Resources

Learn how to manage resources in the calendar in AroFlo Office

Updated on May 23rd, 2024

Resource settings allow you to add or remove resources (users, assets, or crews)  from your calendar, select colors for each resource, and set the order in which resources are displayed in your calendar.

Resources are visible within the following calendar views:

 

  • Time > Week by Resource 
  • Time > Day by Resource 
  • List > Week by Resource 
  • List > Day by Resource 
  • Resource > Month, Week or Day. 

See Calendar Views for images of these views.

 

Add or remove resources

The AroFlo calendar lets you add resources such as users, assets or crews to your calendar view.

To do this:

  1. Click the (two people) icon.
  2. Click Users, Assets or Crews, as required.
  3. Click the names of the resources you want to add. 

    To easily identify archived users, click (bottom left) and select 'Archived'.

    If you archive an active user who is showing on the calendar, they appear greyed out. You can remove them entirely from the calendar by following the instructions in this section.

     
  4. Click to close the Search window.
  5. To remove a resource, click the red X to the right of its name.

    Show me

     
     
  6. Click Save.
 

 

Change resource color

You can change the background, border, or text color of schedules for each resource in your calendar.

What is a schedule?

Scheduling is the process of adding tasks, timesheet overheads, and ad-hoc events to various dates, times, and resources on the calendar. A schedule is represented by a colored tile on the calendar. The image below shows a number of schedules (the blue tiles). See Scheduling for more information.

 
 
  1. Click the (three dots) icon to access the calendar settings.
  2. Click the Colours sub-section.
  3. In the Colour Schedule By dropdown, select Resources.
  4. Click Save.
  5. Click the (two people) icon. You'll notice that each resource now has three boxes to the right:
    1. To change the background color, click the Background box.
    2. To change the border color, click the Border box.
    3. To change the text color, click the Text box. 

      See an example

      In this image, the dark purple that forms the top and edges of the tile is the Border, the palest mauve is the Background, and the Text color has been left as white. The yellow background to the 'Meeting: Timesheet' entry is AroFlo's default color for timesheet entries. To change this default color, see Colour Settings.
       
       
  6. Using the color picker, select a color by:
    1. Clicking and dragging the arrow up or down the vertical color bar to your preferred color (see below)
    2. Clicking and dragging the small circle in the color square to your preferred shade (see below). 
  7. Click into the next square on the resource's row and repeat the steps above.
  8. Click off the color picker to close it.
  9. Click Save.

For more information, see Color Settings.

 

Change resource order

You can change the order in which the resources appear in your calendar:

  1. Click the (two people) icon
  2. Click and drag the (two bars) icon to move a resource up or down the list
  3. Click Save.