5/15/2024 0 Comments Airtable calendar template![]() Resource (Linked record field preferred) - Which employees or teams are associated with the event? When this value is connected to a linked record, you are able to bring in dynamic information for availability.Īvailable hours (Number value) - This can be a static or dynamic number. In general, there are three parts that are needed in order to fully leverage the Utilization function in the timeline view’s summary bar:Īllocated hours (Number value) - How much of “x” does this event require? Also, is that allocation a total for the whole event or does it repeat daily, weekly, or monthly? For a task it could be the number of hours needed each week to complete the task. The pink arrow lines represent linked or looked-up information held in connected tables. The fields in the green box correspond to the Utilization setup. Also, there are some important date, linked record, and lookup fields that give us everything we need in order to configure our timeline view and Utilization summary function. You can see there are 3 distinct tables (Projects, Assignee, and Days off). The base schema below is the structure of our example base. In that case, try to identify concepts that match the workflow in your current base or ways in which your base could be adjusted to mirror the schema of our example base. You might also already have a base that is set up in a similar way, with different table and field names. To help demonstrate the setup process for the Utilization feature we will be using this base as an example.Ĭlick the link above to make a copy of the base to your own workspace (click the Copy base button at the top right) and follow along. If any of the elements above revealed themselves, then the workflow we outline below that leverages the Utilization function in the summary bar will likely help you and your team to have a better understanding and control over task and project deadlines. Take a moment and think of the various resources that go into project completion for your organization or team. Owners/Creators - Can create, delete, modify, lock/unlock, and print viewsĮditors - Can create, delete, modify, and print viewsĬommentors - Can create, delete, and modify their own personal views Below we will walk you through a common use-case example of how to leverage this functionality. ![]() ![]() The Utilization function in Timeline view summaries allows you to track resource allocation across teams. Timeline views allow you to organize tasks, projects, or other trackable events in an easy-to-understand and visually pleasing way.
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