Assigning work

You use the Gantt view to assign upcoming work to labor and crews based on their availability.

About this task

Assignments typically originate from a job plan, but can be added to work records at any time. Job plans specify the crafts and crew types that are required to do the work. When applied to a work record, the work plan contains these work requirements, which you can then assign out to labor or crews.

The resource chart in the Gantt view displays labor and crew availability as it is defined in the Calendars application, where you can define calendar, shift, and break information. Non-work time appears in the Gantt view as a shaded area on the resource table. The Gantt view also shows the modified availability of the resources, including overtime, sick, and vacation time.

Procedure

  1. On the Gantt View tab, select the work record that you want to assign in the Activity table. Open the assignment node to view its unassigned work requirements, and labor or crew assignments.
  2. In the Activity chart, select the work record that you want to assign. An orange bar represents unassigned work.
    • Drag the work record to the resource that you want to assign it to in the resource chart.
    • In the Resource table, right-click on the labor or crew you want to assign it to. Select Assign To.
    When work is properly assigned, the bar that represents the assigned work is green. If you selected a resource that does not match the work requirements, the bar is red. If an appointment is required (in the work record application), an icon indicates that an appointment has not been made. Right-click on the assignment and choose Lock to set the appointment. Appointments that are locked cannot be rescheduled due to optimization or manual edits. To change the scheduled time manually, right-click on it and choose Unlock.
  3. Save the work list.


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