Updated 16th December 2024
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 Resource Management 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.
To schedule an event for a resource, first select the required time period from the navigation toolbar (Today, Day, Week or Month). The example below is using the Day view:
For the required resource, drag and drop a timespan for the chosen day. As you drag the timespan, a pop-up will appear showing the date, start and end time:
When you reach the desired timespan and release the mouse, the New event for [Resource Name] dialog box appears:
The table below will give you an explanation of the New event - GENERAL fields:
Field | Description |
Subject | Name of the event |
Start | The start date and time of the event. If you click on the calendar button you can modify the date and time:  |
End | The end date and time of the event. Like the start date, you can click on the calendar button and modify the date and time. |
Type | This drop-down list allows you to select the type of event you are scheduling:
If you select Project, a PROJECT tab will appear (as shown in the screenshot above), where you can fill out project information related to the event:
 |
Event details | Here, you can enter the details of the event. |
Once the event details are completed, you can click Save and the event will appear in the overview. Project events will have the additional option to Save & Send Invite. This means that project events will not only appear in the overview of the resource, it will also send an invite to the resource's email. Attached to the email will be an ics file to add to their Outlook or Google calendar:
Double-click the attached file and if you're using Outlook, the following message will appear:
Click Yes to open the calendar entry:
Click the Save & Close button to save the event in your calendar:
If you're using Gmail, the ics file will give you the option to download the ics file and add it to your Google calendar.
Sync event with the Timesheet Calendar
When PSOhub is integrated with your Outlook or Google Calendar, your resources will be able to see their saved Project events in their Timesheet Calendar. The hours for a scheduled event are automatically logged against the project information filled when creating the event in PSOhub:
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.
Reschedule an event for a resource
Should you need to modify or reschedule an event for a resource, open the desired event by double-clicking it or right-click and select Open:
In the next dialog box, modify the necessary details (date, time, details, etc). Click either Save or Save & Send Invite.
When a rescheduled event is sent to the resource as an invite, the email message will clearly indicate that the event is rescheduled:
Double-click the attached file and if you're using Outlook, the following message will appear:
Click Yes to open the calendar entry. Click the Save & Close button to save the event in your calendar.
If you're using Gmail, the steps as outlined above for scheduling an event still applies for rescheduling.
Important: Rescheduling an event will not modify the original event but will send a new invite. Your resource will need to delete the original invite in their calendar and accept the new invite.
Sync event with the Timesheet Calendar
When PSOhub is integrated with your Outlook or Google Calendar, your resources will be able to see their rescheduled Project events in their Timesheet Calendar. The hours for a rescheduled event are automatically logged against the project information filled when creating the event in PSOhub:
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.
Delete an event
Should you need to delete an event, navigate to the event in the Scheduler and you can either double-click the event or right-click the event and select Delete:
If you choose to double-click the event, the event details will appear, where you can click the Delete button:
The Confirmation message will appear:
Click Proceed. The event will be removed from the Scheduler and you will have to inform the resource(s) that the event has been cancelled so they can remove it from 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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