Project Assignments

Project Assignments

This screen is a list of your projects.  You can adjust the columns and filters for this screen and save the view with a name.  To learn more about views go to the article on VIEWS.

Searching

You can search through various parts of the screen:
Resource Search:  This will filter the RESOURCES list by partial match of the name.
Skills Search:  This will filter the RESOURCES list by partial match in the Skills field of the resources.
Project Search:  This will filter the right grid by partial match of the job name.

Finding Assignments

You can see all the assignments (past and future) for a job by clicking the SELECT box on the left.  This will open a sub grid showing details for all the assignments.

You can sort, filter and adjust the columns in this view as well.

Creating Assignments

You can drag the resource from the list on the left onto the open sub grid for a job.  This will add an assignment for that person to the job.

Double clicking the assignment will display the EDIT dialog box for the assignment.

Note: The sub grid has to be open before you can drag the resource onto the job.

View/Edit Job Settings

Double click on a job to open the EDIT dialog box.  This will show:
  1. Data coming from the ERP system such as job name, address, cost center, etc.
  2. Custom job settings that you can edit: 
    1. Estimated Start/Finish
    2. Must Start/Finish On Settings
    3. Custom Workweek
    4. Custom Start/Finish Times

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