Resource Calendar

The Resource Manager in PaxFlow helps you easily view, assign, and manage your operational resources across all tours. Using the Resource Calendar, you can see which resources are assigned, unassigned, or in conflict, and filter the view by day, week, or specific resource labels. It’s a quick and efficient way to keep track of all your resources and ensure smooth daily operations.

Click on "Operations" and then click on "Calendar"

In the operations calendar, click on "Resources"

Then you will get an overview of all your resources. The default view is 3 day view.

Its possible to filter the resource list by all assigned resources

or by all unassigned resources

you can also filter all resources that have conflicts - that is if any resources are assigned to multiple projects at the same time.

And you can filter by tours In Progress. Click on "Clear All" to remove the filters

You can also filter by resource labels - here we are choosing "Day Tours"

And click on "Clear filters" to remove the filter

The Resource Calendar has a Day, 3 days,Week and Month view. Click "Week" to view the +7 days view

and here we can see the +7 days view of the resource calendar, next lets click on "Month" to view the month calendar

and here we can see a month view of the resource calendar. Let's go back to the default view by clicking on "3 Days"

Click the back arrow to view the previous day/s or week/s - depends on if the view is of day, 3 days, Week or Month

or click the forward arrow to view the upcoming day/s or week/s - depends on if the view is of day, 3 days, Week or Month

Here we can see that there is a conflict on this resource - it has been assigned to 2 different tours.

and when clicking on the assignment its also flagged with "Conflict"

so lets remove this resource of this assignment, to do so click on "Delete"

then a pop up will appear asking if you want to delete the assignment, click on "Delete" to confirm it.

a success message appears and now the conflict in the resource calendar is gone.

You can also create assignments by clicking a field under a date on the calendar on the resource you want to create the assignment.

click the drop down by departure and choose the tour you want to assign

And then click on "Assign Resource"

A Success message will appear and the assignment is now on the resource you assigned.

you can also block a resource for unavailability, to do so click on the day you want to add the unavaiability find the resource you want to block

click on "Unavailability"

Here you can modify the date, it can be multiple days if needed and you can customize the time range

name the unavailability under title - this will be displayed on the resource calendar

and you can add a note if needed

and then click on "Mark Unavailability" to save

A Success message will appear and the unavailability is now on the resource you assigned it to.

To view the departure details for the tour click on the view departure details icon highlighted.

And then you can see the departure details for the tour. The resource is up at the top of the page highlighted.