You use the Assignment view to assign upcoming work to repair facilities based on their availability.
About this task
The Assignment view displays the availability of your repair facilities. Unavailable time appears in the Gantt view as a shaded
area on the resource table.
Procedure
- On the Assignment View tab, select
the work record that you want to assign. An orange bar represents
unassigned work. You can assign work by using one of the following
methods:
- Drag the work record to the resource that you want to assign
it to in the resource chart.
- Right-click on the bar representing the work that you want
to assign. Select Available Location. In the Available
Location window, select the labor or crew resource that
you want to assign the work to. Click OK.
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.
- Save the work list.