At the top of each scheduler there is a toolbar which provides navigational and editing tools for the resource planning grid.

Resource or Project Name

Right to the name is a small arrow which navigates you to the selection of several features. Depending on whether it is a “Resource” or “Project” it will give you options such as Dashboard, Timesheets or iCal feed for subscribing to the user or projects individual iCal.

On the very right side to the name is a toolbar, allowing you to print, download or export data, search (which acts like a filter for the grid), change to a full screen view option, and scheduler customization tool.


Acts as a search filter for the grid. Click on the left orange arrow in the search field and check your choices.

You can adjust the filter’s settings to get multi-matching results. Select between ‘ALL’ (match all selected filters) or ‘ANY’ (match any of the selected filters).

Left Tools

  • Toggle Resource Sidebar
  • Navigate Left
  • Navigate Today
  • Navigate Right
  • Calendar Navigation
  • Zoom Tool
  • Scheduler layout modes
  • “Add” (a projects or a resource)

Right Tools

  • Quick Book
  • Schedule
  • Edit
Perfect For: The Scheduler bookings grid is perfect for those Monday Morning Meetings or Friday Evening wrap ups to see how the week ahead looks and how the current week went. Everyone can easily digest where the gaps are in production within a few glances at the schedule.