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Roster Board

View rosters of scheduled jobs one day at a time

Contents

Navigation

Sort and Filter Bar

Card Content

Job Cards

Status Buckets

Date Log

Related Material

Saved Views

Sort and Filter Bar

Tags


Navigation

Navigate to the Roster Board using the navigation menu on the left side.


Sort and Filter Bar

Use the Sort and Filter Bar to segment your data

When you find a data set that works, consider saving that view for easy access


Card Content

The Card Content menu allows you to customize the Job Cards on the Roster Board

These combinations of information are also savable as custom views

Save as many custom views as needed


Job Cards

Screenshot 2025-09-08 at 9.47.35 AM
Screenshot 2025-09-08 at 9.53.16 AM - Default Job Schedule, Job Status, Comments, Labor Scheduled/Requested today.

 

Screenshot 2025-09-08 at 9.54.09 AM - Quick Action Buttons

Screenshot 2025-09-08 at 9.54.30 AM - Roster Breakdown

 

Screenshot 2025-09-08 at 9.53.39 AM - Job Status Bars: Hours used, Labor Budget spend, Start/End date

 

Screenshot 2025-09-08 at 9.54.52 AM - Active Roster, Blended Rate

 

 


Status Buckets

The Status Buckets are on the right side of the Roster Board.

The Roster Board is displaying a snapshot of one day at a time.

These status buckets aggregate information on key metrics for a single day in time.


Date Log

The Date Log is collapsed by default. 

Open it by clicking the arrow on the right side

Find data in accordance with Display Group Tags or stats for the company as a whole