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Introduction to the Daily Scheduler

Understand how to use the advanced daily calendar

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over 4 months ago

Updated 16th December 2024

Scheduling is an important step in the execution of your projects; it occurs after the planning phase and when the project has kicked-off. PSOhub's Daily Scheduler will allow you to do just that. It is an advanced calendar showing all your resources in one clear overview. It allows you to methodically organize events for your resource's day and list intended times where events take place.

In the following video, you will get an overview of how to leverage the Daily Scheduler in PSOhub.

To find the Scheduler, choose from the menu Resources and Scheduler:

Note: Users with the security access levels, Admin, Controller, Project Manager (financials with selling rate and no cost rate) or Project Manager (financials with selling and cost rates) are able to leverage the Scheduler.

The Scheduler overview appears. In the left-hand pane, you will see all your organizational resources in alphabetical order. At the top of the scheduler, you will see the navigation toolbar to select the time period for the overview (Today, Day, Week and Month). The left and right arrows allow you to scroll through the next timeline based on the select period.

By clicking on the Filters link, you can refine the resources displayed in the overview by selecting a Role, Business Unit and/or Event Type:

In this overview, events can be scheduled for resources, modified and deleted. Project events can be sent via email to your resources and added to their calendar.

Important: The event types Absence, Holiday and Public Holiday will influence the Capacity Overview; it will accordingly reduce the per month and overall capacity of the resource.

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