View rosters of scheduled jobs one day at a time
💡 Note: This article contains interactive tutorials. Click the targets to advance to the next step.
🏆 Tip: Permissions Required - View Roster Board and Report
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
- Default Job Schedule, Job Status, Comments, Labor Scheduled/Requested today.
- Quick Action Buttons
- Roster Breakdown
- Job Status Bars: Hours used, Labor Budget spend, Start/End date
- Active Roster, Blended Rate
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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
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