Please note that this is preliminary documentation and is subject to change.
Scheduler Configuration: Display Options.
The Display Options dialog allows you to set program behaviour defaults, and choose settings which define how the program operates.
| • | Default Start-up Campaign: You can select which of your Campaigns will be loaded and its schedule displayed when the program starts up. By default, the program will initially show you the schedule information (based on your selection for 'Default Schedule Start-up Period') for all your Campaigns and Advisors. |
| • | Default Campaign Grouping: Grouping your Campaigns not only improves visibility in information displays, but also provides sub-totals of pertinent information. You can choose to group your Camapigns by your Campaign Clients, your Campaign Group descriptions, or by the Type of Campaigns you've defined. |
| • | Default Schedule Start-up Period: This setting controls the initial start-up working week for the Scheduler program. This also sets your default 'working week' target view when the 'View' toolbar button is clicked. |
| • | Default Scheduler Item Shading: This option selected the background shading colour for default schedule items - these are items which aren't 'Non-Availability' time (as each 'non-availability' schedule item can have its own background shading), and where the background shading isn't overridden by a defined Campaign or Advisor colour. Note that, as any notes and details on your Schedule item appear in Windows default text colour - generally black - it's a good idea to choose a lighter colour for the background so that caption and notes text is legible. |
| • | Set 'Advisors' as default Target Resource Allocation View: This selection controls whether the Resource Allocation data view (initially located at the bottom of your main Scheduler display) is focussed on Campaigns or Advisors by default. |
| • | Revenue Summary Calculations based on Actual Hours, not Scheduled: This option defines how the Revenue calculations in the outline Campaign Revenue Summary screen are calculated. When checked, revenue is calculated based on actual hours logged against the Campaign in Question by Advisors - when this selection is not checked, time scheduled against the Campaign is used to calculate the Revenue Summary. |
| • | Show Event Delete Confirmation Dialog: When this option is checked, you'll be prompted to confirm your action when you attempt to delete an event from the Schedule - deleting an event can be simply done by selecting the event with the mouse, and pressing the 'DEL' key on the keyboard, for example. As the delete action isn't reversible, you might want to make sure that you're always prompted to confirm the deletion before it happens. If you don't want the confirmation dialog to appear, just clear this check-box. |
| • | Use Office 2007 Display Style: This entry allows you to change the display style of the Scheduler program between 'Office 2007' styles (which can be displayed in Blue, Silver, Aqua and Black styles), and 'Office 2003' styles. Note that you'll have to re-start your Scheduler program to reflect any change in this setting. |
| • | Display Scheduler Colour selections in Option Control displays : This selection allows you to see the background colour you've chosen to display specific scheduler items in the editor grids. If you'd rather use the editor grids with a plain background, just uncheck the box. The image below shows an editor grid display when the setting is turned on: |
Once you've completed setting up your Scheduler Program options to your own requirements, click on the 'Apply' button to store them. Note that several of the options (where noted) will require you to re-start the Scheduler program before they become effective.