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Retain Resource
Screenshots
 
 
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Wallchart by resources Wallchart - By resources (staff) [33K]
The wallchart view is used for allocating jobs to resources. This screenshot is organized by resources - i.e. shows the jobs allocated to each member of staff.
 
Wallchart by tasks Wallchart - By tasks (clients) [28K]
This is the previous screen 'rotated' to display the same information by jobs instead of by resources - i.e. shows which member of staff (resource) has been allocated to which company (job).
 
Wallchart filtered Wallchart - Filtered to particular office or team [29K]
This filtered wallchart view shows a particular group of resources (in this case a particular office) assigned to each company (job), with the jobs broken down on separate lines.
 
Wallchart - Make booking dialog Wallchart - Make or edit booking [28K]
The 'MAKE BOOKING...' dialog is where bookings can are made or edited including a wide range of settings that can be applied to bookings. Please note this shows complex settings - a simplified version of this dialog can be used if more appropriate.
 
Calendar view Calendar - Showing bookings of one resource [23K]
This screen illustrates how retain can also depict booking information in a calendar style presentation. Like the wallchart view, the calendar view can be set to various preset or custom time periods (e.g. year, month, week, day and so on).
 
Report - Revenue by location Report - Revenue by location [21K]
A revenue forecast generated from planning data using Retain Resource's powerful and flexible reports facility. In this example revenue is displayed by location with the ability to expand/contract to see the breakdown by task - at both levels showing cost, recovery rate and revenue.
 
Report - Task time by manager Report - Task time by manager [23K]
A report showing time analysis forecast generated from planning data using the reports facility. In this example revenue is displayed by manager with the ability to expand/contract to see the breakdown by task - at both levels showing cost and time allocated.
 
Report - Resource utilisation Report - Resource utilization [20K]
This is a forecast of staff utilization levels over a month. This example has been set up to show the total time allocated for each staff member as well as the amount of unallocated (i.e. available) time.
 
Report - Specify selection Report - Specify selection [22K]
Retain Resource offers a wide range of flexibility for you to specify selection criteria (from the simple to complex layers) in producing reports, calendars and wallcharts.
 
 
 
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