Resource Manager
14 guides
Navigate Asset and Labour Schedulers
Open Asset Scheduler for plant and equipment or Labour Scheduler for people. Both sit under Resource Manager.
Add labour and assets
Add people in Labour Scheduler and equipment in Asset Scheduler. Check existing resources before creating new ones.
Edit resource details and internal notes
Find the resource and open its header menu. Choose Edit Worker or Edit Asset.
Remove and restore scheduler resources
Use Remove from Scheduler when a resource should leave the active scheduler.
Create an assignment
Have the customer, contract and resource ready, or create the customer and contract through the booking selector.
Review conflicts and multiple bookings
A resource can have several bookings on one day. Review each conflict before confirming a new assignment.
Change assignment dates or remove booked slots
Open the existing assignment from its scheduler booking and check the contract.
Set assignment resources, labels and times
Open the assignment form or Assignment Overview for the required contract and day.
Review a daily Assignment Overview
Review one day’s contract details, labels and resource times, share messages and print its overview.
Copy or share an Assignment Message
Open Assignment Message from a booking's menu or Assignment Overview.
Review all resources on a contract
Use the contract scheduler pop-up to inspect its work together rather than finding each row separately.
Use Custom, Hire Contract and Invoice labels
Choose the scheduler status view that answers your current question.
Arrange scheduler rows and sticker details
Open the scheduler layout menu to adjust booking and resource presentation.
View or create an invoice from the scheduler
With Invoice Manager available, choose Invoice as the scheduler display source for visible booked work.