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Review a daily Assignment Overview

Updated on First published Approx. 2 min read

Assignment Overview shows one date's contract and assigned resources. It is useful when you need the people, equipment and site instructions together.

Review the selected day’s overview

  1. Right-click the booking on the required day and choose Assignment Overview.
  2. Check the date at the top and the contract identity before editing.
  3. Read the equipment, workforce and hire-desk information. Click a details section to open the shared contract details panel when available.
  4. Find the resource card you need. Change Assignment purpose or Start Time, then click Save at the bottom to persist the overview edits.
  5. Close with the cross when finished.

In the contract's weekly resource editor, click a date heading to open that day's overview. Additional-resource details on a detailed booking also provide a route to the daily overview. Check its date after opening.

Open a resource’s message

  1. Open the daily overview and find the intended resource card.
  2. Click Message on its unchanged card. If you changed its purpose or start time, click Save and Message instead to save before opening the message. Correct an invalid time to HH:MM before submitting.
  3. Check the resource, date and instructions in the opened message. See copy or share the message.

Print the day’s assignment or save a PDF

  1. Open the overview and check the selected date.
  2. Click Print.
  3. Use the browser's print dialogue to choose a printer or PDF destination and finish printing.

FAQ

How do I open the correct day's overview?

Right-click the required booking date and choose Assignment Overview. Check the date and contract before editing and saving. See review the selected day’s overview for the steps.

How do I open a resource's message?

Choose Message on an unchanged card, or Save and Message after edits. Correct invalid times before submitting. See open a resource’s message for the steps.

How do I print the day's assignment or save a PDF?

Use Print in the selected day’s overview, then the browser print dialogue. The PDF covers that day’s information and does not bundle attachments. See print the day’s assignment or save a PDF for the steps.