Assigning work

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

About this task

Assignments typically originate from a job card, but can be added to work records at any time. Job cards specify the crafts and crew types that are essential to do the work.

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

You have filters that are applied for the work segments in the work view. Then, you can carry the filter results into the assignment view by clicking Enable Filtering from the Work View enable work filter icon.

Procedure

  1. On the Assignment View tab, select the orange bar representing the work record that you want to assign. Press the Shift key and click to select multiple records. Resources that match the requirements of the work exactly (both craft and skill) are shaded dark blue. Resources that partially match the requirements (craft only) are shaded light blue. A multiple skills icon indicates that the labor or crew possesses multiple skills. You can right-click on the resource and select View Craft/Skill to see all of its associated skills. 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 Labor. In the Available Labor window, select the labor or crew resource that you want to assign the work to. Click OK.
    • Right-click on the resource that you want to assign the work to. Select Assign Available Labor/Crew. The work is assigned to the selected resource based on their availability. It is split to accommodate shifts.
    • To assign only first or last level work records to a resource, you can use the Ctrl and Alt keys while you draw a border around the work you want to assign.
      • Press the Ctrl key and draw a border around the work to select only the first-level work records in the hierarchy. Right-click on a work segment for any selected work order and select Available Labor/Crew. Choose the labor or crew resource you want to assign the work to.
      • Press the Alt key and draw a border around the work to select only the last level work records in the hierarchy. Right-click on a work segment for any selected task and select Available Labor/Crew. Choose the labor or crew resource you want to assign the tasks to.
    Using keyboard keys, you can restrict where you can drag assignments. Press Shift while you drag to move tasks up and down on the Gantt view, locking the time. Press Alt while you drag to move tasks left to right, locking the labor, craft, or crew assignment.

    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 you double-booked a resource, the bar is yellow. Press Alt and click the bar to get work details, including an explanation of any assignment violations.

    1. If an appointment is essential (in the work record application), an icon indicates that an appointment is not 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.
  2. Save the work list.