Setting the Date Range

Modified on Tue, 24 Mar at 5:47 PM

When using the Resource Planner, you can view a certain date range that you may be interested in.  


Use the Resource Planner toolbar to select your preferred date range.


Select a preset date range using the Dates dropdown list.


Example: Select This Year to see resource bookings, activities and tasks for this calendar year.


To set a custom date range, click the From date and choose a date, and then click the To date and choose a date.  Then click the Refresh button to load all the resource details for that date range. 


To easily extend the current date range, click the Scroll to an earlier date button or Scroll to a later date button, and it will extend the date range using the current timescale (e.g. by 1 day, 1 week, 1 month, etc.).

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