The time schedule contains all time periods of your project. By default, the time schedule of your project contains the planning period and usage period of your equipment.
We recommend making your list of time periods as complete as possible, and to connect your times to equipment groups (automatically done by the default planning period and usage period) and crew/transport functions. This is useful when the times of your project change: the times of your equipment groups and crew/transport functions will then also automatically update.-
During this period, your equipment and crew will be out of the warehouse.
The planning period is used to calculate equipment and crew availability. Planned equipment will not be available during the planning period, because it's needed on the project and will therefore be out of your warehouse.
Tip: Some companies also include necessary time for preparation and cleaning into the planning period.
The usage period is the period that the customer actually uses your equipment or that your crew actually works for the customer. If you have the quotation and invoicing add-on: this is the period for which the customer will be charged. The usage period is needed to calculate the price factor, which largely determines the price of the project.
Select a default planning/usage period
You can choose any time period in your schedule as the planning period or usage period for your project. If you do, make sure your equipment groups and crew/transport functions are connected to the right time period.
- Go to the Time schedule tab.
- Select a time period and click Set as default time.
- In the pop-up, select whether the default time is for the planning period, usage period, or both.
- In the pop-up, select either to apply to the entire project or a subproject only.
Set up your default time periods
You can save time by using project templates to configure your default time periods. If you create a new project using your own template, the time periods you've configured will automatically be applied. This can save a lot of time, especially if you often create projects that are similar to each other.
Add a time period
- Click on Add a time
- Enter a name, start date and time, and end date and time.
After you have used this time period, you can see in the column 'Linked to' where the period is used for.
Useful time periods
Times periods that you could add to your time schedule are:
- Equipment load-in and load-out
- Build and break shifts
- Transportation and travel
- Picking up and bringing-back of equipment
- Packing time for equipment
Duplicate a time period
You may want to duplicate a time period that repeats throughout the project (e.g. lunch over multiple subprojects). In this case, you can duplicate a time period.
To duplicate a time period, select one or multiple time periods, click the More options more_vert button in the blue bar, and choose "Duplicate".
Shift project times
If the date or times of your project change, you can shift the time periods in your time schedule.
There are two options:
- Shift by a set amount of time (e.g. all times 2 hours later)
- Shift to a new start date/time (e.g. the project has been postponed from February 17th at 10:00 AM to February 29th at noon).
To shift project times, select one or multiple time periods and click the Shift button in the blue bar.
Shift by a set amount of time
You have the option to shift your project forward or backward in time by a set amount of minutes, hours, days, months, or years. By entering a negative quantity, you can shift a project up to an earlier date.
Shift to a new start date/time
By shifting your project to a new start date/time, all time periods will shift accordingly to the new start date/time. This is similar to selecting a start date for project templates.
Preview and apply your changes
After selecting how and by how much you want to shift the times of your project, preview the changes you have made at the bottom of the window. Click Update to apply the changes.
Sort time schedule manually or chronologically
You can sort the time periods in your schedule either manually or chronologically.
- To sort time schedules manually, use the drag and drop button on the left side of the time period.
- To sort times chronologically, click "Sort by start time" in the upper right corner.
Quickly create function groups based on your time periods
After adding your time periods in the Time Schedule tab of your project, you can save time by selecting all the time you want and creating crew and transport functions with only one click.
- Once you've created all of your time periods, select one or multiple time periods.
- Click on the folder Create function groups button in the blue bar.
- If your project contains subprojects, select which projects you want to create functions for, then click Confirm.
You should now be able to see your new functions in the Crew and Transport tab of your project. All there's left to do for you is to plan crew and vehicles on functions.
Hide times on your quotation and invoices
For each time period, you can choose what type of document it should be displayed on. In the table under 'Display on internal documents' and 'Display on external documents,' you can select on which documents the time periods have to be shown. A full table can look like this: