Assigning multiple work records to multiple labor codes

You can use the Assignment Manager application to assign and schedule a group of work records to a group of labor records, or labor codes, in bulk.

About this task

You can assign multiple work records to a team of laborers in order to increase efficiency. For example, if you have several unplanned jobs you can schedule a group of unassigned people to complete them all. Assigning multiple work records to a team of laborers creates an ad hoc team, because all selected labor people work on all selected jobs together.

Procedure

  1. In the Assignment Manager application, select the work records you want to assign to your labor team.
  2. In the Work List table, select the records you want to assign out. Only work records with no status and with no craft associated with them can be assigned to more than one labor record at a time.
  3. In the Labor List table, select the labor records to whom you want to assign the work.
  4. Click Assign Labor. The work is assigned at the earliest possible date to all selected labor records. Or, to assign the work to be done on a certain day, click the date in the row for one of the labor records. If all selected labor records are not scheduled that day, the work is assigned to them on the next scheduled work day.
  5. Click Save.
    The work records are updated to reflect the new assignments. If you specify labor it is assigned for the duration of the work. If no duration exists, the labor is assigned for one hour.