Assign a Job's Resources

Follow these steps to assign resources to a job. Employees and pieces of equipment are considered resources; both or either resource type can be assigned to jobs.

  • Navigate to Resource Scheduling > Data Entry > Schedule Employees and Equipment.
  • Select a Resource type: Employees or Equipment.
  • On the Resource listbox, select the employee or equipment code you wish to assign.
  • On the Jobs listbox, select the desired job you wish to assign the resource to.
  • Specify an assignment start date and time and end date that the resource will be assigned to the job.
  • Click the Assign button.
  • Once a resource is assigned to a job, the 'Assigned' column will reflect the change in the assignment. Click the Details button to view all resources assigned to this job and edit any assignments.
  • When all resources have been assigned to the job, save and close this screen.