Dispatch Board

Understanding the Dispatch Board

The Dispatch Board is a drag-and-drop scheduling tool used to assign Jobs or Job Phases to Resources (Employees, Crews, or Assets). Here, users can only create long-term assignments.

• Resources (left): Lists all employees, crews, and assets with details like role, category, or labor type. Search and filters help narrow results.

• Jobs/Phases (right): Displays all jobs (expandable into phases) with key details like job number and site.

• Assignment Grid (center): Shows current long-term assignments and allows users to drag and drop jobs/phases onto resources to create or update assignments.

Admins can make an assignment on this page and adjust start/end dates or turn off the setting that automatically assigns jobs for a year (In Admin>Settings). Instead, admins can assign the job to a week and then the user can drag it out longer than a week if desired.  

• The drop down on the right by the Send button has 3 visibility options:

  • Resource/Jobs

    • This selection shows resources  on the Left and jobs on the Right. Users can drag and pull resources directly onto the jobs.

      • Note: Notice the job and phase dates in the subtext under the resource name

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  • Jobs/Resources

    • This selection shows jobs on the Left and resources on the Right. Users can drag and drop jobs onto people.

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  • Resources/Unassigned Requests

    • This selection shows resources (on the right) that have not been assigned to any jobs with resources (job phases and groups) on the left.

    • This view is good for long-term assignments and for PM's to use by drag and dropping a person for a quick assign. 

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Key Behaviors:

• Assignments are flexible and not locked to phase dates.

• Past assignment dates cannot be edited.

• Date ranges depend on the selected time view (daily, weekly, monthly, yearly).

• Default assignment durations adjust based on the selected view (e.g., 5 days, 2 weeks, 1 month, or 1 quarter).

• Users can also view PTO requests and daily assignments.

  • Note: To change settings for viewings on this page, go to Admin > Organization> Settings. The lists of settings to Enable or Disable will affect how data is shown.