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How are projects and days organized on the Scheduling board?

The Scheduling grid lists every project down the left and every day across the top, so each cell shows exactly who's covering that project on that day.

Quick answer

The Scheduling grid is a table: each row is one project, each column is one day of the current week, and the cell where a project's row meets a day's column holds that project's scheduling card for that date.

Overview

Once you know how the grid is built, it's easy to read at a glance. Every project row shows the project's name and address, so you always know which site you're looking at. Every day column shows a date, matching the week range shown in the date bar above the grid. Where a row and a column cross is a single cell — and that cell is where a scheduling card lives, if one has been created for that project on that day.

This article covers the structure of the grid itself. For a tour of the whole Scheduling screen (date bar, Resources panel, and grid together), see How do I find my way around the Scheduling view? For how to actually place a worker on a card, see How do I schedule a worker to a project for a day?

Before you begin

  • The schedule grid is available to admins in the web portal.
  • A project must already exist in Corfix before it will appear as a row.

What you can do

  • Identify a project row. Each row shows the project's name and its address, so you can confirm you're looking at the right site.
  • Identify a day column. Each column header shows a date. The seven columns always match the week shown in the date bar at the top of the board.
  • Find the cell for a project and day. Follow a project's row across to the column for the day you care about — that cell is where the scheduling card for that project and date lives.
  • Read an empty cell. A cell with no card yet shows a +, meaning nothing has been scheduled for that project on that day.
  • Read a filled cell. A cell with a card shows count badges, for example 2/5 workers and 1/2 assets, so you can tell staffing status without opening anything.
  • Narrow the rows without changing the columns. Status filters and the Search projects box change which project rows are shown, but the day columns always stay fixed to the current week.

Use cases

  • Following one project across the week: read a single row left to right to see that project's staffing for every day.
  • Checking one day across all projects: read a single column top to bottom to see everything happening on that date.

Troubleshooting

I don't see all my projects listed as rows. A status filter or a search term may be narrowing the list. Clear the filter back to All or check the Search projects box.

The day columns show dates I wasn't expecting. The columns always reflect the week set in the date bar. Use Today or the arrows to move to the week you want — see Changing the date range / moving between weeks.