Creating work lists

You create a list of upcoming work that needs to be assigned, assign it to labor and crews based on their skills and availability, and apply a street-level route. Work lists can be updated or deleted only by the user who created them.

Procedure

  1. In the Graphical Assignments application, in the Work List tab, create a new work list.
  2. Enter a name for the work list and specify calendar and shift information for when the work is to be performed. The labor and crew resources that work during those shifts populate the resource table in the Gantt view.
  3. Create a query based on the work records that you want to include in your work list. Resources that are required to complete the work are included in the Gantt view automatically. You can also create a work list based on an existing schedule in the Scheduler application. From the Select Action menu, select Create Work List from Schedule, and then select the schedule in the Select Schedule Project window.
  4. Apply the street-level route and save the work list.


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