Assignments

Job 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.

• Direct Link for navigating Daily Scheduling: Daily Scheduling

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

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

• Click on any Job. Navigate to the Assignments page under Job Detail on the left side panel.

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

To Create a Job Assignment

• Select the ‘Add New’ button and fill the following categories:

• Resource Type

• Assigned Resource (search with the ‘Find’ button)

• Primary Category

• Additional Categories (option to add multiple categories)

• Job Status

• Site Name

• Jobsite Phases (option to add multiple phases with the ‘+’ button)

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

• Schedule (below shows start and end times in a weekly time frame)

• Notes

• Select ‘Save Changes.’

• 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

  • Send to all employees

  • Email

  • Text Message

• Then there will be a list of Employee Names with related Jobs and Email users can manually select.

• Curate a message below in an email format with when to send options such as:

  • Now

  • Tomorrow morning (8am)

  • Tomorrow afternoon (1pm)

  • Custom

• Select, ‘Send.’