Merge pull request #11 from Southpaw-TACTIC/main

More updates

schedule/crew_planner/index.md

@@ -6,58 +6,45 @@ parent: Schedule Module
 has_children: true
 ---
 
+Crew Planner
+============
 
-Crew Planner: Booking Roles into User Schedules
-===============================================
+## Scheduling and Capacity Management
 
-The Crew Manager has a Planner which enables schedulers to allocate roles from various project plns into user schedules. This process involves selecting a user, choosing the desired roles from available projects, and booking the required timeframes for each role.
-Steps to Book Roles into User Schedules
 
-Open the Planner in the Crew Manager by clicking on the Planner button:
+The Crew Planner within the Resource Manager application enables scehdulers to commit or book plans from the Role Planner to specific crew members. It allows for overlaying multiple project schedules onto crew members' calendars, providing valuable insights into capacity, workload, and resource utilization of the overall crew.
 
-![Crew Planner Book Roles](images/crew_planner-planner-buttton.png){: style="padding: 20px"}
 
+## Key Features
 
-This will open up an interface to the right.  The interface allows schedulers to browse through various departments and select available roles from multiple projects.
+**Overlaying Multiple Project Schedules**: View multiple project schedules simultaneously for each crew member to assess workload, identify potential conflicts, and optimize resource allocation.
 
-Select the project with the roles needed to allocate.
+**Capacity Analysis and Hiring Decisions(**: Determine if additional resources are required or if there is capacity for more work, assisting in informed hiring decisions and resource management.
 
+**Week-by-Week Utilization Tracking**: Monitor crew member utilization on a week-to-week basis to ensure effective scheduling and workload balancing.
 
-![Crew Planner Role Allocator](images/crew_planner-role_allocator.png){: style="padding: 20px"}
+**Booking Crew Members for Projects**: Commit crew members' time to specific projects, creating an actual schedule for each crew member.
 
 
-Upon selecting a department, the Role Allocator will display all available roles associated with projects within that department.  If a specific crew member has been requested for a role, their name will appear as a clickable link next to the role.  Clicking on the crew member's name will initiate a search within the system, displaying the crew member's details, such as their schedule, professional infomation and contact information.
+## Steps for Using the Crew Planner
 
+Access the Crew Planner within the Resource Manager application.
 
-![Crew Planner Department](images/crew_planner-open_department.png){: style="padding: 20px"}
+Select the crew members you wish to schedule by using the search bar or browsing through the list.
 
-Select the user for whom you want to book roles by using the "Select User" dropdown menu or searching for the user in the search bar.
+Choose the desired project(s) and roles from the Role Planner to commit or book for the selected crew members.
 
-Browse through the list of roles and identify the role(s) you wish to assign to the selected user.
+View the overlaid project schedules for each crew member to assess capacity, workload, and utilization.
 
-![Crew Planner Booking Options](images/crew_planner-booking_options.png){: style="padding: 20px; width: 50%; margin: 0px auto"}
+Make adjustments as necessary to optimize resource allocation, such as reassigning roles or updating project schedules.
 
+Confirm the bookings to finalize the crew members' schedules.
 
-Click on the desired role to view additional details, such as project information, duration, and requirements.
+By utilizing the Crew Planner, scehdulers can efficiently manage crew members' schedules, monitor resource utilization, and make informed decisions regarding capacity, workload, and hiring needs.
 
 
 
-Specify the desired booking period by selecting the start and end dates, or choose "Weekly" to book the role for entire weeks.
 
-Confirm the booking by clicking the "Book" button.
 
 
 
-
-
-Managing Role Bookings
-
-To view or edit existing role bookings, navigate to the "User Schedules" view within the Crew Manager.
-
-Locate the user and their associated role bookings in the schedule.
-
-Click on the role booking to view additional details or make changes, such as updating the booking period or reassigning the role to a different user.
-
-Save any changes made to the role booking to ensure the schedule is updated accordingly.
-
-By using the Crew Manager to book roles into user schedules, administrators can effectively allocate resources and ensure project requirements are met. This feature provides a comprehensive overview of resource allocation across multiple projects, enabling efficient project management and streamlined workflows.

schedule/role_planner/create.md

@@ -0,0 +1,92 @@
+---
+layout: default
+title: Create Schedule
+nav_order: 2
+parent: Role Planner
+---
+
+
+Creating a Project Schedule
+===========================================
+To create a schedule in the Role Planner, schedules first need to add roles to a project. Follow these steps to set up a project schedule:
+
+By adding roles to the project schedule within the Crew Planner, schedulers can effectively define the scope and resource requirements of a project. This information serves as the foundation for managing resource allocation, capacity planning, and crew member scheduling within the Resource Manager application.
+
+
+
+## Loading a project
+
+Load the project for which you want to create a schedule.
+
+
+![Load Project](images/load_project.png){: style="width: 80%; padding: 20px"}
+
+
+Begin adding roles to the project by clicking on the "Add Role" button.
+
+## Adding a role
+
+Define each role by specifying the type of work, the number of people required for the role, and the duration of the role within the project.
+
+
+![Add Roles](images/add_roles.png){: style="width: 80%; padding: 20px"}
+
+
+For roles where specific crew members are requested, add their names to the "Requested" column to indicate the preferred personnel for those roles.
+
+![Animators](images/animators_tor.png){: style="padding: 20px"}
+
+
+
+## Selecting Cells
+
+Within the Crew Planner's timeline, schedulers can select individual cells or blocks of cells to perform various actions. This enables efficient management of project schedules and crew member assignments.
+
+To select a single cell, click on the desired cell within the timeline.
+
+To select a block of cells, click on the first cell, then hold down the "Shift" key and click on the last cell in the desired range.
+
+### Performing Actions on Selected Cells
+
+Once the desired cells are selected, various actions can be performed on the selection, such as:
+
+**Assigning Roles**: Allocate roles to crew members for the selected timeframes within the project schedule.
+
+**Updating Role Information**: Modify details about the selected roles, including the number of people required or the duration of the role within the project.
+
+**Setting Labels**: Apply labels to selected cells to categorize project sub-sections or milestones, improving schedule organization and visibility.
+
+
+
+## Setting days
+
+Days can be added to the cells by selecting a block of cells and clicking.
+
+![Allocate Days](images/allocate_days.png){: style="width: 40%; padding: 20px"}
+
+When selecting the "+" button, the current days and the current label will be set on he selected cells.  Alternatively, the following hot-keys can be pressed:
+
+**1-9**: sets the selected cells with the corresponding number of days.
+
+**0**: sets the cell to zero days
+
+**Delete**: sets the cell to zero days
+
+**Enter**: sets the selected cells with the current days and the current label.
+
+**L**: sets the selected cells with the current label.
+
+## Managing Labels
+
+Labels can help categorize project sub-sections, such as sequences or milestones, to provide better organization and visibility for project planning. Labels are customizable and can represent any desired categorization.
+
+For more information about managing labels, navigate [here]({{ 'labels' }})
+
+
+## Managing Scenarios
+
+Scenarios represent alternative project schedules or resource allocation plans. Each scenario enables administrators to explore different approaches to scheduling, resource distribution, and overall project planning.
+
+For more information about managing labels, navigate [here]({{ 'scenarios' }})
+
+

schedule/role_planner/index.md

@@ -3,13 +3,12 @@ layout: default
 title: Role Planner
 nav_order: 1
 parent: Schedule Module
-has_children: true
 ---
 
 
 # Role Planner
 
-The Role Planner is a powerful feature of Resource software tool, designed to simplify and streamline the allocation of resources within a project. By providing a comprehensive view of the project timeline, the Role Planner enables you to effectively manage roles and their respective schedules, ensuring optimal resource allocation and project efficiency.
+The Role Planner is designed to simplify and streamline the allocation of resources within a project. By providing a comprehensive view of the project timeline, the Role Planner enables you to effectively manage roles and their respective schedules, ensuring optimal resource allocation and project efficiency.
 
 The role manager allows you to create project planes using roles that you have defined in your organization.   A project plan consists of a list of roles that are require to complete a project.  Each role can lay out the number of days needed to work per week.
 
@@ -20,72 +19,37 @@ The role manager allows you to create project planes using roles that you have d
 The role planner is the central place for managing an individual project.  A producer can use the role planner to plan out the requires of a project, balancing out the project with both bid days and budget.  Also, as the project is crewed, the producer can use the role planner compare their plan with the actual booking of crew.
 
 
-## Loading a project.
+**Creating and Assigning Roles**: Easily define and assign roles to your project. Roles represent the various functions or responsibilities required for project completion, enabling clear communication of expectations and tasks.
 
-Before working on a plan, a project must be scheduled.  This is done under that "Action" menu and selecting Load Project.  Alternatively, if there is no project currently loaded, a project selector will be displayed in the center of the screen.
+**Custom Role Attributes**: Customize role attributes to suit your project's unique needs. Specify role type, duration, and requirements, tailoring each role to its specific function within the project.
 
-If the project that is loaded has no schedule yet, a window will appear where it is possible to add defined roles into the project.
+**Role Allocation on Timeline**: Allocate roles to specific periods on the project timeline. This visual representation allows you to see the distribution of roles across the entire project, making it easy to identify potential overlaps or gaps in resource allocation.
 
+**Timeline Adjustments**: Quickly adapt to changes in project requirements or resource availability with intuitive drag-and-drop functionality. Update role allocations on the timeline as needed, ensuring your project remains on track and resources are used effectively.
 
+**Progress Tracking**: Monitor the progress of each role throughout the project. This feature provides valuable insights into resource utilization, helping you identify potential bottlenecks or areas where additional support may be required.
 
+## Benefits of Using the Role Planner
 
-## Creating a schedule
+**Improved Resource Allocation**: The Role Planner enables you to optimize resource allocation, ensuring roles are filled effectively and efficiently. This results in reduced project costs, increased productivity, and better overall project performance.
 
-A project schedule can be created from the beginning.  When a project is first loaded, it will present
+**Enhanced Collaboration**: By clearly defining roles and responsibilities, the Role Planner facilitates communication and collaboration among team members, reducing misunderstandings and promoting a more cohesive work environment.
 
+**Streamlined Project Management**: With a comprehensive view of the project timeline and role allocations, you can make informed decisions to keep your project on track, address potential issues proactively, and ensure successful project completion.
 
+The Role Planner is a powerful tool for efficient resource allocation and project management. By leveraging its features and functionality, you can optimize the use of your resources, maintain project timelines, and drive project success.
 
-### Balancing the budget
 
 
-### Balancing the bid days
 
 
+## Links
 
+[Creating a Schedule]({{ 'create' }})
 
+[Import Data]({{ 'import_data' }})
 
-## Importing a schedule
+[Scenarios]({{ 'scenarios' }})
 
-The easiest way to import roles is to copy and paste the from a spreadsheet.
-
-
-
-## Custom columns
-
-
-
-
-## Scenarios
-
-The role planner allows for the creation of many scenarios.  There is usually a published scenario which is the official published scenario that is visiable to others.  It is also the default scenario that is loaded when loading the project.
-
-Scenarios are other schedules within the same project.  They can be used in a variety of ways:
-
-1. Create a new major revision of the schedule
-2. Create multiple alternative scenarios of a project to determine which would be best
-
-
-### Creating a scenario
-
-
-
-
-### Publishing a scenario
-
-
-
-
-Key Features and Functionality
-Creating and Assigning Roles: Easily define and assign roles to your project. Roles represent the various functions or responsibilities required for project completion, enabling clear communication of expectations and tasks.
-
-Custom Role Attributes: Customize role attributes to suit your project's unique needs. Specify role type, duration, and requirements, tailoring each role to its specific function within the project.
-
-Role Allocation on Timeline: Allocate roles to specific periods on the project timeline. This visual representation allows you to see the distribution of roles across the entire project, making it easy to identify potential overlaps or gaps in resource allocation.
-Drag-and-Drop Timeline Adjustments: Quickly adapt to changes in project requirements or resource availability with intuitive drag-and-drop functionality. Update role allocations on the timeline as needed, ensuring your project remains on track and resources are used effectively.
-Progress Tracking: Monitor the progress of each role throughout the project. This feature provides valuable insights into resource utilization, helping you identify potential bottlenecks or areas where additional support may be required.
-Benefits of Using the Role Planner
-Improved Resource Allocation: The Role Planner enables you to optimize resource allocation, ensuring roles are filled effectively and efficiently. This results in reduced project costs, increased productivity, and better overall project performance.
-Enhanced Collaboration: By clearly defining roles and responsibilities, the Role Planner facilitates communication and collaboration among team members, reducing misunderstandings and promoting a more cohesive work environment.
-Streamlined Project Management: With a comprehensive view of the project timeline and role allocations, you can make informed decisions to keep your project on track, address potential issues proactively, and ensure successful project completion.
-In conclusion, the Role Planner is a powerful tool for efficient resource allocation and project management. By leveraging its features and functionality, you can optimize the use of your resources, maintain project timelines, and drive project success.
+[Labels]({{ 'labels' }})
 

schedule/role_planner/scenarios.md

@@ -8,6 +8,7 @@ parent: Role Planner
 
 Managing Scenarios in the Role Planner
 ========================================
+
 The Role Planner within the Resource Manager application allows schedulers to create and manage multiple scenarios for a project. A published scenario is considered the official version and is visible to others, while unpublished scenarios serve various planning and assessment purposes.
 
 ## Uses of Scenarios