{"id":7144,"date":"2024-11-19T14:06:54","date_gmt":"2024-11-19T14:06:54","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=7144"},"modified":"2024-11-19T14:06:54","modified_gmt":"2024-11-19T14:06:54","slug":"customizable-schedule","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule","title":{"rendered":"A customizable Schedule that puts flexibility first"},"content":{"rendered":"<p>When you\u2019re scheduling complex, competing workloads, flexibility is your friend. Over the last few months we\u2019ve been shaking up our Schedule to make it more flexible and customizable than ever.<\/p>\n<p>Now you can share views, pin people and resources, color by activity type, and more, so you have a wealth of ways to arrange your team schedule and work the way you want.<\/p>\n<p>Anyone who&#8217;s been busy in Resource Guru over the last few months may have already tried <a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-filter-sort-group\" target=\"_blank\" rel=\"noopener\">custom field sorting, grouping, and filtering<\/a>, so we\u2019ll start with the newer additions, before we summarize the rest.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\/#Sharing-saved-views\" >Sharing saved views<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\/#Pinning-people-and-resources\" >Pinning people and resources<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\/#Color-coding-by-activity-type\" >Color-coding by activity type<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\/#New-controls-filters-sorting-and-grouping\" >New controls, filters, sorting, and grouping<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\/#Speed-at-scale\" >Speed at scale<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\/#Whats-next-on-the-schedule\" >What\u2019s next on the schedule<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Sharing-saved-views\"><\/span><b>Sharing saved views<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7156 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views.png\" alt=\"Save and share custom Schedule views with your team\" width=\"1912\" height=\"1550\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views.png 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-828x671.png.webp 828w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-877x711.png.webp 877w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-1536x1245.png.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-310x251.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-828x671@2x.png.webp 1656w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-877x711@2x.png.webp 1754w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-saved-views-310x251@2x.png.webp 620w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>As part of our series of Schedule improvements, \u201cSaved Filters\u201d became \u201cViews\u201d. These can be used to save your most frequently used combinations of sorting, grouping, and filtering.<\/p>\n<p>Now it\u2019s possible to <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1957826#sharing_saved_views\" target=\"_blank\" rel=\"noopener\">share saved views<\/a> across your account, so you can share custom configurations that help streamline the way you work.<\/p>\n<p>For example, you might run a resource planning meeting with your team every Monday and you&#8217;ve found the ideal view for identifying under-staffed projects, booking conflicts, and bottlenecks. By saving and sharing that view, you can ensure that everyone on the meeting is looking at the same thing as you run through the agenda.<\/p>\n<p>Views shared by you and others can be found in the &#8220;Views&#8221; menu alongside your private views. Anyone can create a shared view and access views shared by others, but only Admins can edit, rename, and remove other people&#8217;s views.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Pinning-people-and-resources\"><\/span><b>Pinning people and resources<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7157 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-pinning.gif\" alt=\"Pinning people and resources to the top of the Schedule\" width=\"960\" height=\"770\" \/><\/p>\n<p>However you organize your Schedule, it&#8217;s likely there are some people or resources you&#8217;ll want to access more frequently than others.<\/p>\n<p>Now you can pin those to the top of your Schedule so they\u2019re always first on the list, regardless of which filters or sorting options are applied. When your Schedule is grouped, pinned resources will appear at the top of any groups they\u2019re part of.<\/p>\n<p>To <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1957826#pinning_people\" target=\"_blank\" rel=\"noopener\">pin or unpin someone<\/a> simply hover over them in the people and resources list and click the pin icon that appears in the top-right corner. You could use pinning to:<\/p>\n<ul>\n<li>Pin yourself and ensure your workload is always the first thing you see<\/li>\n<li>Pin two people and compare their schedules side-by-side<\/li>\n<li>Pin everyone on your immediate team since they\u2019re the ones you&#8217;re likely to be sharing projects with or scheduling most frequently<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Color-coding-by-activity-type\"><\/span>Color-coding by activity type<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-7158 aligncenter\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/scheudle-color-by-activity-type.gif\" alt=\"Color your Schedule by activity type\" width=\"960\" height=\"728\" \/><\/p>\n<p>A colorful Schedule isn\u2019t just for show. It can help you quickly identify what everyone&#8217;s working on, so even the busiest schedules are easy to skim.<\/p>\n<p>Previously, it was possible to <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1955906\" target=\"_blank\" rel=\"noopener\">color by project, client or booker<\/a>, but now you can color by <a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/activity-types\" target=\"_blank\" rel=\"noopener\">activity type<\/a> too.<\/p>\n<p>Turn it on and you can can dissect your team\u2019s workload a different way and get a visual overview of how much time is being scheduled to different types of project work.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"New-controls-filters-sorting-and-grouping\"><\/span><b>New controls, filters, sorting, and grouping<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7159 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls.png\" alt=\"Sort, group, and filter your Schedule using the new control panel\" width=\"1912\" height=\"1451\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls.png 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-884x671.png.webp 884w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-937x711.png.webp 937w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-1536x1166.png.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-310x235.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-884x671@2x.png.webp 1768w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-937x711@2x.png.webp 1874w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/schedule-controls-310x235@2x.png.webp 620w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>The updates above build upon a series of Schedule improvements we\u2019ve been rolling out since September. Here are the highlights in case you missed them:<\/p>\n<h4><b>Customization controls<\/b><\/h4>\n<p>To make everything that followed easier to find, we added a new control panel to the top of the people and resources list. That\u2019s where you\u2019ll find the Sort, Filter, and Group controls, the &#8220;Go To Me&#8221; shortcut, and \u201cViews\u201d.<\/p>\n<h4><b>Sorting your team<\/b><\/h4>\n<p>People and resources have always been ordered alphabetically by default \u2013 great for Andys, not so great for Zoes. Now you have a lot more options. You can sort your team by Name, Job Title, or any single select custom field, in alphabetical or reverse alphabetical order.<\/p>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-filter-sort-group#Sort-people-and-resources\" target=\"_blank\" rel=\"noopener\">Read more on sorting by custom fields \u2192<\/a><\/p>\n<h4><b>Grouping your schedule\u00a0<\/b><\/h4>\n<p>Grouping is a neat way to rearrange your Schedule and cluster people and resources in distinct groups. Previously you could only <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1957954\" target=\"_blank\" rel=\"noopener\">group by project or client<\/a>, but now you can group by any multi-select custom field or default field you choose.<\/p>\n<p>So if you want to arrange your team by Department, Skills, Office, Region, or even Dietary Requirements, it\u2019s all possible.<\/p>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-filter-sort-group#Group-your-teams-schedule\" target=\"_blank\" rel=\"noopener\">Read more on grouping by custom fields \u2192<\/a><\/p>\n<h4><b>Filtering projects and clients<\/b><\/h4>\n<p>A busy schedule can be confusing. So we expanded project and client filters to include custom fields too.<\/p>\n<p>Now with the right custom fields added, you can use them to filter your Schedule by things like client type or project priority. This will instantly hide anyone who isn&#8217;t assigned to work that matches those filters.<\/p>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-filter-sort-group#Filter-projects-and-clients\" target=\"_blank\" rel=\"noopener\">Read more on filtering by custom fields \u2192<\/a><\/p>\n<h4><b>Combining customizations<\/b><\/h4>\n<p>All of these sort, group, and filter options become even more powerful when combined. For example, you could filter your team by Country, group them by Office, then sort by Seniority.<\/p>\n<p>Finding that setup particularly useful? <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1957826?_gl=1*1yppzhk*_ga*OTk2NDIxMjE5LjE2NDI2MzQ0MTk.*_ga_LJJC1D1XP1*MTczMjAwNzI4Ni4zNDUuMS4xNzMyMDI0NjA2LjU2LjAuMA..#saving_views\" target=\"_blank\" rel=\"noopener\">Create a saved view<\/a> and you can reactivate it instantly from the &#8220;Views&#8221; menu at any time.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Speed-at-scale\"><\/span><b>Speed at scale<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>One final improvement that might be less obvious for smaller teams is the speed of our Schedule. We\u2019ve been tinkering behind the scenes to optimize how it loads, so it can handle scheduling at scale.<\/p>\n<p>We\u2019ve put it through its paces for accounts of up to 10,000 people and resources and everything loads smoothly as you scroll in every direction and add and edit bookings. For any large organizations with heavy workloads this step up in performance will ensure that you can rely on Resource Guru to keep up with your busy schedule.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Whats-next-on-the-schedule\"><\/span><b>What\u2019s next on the schedule<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>All of these Schedule improvements are available now to all customers. But we\u2019re not stopping there! We already have more upgrades lined up for the Schedule, including work on <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/46-expand-on-the-zoom-levels-in-the-schedule\" target=\"_blank\" rel=\"noopener\">adding different zoom levels<\/a>\u00a0and <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/92-increase-visibility-of-availability-and-overbooking\" target=\"_blank\" rel=\"noopener\">increasingly the visibility of availability<\/a>.<\/p>\n<p>As always, let us know what you think and what other features you\u2019d like to see added or improved in future.<\/p>\n<div class=\"comingsoon comingsoon--default\"><div class=\"comingsoon__image\"><\/div><div class=\"comingsoon__text\"><h4>What&#8217;s next for Resource Guru?<\/h4>\n<p>Explore our product portal to see what&#8217;s planned next and what we&#8217;ve already added. Vote on which features are most important to you and submit new ideas to have your say!<\/p>\n<p><a class=\"button\" href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/tabs\/2-planned\" target=\"_blank\" rel=\"noopener\">View and Vote on Upcoming Features<\/a><\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>When you\u2019re scheduling complex, competing workloads, flexibility is your friend. Over the last few months we\u2019ve been shaking up our Schedule to make it more flexible and customizable than ever. Now you can share views, pin&hellip;<\/p>\n","protected":false},"author":29,"featured_media":7155,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61,62],"class_list":["post-7144","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed","tag-heartbeats"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>A Customizable Schedule That Puts Flexibility First<\/title>\n<meta name=\"description\" content=\"We\u2019ve shaken up our Schedule to make it more flexible than ever. Customize your team schedule and work the way you want.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Customizable Schedule That Puts Flexibility First\" \/>\n<meta property=\"og:description\" content=\"We\u2019ve shaken up our Schedule to make it more flexible than ever. Customize your team schedule and work the way you want.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/customizable-schedule\" \/>\n<meta property=\"og:site_name\" content=\"Work Life Balance Blog | Resource Guru\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ResourceGuru\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-19T14:06:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/11\/customizable-schedule.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2084\" \/>\n\t<meta property=\"og:image:height\" content=\"1422\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Stuart McLachlan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@resourceguruapp\" \/>\n<meta name=\"twitter:site\" content=\"@resourceguruapp\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Stuart McLachlan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule\"},\"author\":{\"name\":\"Stuart McLachlan\",\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/#\\\/schema\\\/person\\\/62779b1444595051986ea3d57dbedfcc\"},\"headline\":\"A customizable Schedule that puts flexibility first\",\"datePublished\":\"2024-11-19T14:06:54+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule\"},\"wordCount\":986,\"publisher\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/11\\\/customizable-schedule.png\",\"keywords\":[\"Product Updates Feed\",\"Heartbeats\"],\"articleSection\":[\"Product updates\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule\",\"url\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule\",\"name\":\"A Customizable Schedule That Puts Flexibility First\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/product-updates\\\/customizable-schedule#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/resourceguruapp.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/11\\\/customizable-schedule.png\",\"datePublished\":\"2024-11-19T14:06:54+00:00\",\"description\":\"We\u2019ve shaken up our Schedule to make it more flexible than ever. 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