Hi,
I’m looking for insights on how to achieve the implementation of the following app. So far I have spend a couple of days exploring and reading the documentation. I wish I could look at how the CRM/Case management apps were implemented to better understand the possibilities offered by the platform, however using https://latest.cortezaproject.org/ it appears we don’t have admin access to look at technical details. I’m missing examples to be able to figure out by myself.
Short description of targeted app
This is a team schedule/capacity planning. Basically, I want to have a list of Employees, a list of Projects, and define how to allocate Employees to Projects given a percentage of allocation (20%; 40%; 100% of Employee time
At the end, being able to report of free times/allocated times is key
Looking at Corteza, it will be very simple to setup the whole data model and the lists/forms.
Looking at Automations, I wonder how I will be able to write the necessary scripts that will generate the employee allocations based on the allocation definitions that will be provided by the user.
I would greatly appreciate your help.
Thank you!
By the way I’m on version 2024.9