Open the Assignments page from the left-hand menu. By default, the calendar opens in the weekly view and is grouped by Assigned Talents.
Filter Projects by Status
At the top of the calendar, you can filter projects by the following statuses:
Drafts
Not Assigned
Assigned
Completed
No Shifts
Unfulfilled
Cancelled
By default, Not Assigned, Assigned, Completed and No shifts are selected. You can customize the view by selecting or deselecting the statuses you want to display.
You can also switch between the Weekly and Monthly calendar views.
Use the Search field to quickly find projects or talents by project name, unit, location, talent pool, customer, talent name, and other criteria.
Assigned Talents View
The Assigned Talents view provides an overview of projects for the selected period.
The top section displays projects with Not Assigned shifts.
Below, you'll see all talents assigned to project shifts, together with useful information such as:
Number of shifts
Completed shifts
Shift times
Other assignment details
Note: To display assigned talents, make sure the Assigned and Completed statuses filters are selected.
View Projects in Different Ways
Use the View by menu to switch between different calendar views:
Assigned Talents
Talent Pools
Units
Locations
Customers
Availability
The Talent Pools, Units, Locations, and Customers views group projects according to the selected category for the chosen period.
Availability View
The Availability view displays the availability of all Qualified talents from the units and talent pools you have access to.
Use filters such as:
Talent Pool
Location
Project Team
Project Name
And more
This makes it easy to identify:
Talents with unspecified availability
Talents who are available during the selected period
Talents who are unavailable
Talents who have already been invited to or assigned to projects
Talents who have completed assignments
Hover over any date to quickly see which project a talent has been invited to or assigned to. Below each talent's name, click Open Profile to open their profile in the relevant Talent Pool.
Create New Projects
You can create a project from any calendar view by clicking Create New in the upper-right corner.
In every view except Availability, you can also click Create New Project beneath an item in the View by list. For example, when using the Customers view, selecting Create New Project under a customer automatically opens the project form with that customer already selected.
