Read the answers to some of the most common questions about this module.

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.

Schedule Equipment Moves

Follow these steps to schedule equipment moves using the Build feature on the Schedule Equipment Moves screen.

• Navigate to Resource Scheduling > Data Entry > Schedule Equipment Moves.
• Click the Build button. The Build Unassigned Equipment Moves window displays.
• Complete the fields in the Selections section as needed for the move and then click Continue.
• Select one or more items from the Unassigned moves listbox on the left and a mover from the Movers listbox on the right.
• Specify a start date and time.
• Click the Assign button.
• When all moves are assigned, click the Report button.
• Preview the listing to confirm the moves.

Unassign a Job's Resources

Follow these steps to unassign all of a job's resources (employee and equipment) for the selected date or date range.

• Navigate to Resource Scheduling > Data Entry > Schedule Employees and Equipment.
• On the Jobs listbox, select the desired job you wish to change. Click the Details button to view all resources assigned to the job.
• Specify a date range for the selected job.
• Click the Unassign button to remove all resources from the job for the specified date range.