Long Term Scheduling Overview

Assignments

The assignments page shows a list of all of the long term assignments in the system.  Here you can search for each and every assignment ever made.  The default view will only show you the current and future, but that filter can be removed when needed. Users can also create new long term assignments on this page using the ‘Add New’ button.

Use this tab to:

• See who or what is assigned to each project

• Identify unassigned roles or equipment

• Review assignments by role, job, or phase

Each row represents a single assignment and includes:

• Resource type (employee or asset)

• Role or category

• Project (site name)

• Assigned person or equipment

• Assignment status (assigned or unassigned)

• Job number and phase

• Contact details and notes (if applicable)

Use filters to quickly find specific assignments or gaps that need to be filled. View and manage all system assignments. Use custom filters and views to streamline management.

Direct Link :  Assignments & Requests

Resource Allocation Gantt

View and manage resource allocations. Use custom filters and views to streamline management. Find ‘Scheduling’ from the top navigation bar and select ‘Resource Allocation Gantt’ from the drop down menu.

• Top Panel: 

  • Shows the total allocation for each resource

  • Selecting a Resource will filter the bottom panel to the detailed assignments for that resource

• Bottom Panel

  • Shows the detail assignments for all resources and can be filtered down to a specific resource's assignments

  • Bottom right pane will allow you to Add or Edit new assignments by right clicking

• Indicators:

  • Full bars: 100% allocated.

  • Partial bars: Under-allocated.

  • Red bars: Over-allocated.

Direct Link: Resource Allocation Gantt

Job Gantt

• Focused on job and phase durations. Use custom filters and views to streamline management. 

• Top Panel:

  • Shows all Opportunities and Jobs

    • These can be opened to see the construction phases assigned to them

  • If a Opportunity/Job/Phase is selected, the bottom panel will be filtered to only show the resources assigned to that Opportunity/Job/Phase.

• Bottom Panel:

  • Shows the resources that are assigned to the selected Opportunity/Job/Phas in the top panel.

  • Bottom right pane will allow you to Add or Edit new assignments by right clicking

Direct Link :  Job Gantt

Sending Schedule Notifications

• Users can notify employees of upcoming Long-Term Assignments from Jobs > Jobs List > Assignments.

  • Direct Link: Send An Assignment

• Users can also Notify Employees of Long-Term Schedule Updates by selecting Scheduling > Assignments>Send Button. A box with sending options will appear.

  • Direct Link: Send a Schedule Update