Assignments

Assignments

This page is where users can make and send out long-term assignments only. For making short-term assignments, navigate to Scheduling>Daily Scheduling.

• Learn about it, here: Daily Scheduling

• Users can Create, View, and Send  Job Detail Assignments in Resource Planning.

• Select ‘Jobs’ from the top navigation bar on the main page. 

• Select a Jobsite and navigate to the Assignments page under Job Detail.

• Scroll to the right to view more details on each Assignment.

To Create a Job Assignment

• Select the ‘Add New’ button or the drop down arrow, ‘Add From Template’

• Fill the following detail categories and select ‘Save Changes.’

• Resource Type

• Assigned Resource

  • Search on the Map with the ‘Find’ button.

    • View a detailed map on Employees and their Jobs.

    • These views can be configured in Permissions. 

      • Read about it, here: Permissions

    • Select ‘Assign & Close’

• Primary Category

• Additional Categories

  • Option to add multiple categories.

• Job Status

  • Opportunity/Job

• Site Name

• Jobsite Phases

  • Option to add multiple phases with the ‘+’ button and drop down menu

  • Option to add Allocation %, start/end times and duration of phase

• Schedule

  • The drop-down menu shows standard time frame schedules.

• Notes

  • These notes will appear in the Employee Slideouts in Daily Scheduling and Gantts.

    • Read more about Employee Slideouts, here: Employee Slideouts
      
      

• Note: General Labor Types allow admins to assign anyone in that section without a scheduled forecast.
  
  

To Send An Assignment

• Select the ‘Send’ button.

• A modal to ‘Notify Employees of Schedule Updates’ options will include:

  • ‘Send to employees not notified’ yet OR ‘Send to all employees’ buttons.

  • Option to send via ‘Email’ or ‘Text Message’

    • Learn how to set up consent to SMS Schedule Notifications, here: Users

• Search/Select the employees to be notified with the checkboxes.

• Create a message and select a send option such as:

  • Now

  • Tomorrow morning (8am)

  • Tomorrow afternoon (1pm)

  • Custom

• Select, ‘Send.’