This summary will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options.
Spend some time to view the different functions within the Tools menu. All of them are described with a brief text. As a basic principle, what you see in the schedule is what is going to be exported to print. Please check your View Options settings on the View Options menu − how your data/schedule will be displayed.
- Shift Codes − enables you to review all shift codes.
- Replace Shift Code − enables you to replace the current code to a new code for a selected user/s.
- Create Rotating Schedule − enables you to copy a current schedule. This function is useful when you have a rolling schedule. Please read more in Scheduling.
- Insert Value into Unspecified Row − enables you to populate your schedule with different choices. Percentage of Cockpit Target or Cockpit Planned can automatically be inserted by using this function.
- Submit To Budget/Forecast − enables you to submit your Cockpit Planned Hours to New Forecast or New Budget.
- Add Calculation/Information Rows − calculation rows enable you to calculate the hours needed. Information rows allow you to add a value of your choice.
- Add New Team − you can add Teams based on the following criteria: number or shifts scheduled at the specific time; number of shifts scheduled to start before the specified time, but after the previous team; or number of shift types. See drop down list.
- Add New Worker − enables you to add new employees.
- Add New Unspecified Row − enables you to add extra rows to Unspecified of your own choice.
- Refresh TKS – this enables you to choose a specific period and refresh your timekeeping system so that its in sync with PMI.
- Add New Schedule − enables you to add a new schedule.
- Change Schedule Name − enables you to change the name of the schedule.
- Delete or Deactivate Schedule − enables you to delete or deactivate the schedule. Deleting a schedule is not possible if shifts are attached to that schedule for future days. There is a possibility to delete shifts for a period.
- Print to File − enables you to print to either excel or pdf with the following choices; default, Weeks (Sat-Fri), Weeks (Sun-Sat), Weeks (Mon-Sun), Weeks (Fri-Thu).
You have several choices to view in the schedule
- Show FTE will display the hours in the schedule in FTE (full time employee) instead of hours. You set how many hour per day a FTE works in Settings in Cockpit.