timeline (by month/quarter)
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Each job is shown as a blue bar
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The position of the bar shows:
- When the job is scheduled
- How long the job is expected to run
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The “Project Start” marker highlights the beginning of the selected timeline period
Visual Planning
- Quickly see current jobs vs upcoming jobs
- Identify gaps, overlaps, or busy periods
Timeline Scaling
- The Zoom slider allows you to adjust how much detail is shown (more detail or broader view)
- Job Tracking
- Easily monitor:
- Jobs starting soon
- Jobs scheduled later in the year
- Workload distribution over time
- Clicking a job (via the arrow icon) allows you to drill into job details
This screen is ideal for:
- High-level planning
- Reviewing future workload
- Checking job timing and sequencing
- Supporting scheduling decisions before assigning teams/resources
Employee Schedule Screen Overview
This screen provides a resource-focused view of all employees and their allocated work, helping you understand who is working on what, when, and how busy each person is.
Summary
- Displays employee work allocation across a timeline
- Helps identify who is busy and who has capacity
- Supports workload balancing and resource planning
- Hover over tasks to view job details
What the Screen Shows
- Left Panel – Employees
- Each row represents an individual employee/resource
- Displays:
- Employee name
- Profile icon
- Number of scheduled events/tasks
This allows you to quickly see who is active and how much work is assigned.
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Jobs are displayed as coloured blocks across a calendar (by day/week)
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Each block represents a task assigned to that employee
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The position and length of the block shows:
- When the work is scheduled
- How long the task will take
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Hovering over a block shows job details (e.g. job number, description, dates)
Resource Visibility
- See exactly where each employee is allocated
- Understand what jobs each person is working on across the timeline
- Identify employees who:
- Have too many tasks scheduled (overloaded)
- Have gaps or light workloads (underutilised)
This makes it easy to balance work across the team.
- Quickly determine:
- Who may need assistance
- Who is available to help on other jobs
This improves team efficiency and reduces delays.
- Multiple coloured blocks indicate multiple tasks or longer workloads
- Large clusters of blocks = busy periods
- Minimal or no blocks = availability
- Adjust the Zoom slider to view:
- Detailed daily schedules
- Or a broader weekly overview
This screen is ideal for:
- Daily and weekly planning
- Monitoring individual workloads
- Balancing work across staff
- Ensuring no one is overbooked or underutilised
- Improving overall resource efficiency
Team Schedule Screen Overview
This screen is used to plan and manage team workloads across jobs and dates. It provides a visual schedule that helps you track where each job sits and how teams are allocated over time.
Key Features
- Team-Based Scheduling
- Each row represents a team (e.g. Team 1, Team 2, etc.).
- Jobs are assigned to teams and displayed as coloured bars across the calendar.
- Timeline View
- The grid is organised by days and weeks, allowing you to see:
- When jobs are scheduled
- How long each job will take
- Any overlaps or gaps in scheduling
- Drag-and-Drop Functionality
- Jobs can be easily moved between teams or dates by dragging and dropping.
- This allows you to:
- Adjust schedules if a job is running behind or ahead
- Reallocate work between teams to balance capacity
- Quickly respond to changes in production or priorities
- Visual Job Tracking
- Each job is shown as a labelled block (e.g. ROOFING – JOB1083).
- The length of the block represents the duration of the task.
- Colours help visually distinguish between jobs or job types.
This screen is typically used by planners or managers to:
- Allocate jobs to specific teams
- Monitor daily and weekly workloads
- Adjust schedules in real time
- Keep production aligned with deadlines
Employee Tasks Screen Overview
The Employee Tasks screen provides a detailed, task-level view of work assigned to each employee, allowing you to track individual responsibilities, progress, and timing in a structured list format.
What the Screen Shows
Each row represents a task assigned to an employee, with key information including:
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Name – The employee assigned to the task
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Assignment Date – When the task is scheduled
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Task Start & End Dates – Planned duration of the task
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Day – The day of the week the task falls on
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Train Level – Indicates skill level or proficiency of the employee
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Job Status (J-Status) – Shows whether the job is:
- Started (green)
- Not Started (red)
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T-Status (Traffic Indicator)
- 🟢 Green = On track
- 🔴 Red = Requires attention
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Action – The specific activity being performed (e.g. Roofing, Downpipes, Finishing)
Detailed Task Visibility
- Provides a clear breakdown of tasks per employee
- Allows you to see exactly what each person is doing on specific days
- Monitor whether tasks have been started or not started
- Use visual indicators to quickly identify issues or delays
- Helps you understand:
- Who is working on which tasks
- How work is distributed across employees
- Whether tasks align with employee skill levels
- The structured format makes it ideal for:
- Reviewing daily workloads
- Confirming task assignments
- Ensuring all required work has been allocated
This screen is typically used for:
- Supervisors or managers to review and assign tasks
- Tracking day-to-day execution of jobs
- Ensuring all employees are correctly allocated to tasks
- Monitoring task progress and completion readiness