1. TaskRay
  2. TaskRay Guide
  3. Legacy Resource Management (Flux Capacity)

Flux Planner: Resource Timeline

Resource Summary row

Each Flux Resource has a top-line stats bar that summarizes all of the Projects and Tasks displayed in the timeline.

Color coding of the summary row blocks is based on the following:

  • Blue = Greater than 0 hours, less than or equal to 100% forecast utilization
  • Red = Greater than 100% forecast utilization or >0 hrs work assigned on a day with 0 capacity (Queues and Time Away dates)
  • Grey = 0 hours forecasted
  • Orange = Time Away present
  • Light Blue = Resource with 0 hour Utilization Target (typically Queues)

Examples of each are illustrated below:

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Within the Resource Timeline, you can easily drill down from a Flux Resource to see the underlying TaskRay Project and TaskRay Task data that makes up the summary stats.

Drill-down: Project level

Click on the arrow icon next to a Resource name to open underlying TaskRay Project details as shown below.

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Above, we see the 5 TaskRay Projects that have Tasks assigned to Andrew Franklin within the date range of the timeline.

TaskRay Project daily summary stats are comprised of the following elements:

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  1. Daily Forecast Hours (4 hours of work forecast for the Sunnyside Resort Project on Sept 22)
  2. Project Utilization % -- ie. How much of the Resource’s total capacity is filled by this Project? (Daily Forecast Hours / Daily Resource Capacity = 50%)

Drill-down: Task level

Click on the arrow icon next to a Project name to open underlying TaskRay Task details as shown below.

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Above we see the 2 TaskRay Tasks related to the Dynamite Springs Project assigned to Andrew Franklin within the date range of the timeline.

TaskRay Task daily summary stats are comprised of the following elements:

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  1. Daily Forecast Hours (2.4 hours of work forecast for the “Customize Solution” Task on September 22)
  2. Task Utilization % -- ie. How much of the Resource’s total capacity is filled by this Task? (Daily Forecast Hours / Daily Resource Capacity = 30%)

Hyperlinks

The following elements of the UI are hyperlinks that launch Salesforce record detail pages:

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  1. Flux Resource
  2. TaskRay Project
  3. TaskRay Task