The Board

On the Orders axis the scheduler board is a grid: orders down the left, days across the top. Each cell shows what an order needs on that day and who's been allocated to it. (The board can also pivot so that rows are people or machines — see Views, Scales & Layouts.)

The date window

The toolbar reads left to right as where · when · how · do: the axis tabs (Orders / Workers / Assets), the date navigation, the View menu, Refresh, and the actions — Resources and + New Order. Searching and filtering the order list live in the board's own rail rather than the toolbar (below). On a narrow screen the toolbar sheds labels progressively rather than overflowing.

• The View menu sets the column scale and the window length, along with the layout and what each row prints — its trigger shows the current answer, like Grid · Week. See Views, Scales & Layouts.
• Use the ‹ › arrows to page the window backwards and forwards, or pick a date directly.
• Today returns you to the window containing today, with today's column in view and highlighted. Week and month windows stay aligned so the period always reads naturally.
• Today's column is accented; days before today are tinted and read-only (see Forward-Only Planning); non-working days are lightly shaded. Which days count as working days comes from your account's scheduling settings, not a fixed Mon–Fri assumption.
• Stepping a single day at a time preserves your scroll position, so you don't lose your place in a long board.

The utilisation percentage under each day's header shows how much of that day's total demand across all visible orders has been filled. Workers or assets that have left the books (archived, inactive, or deleted) do not count toward the filled side, even if an old allocation still appears on the board for history. Utilisation is on by default at every scale and on every axis; turn it off in Fields, in the View menu.

Order rows

Each order row shows the order's identity at a glance:

• Order number and title. Use Edit order on the row or card to open the order builder in a dialog without leaving the board. + New Order in the toolbar opens the same builder to create an order. Full-page order links still work if you open an order from elsewhere.
• Client, project, location and current status — the status can be changed directly from the row for statuses that make sense to set from the board, and the row can be tinted by status so the board reads by state at a glance.
• Dates — the order's active range. Click the start or end date to jump the window straight to it.

If you save an order with no resource requirements, the dialog footer warns: No roles yet — the board hides orders with no demand unless you turn on “Show orders with no demand in range”.

Orders with no demand in the visible window are hidden by default. Turn on Show orders with no demand in range in the Filter menu to include orders that overlap the window but have no requirements yet, so you can still allocate to them. Orders with no start date are badged rather than dropped.

An order that still has allocations stays on the board even if you later shrink its start or end dates so those booked days sit outside the order's date range. You can still see and manage those bookings instead of losing the row.

If the board is empty it still renders the timeline with a hint about what to do next — page to another window, relax the filter, or create an order.

Searching, filtering, grouping and sorting

Search and Filter sit in the rail — the column header above the order list, next to the count (Orders · 22 of 34), because they narrow the rows already on the board. Card layout carries the same three in a header strip, since it has no rail.

• Search filters the order rows in the current window as you type. An ✕ in the field clears it.
• Filter — client, status, and the show-orders-with-no-demand toggle. The glyph carries a count of how many are on (the search term isn't counted — it's visible in the field). The panel's Clear resets the panel filters; the board's empty-state Clear resets everything, search included.
• Group and Sort live in the View menu, under Group & sort — group the rows by client, project or status with an optional second level, and sort by job number, name, start date or status in either direction. Groups collapse, and your collapsed groups are remembered between visits.

If you jump to an order that your current filters hide, the board tells you why rather than silently doing nothing.

Demand cards

Inside each day cell, every resource requirement shows as a card:

• The role or asset class being asked for, with its planned times (e.g. "Carpenter · 07:00–15:00"). A day whose times differ from the order's usual pattern is badged Retimed.
• The fill state — 2/4 means two allocated of four required. The colour tells you where it stands: neutral while nothing's allocated yet (demand isn't an error), green when exactly filled, amber when partially filled, red when over-allocated.
• The allocated chips — the workers/assets on that requirement for that day, in a stable canonical order. When more fit than the card can show, a +N chip holds the overflow; open it to see (and drag) the rest.
• + add — click to allocate without dragging; + pair on an operator requirement adds a worker and asset together.
• A ⋮ menu on the day cell for day-level edits — see Bulk Changes.

Below the requirement cards, a role-less lane holds allocations made without a specific requirement. You may also see a chip here marked Resource removed — still booked, no longer scheduled: the requirement it was filling has since been taken off the order, so the allocation is kept visible rather than hidden.

A chip whose actual shift time has drifted from the plan shows both times, with a one-click way to bring the plan back in line.

Loading and errors

Cells load in windows as you navigate, and stay cached as you page back and forth. If a load fails, the affected cells show an error with a Retry so you can reload just those cells, and the Refresh button in the toolbar reloads the whole window.