Set assignment resources, labels and times
An assignment purpose and start time describe a resource's work. They are separate from custom colour labels and recorded timesheet hours.
Add paired labour or assets
- In Create Assignment, click Add more resources.
- Use Labour or Asset to filter the selector and enter a name in Search resources.
- Click each intended resource row to select it; click it again to deselect it.
- Click Add Resources to add the selected resources to the assignment draft.
- On each resource card, enter Assignment purpose and optional Start Time in HH:MM format. Check each card separately; do not assume all resources share a time.
- Complete the dates and contract, then click Assign and resolve any conflicts.
For example, pair TH-04 with Alex Morgan, checking the asset and person's own instructions.
Replace or remove a draft resource
- Click the resource card's switch icon (Switch [name]) and select the replacement resource.
- To remove the card instead, click its bin (Remove [name]).
- Read the confirmation and click Remove. This removes that resource and its entered details from the assignment draft; it does not delete the resource itself.
Change a booked day’s purpose or start time
- Right-click the booking date and choose Assignment Overview.
- Find the correct resource card and change Assignment purpose or Start Time. A blank start time is allowed; a supplied time must use HH:MM.
- Click the overview's Save to persist the changes, or the card's Save and Message to save and open its updated message.
Use timesheets for recorded hours and Assignment Message for sharing the day's instructions.
FAQ
How do I add paired labour or assets while creating work?
Use Add more resources, select resources and Add Resources, then check each card’s purpose and optional start time before Assign. See add paired labour or assets for the steps.
How do I replace or remove a paired resource before assigning?
Use Switch [name] to replace it or Remove [name] and confirm to remove its draft card. The resource record itself is retained. See replace or remove a draft resource for the steps.
How do I change purpose or start time on a booked day?
Use the daily Assignment Overview and Save or Save and Message. A supplied start time uses HH:MM; this card has no end-time field. See change a booked day’s purpose or start time for the steps.
