Page tree

 

 


 

 

Accountants Enterprise with Practice Manager only

The Employee Planner uses various colours to make a visual distinction between different types of allocations. The colours are:

Red The allocation belongs to the employee but is on a different schedule to the one being allocated. These allocations cannot be moved or edited except from the particular schedule or overall planner.

Yellow The allocation is on the current schedule and the status of the stage category is either Planned or Not started.

Blue The allocation is on the current schedule and the status of the stage category is Complete.

Green The allocation is on the current schedule and the status of the stage category is In progress. The stage details table displays information relating to the stage categories budgeted from the schedule screen.