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Help › Filling in the plan

Niras · Clarity Resource · version 2.3.0

Filling in the plan

In short Paint days with a colour, clear them, and read the double-booking warning.

Anyone signed in to Clarity Resource.

What this is

You fill the plan in the way you would colour cells in the spreadsheet: pick a colour from the key, then click or drag across the days.

There is no Save. A day is written the moment you let go of the mouse, and it records who set it - hover any square to see.

The colour stays picked until you put it down, so you can paint several people in a row without picking it again.

Painted over the wrong days? Undo puts them back. It remembers your last 30 paints and clears until you leave the page.

You need a connection to make changes. If Clarity Resource cannot reach the server it reloads the page, so you always see what was really saved rather than a change that never arrived.

What it looks like

The picked colour has a gold outline. Click it again to put it down.
The picked colour has a gold outline. Click it again to put it down.
A red dot in the corner means that person is booked on another project the same day.
A red dot in the corner means that person is booked on another project the same day.

Start to finish

  1. Pick a colour from the key along the top. It gets a gold outline.
  2. Click a day, or drag along a row or down a column.
  3. Carry on with the same colour as long as you need it.
  4. Click the picked colour again to put it down.

How to

  • Paint one day: pick a colour, then click the square.
  • Paint a run of days: pick a colour and drag along the row. You can also press on the colour itself and sweep straight onto the days in one movement.
  • Paint the same day for several people: drag down a column.
  • Change a day: paint over it with a different colour.
  • Clear days: pick × Clear and click or drag over them.
  • Pencil someone in: use TBC (the grey ?) until it is confirmed, then paint over it.
  • Put the colour down so you cannot paint by accident: click it a second time.
  • Undo a mistake: press Undo - the curved arrow beside the pin at the right of the ribbon - or Ctrl+Z. It puts the squares back exactly as they were and saves that. It goes back through your last 30 paints and clears; a Who's free booking is cleared by hand instead.

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