Assign Resources
Assign your asset and labour resources onto contracts
Overview
There are two ways to create new assignments in the Scheduler:
Create assignment form
create longer-running assignments
assign more than one resource to the same contract
review conflicts before confirming the booking
enter assignment details in a more structured way
Clicking available dates on the multi-week Scheduler
This is the fastest way to assign a single resource to a contract when you want to make a quick booking directly from the Scheduler.
Before creating an assignment
the relevant Customer and Contract already exist (or are ready to be created)
the resource you want to assign is already available in the Scheduler
you are in the correct Scheduler view, either Asset Scheduler or Labour Scheduler
you have checked the intended booking dates carefully before saving
Important notes
The Create Assignment form can be opened from both the single-week and multi-week Scheduler views.
If you open the form from a date near where you want the booking to begin, you can still change the start date in the form before saving.
Always check the start and end dates before submitting the assignment to avoid booking the resource onto the wrong days.
If a resource is already booked on the selected date, the right-click option may show as New Assignment instead of Create Assignment.
The contract search allows you to search by Customer name, Contract number, Contract name, or site address.
If the required Contract does not yet exist, you can create a new Customer or Contract from within the selection process.
Create Assignment Sidebar
Use this method when you want more control over the booking or need to assign resources over a longer period.
Go to the Scheduler
Find the resource
Find the assignment start date
Right-click the cell
Click Create Assignment
Open the contract selector
Find the Contract
Select the Contract (or create new)
Choose the assignment dates
Add any additional resource (optional)
Review the assignment details
Click Assign
When to use it
The Create Assignment form is usually the better option when:
the booking runs over a longer period
more than one resource needs to be assigned
you want to review details before saving
you need to check for conflicts before confirming the booking
Multi-Week Scheduler
Use this method when you want to create a quick assignment directly from the Scheduler.
Go to the Multi-Week Scheduler
Find the resource you want to create an assignment for
Find the required dates
Click the available date slot
Select the Customer and Contract (or create a new one)
Confirm the assignment details
Save the assignment
When to use it
Clicking directly on available dates is usually the better option when:
you want to assign one resource quickly
the booking is straightforward
you already know which Contract the resource should be assigned to
Tips for avoiding mistakes
Double-check the resource before saving
Confirm the correct Contract has been selected
Check the start and end dates carefully
Review any conflicts shown by the system
Use the search bar to find Contracts more accurately
