PMI Knowledge base

Back to Knowledge base
Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt
Filter by Custom Post Type
PMI Knowledge Base
Article contents
Print

The Schedule Tools & View menu

Updated
ByEric Cevey
Views694
Please Share Your Feedback
How Can We Improve This Article?

Summary

This summary will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options.

Intended Users

Department heads

Instructions Tools

Spend some time to view the different functions within the Tools menu. All of them are described with a brief text. As a basic principle, what you see in the schedule is what is going to be exported to print. Please check your View Options settings on the View Options menu − how your data/schedule will be displayed.

  • Shift Codes − enables you to review all shift codes.
  • Replace Shift Code − enables you to replace the current code to a new code for a selected user/s.
  • Create Rotating Schedule − enables you to copy a current schedule. This function is useful when you have a rolling schedule. Please read more in Scheduling.
  • Insert Value into Unspecified Row − enables you to populate your schedule with different choices. Percentage of Cockpit Target or Cockpit Planned can automatically be inserted by using this function.
  • Submit To Budget/Forecast − enables you to submit your Cockpit Planned Hours to New Forecast or New Budget.
  • Add Calculation/Information Rows − calculation rows enable you to calculate the hours needed. Information rows allow you to add a value of your choice. Both of these row types has a green background color.
  • Add New Team − you can add Teams based on the following criteria: number or shifts scheduled at the specific time; number of shifts scheduled to start before the specified time, but after the previous team; or number of shift types. See drop down list.
  • Add New Worker − enables you to add new employees.
  • Add New Unspecified Row − enables you to add extra rows to Unspecified of your own choice.
  • Refresh TKS – this enables you to choose a specific period and refresh your timekeeping system so that its in sync with PMI.
  • Add New Schedule − enables you to add a new schedule.
  • Change Schedule Name − enables you to change the name of the schedule.
  • Delete or Deactivate Schedule − enables you to delete or deactivate the schedule. Deleting a schedule is not possible if shifts are attached to that schedule for future days. There is a possibility to delete shifts for a period.
  • Print to File − enables you to print to either excel or pdf with the following choices; default, Weeks (Sat-Fri), Weeks (Sun-Sat), Weeks (Mon-Sun), Weeks (Fri-Thu).

Instruction View

You have several choices to view in the schedule 

Show FTE will display the hours in the schedule in FTE (full time employee) instead of hours. You set how many hour per day a FTE works in Settings in Cockpit.
r

Troubleshooting tips

This section provides additional troubleshooting advice for readers experiencing specific issues. While it’s packed with useful insights, you may skip it if you’re not facing any related problems.

View option for information and calculation rows in the schedule

If you're having issues with the custom rows (information and calculation rows) in the PMI Schedule, here are some things to consider:

  1. Green Rows: The custom rows in PMI Schedule, both information and calculation rows, are displayed with a green background color. This is a design feature to help users easily identify these rows.
  2. Visibility Issues: If one user can see the green rows but another user cannot, it's likely due to the 'View Options' settings. Each user's view can be customized in PMI, and these settings can affect the visibility of the green rows. To ensure these rows are visible, check the 'View Options' settings and make sure the option to "Show information" rows is enabled.
  3. Access Rights: Remember, the ability to add or modify these custom rows might be restricted based on a user's access rights. Typically, users with administrative rights or specific departmental roles can add or modify these rows.
  4. Data Input: For information rows, you can manually input relevant data as a reference point when scheduling. For calculation rows, they are used to calculate the number of hours that will be needed, based on a specific rule. Make sure the data input is correct to ensure accurate calculations

Role requirements to be able to adjust and update a schedule

If you want to change a schedule in PMI, you usually need to be a manager, like a Department Head or Front Office Manager. You can make these changes in the PMI scheduling module's cockpit, for both past and future schedules. Remember, you need to have cockpit owner or administrator rights to change Min/Max settings, which affect the SMART forecast and scheduling.

Tags: