Review all resources on a contract

The weekly contract resource editor lets you coordinate labour and assets on the same contract. The daily Assignment Overview is a separate view.

Change a contract’s weekly resources

1. In single-week view, left-click the intended booking. If several bookings share the day, choose the correct one from the selector.
2. Check the customer/contract identity and week headings in the editor.
3. Click cells beside each resource to add or remove its dates in the draft.
4. Use the previous or next week arrows to move by a week.
5. Click Save to submit the draft. If removing the last booked slots triggers a warning, click Yes, save only after checking the result you intend.
6. Click Cancel to close without saving the draft.

Add another resource to a contract

1. Click Add Resource in the weekly editor.
2. Filter with Labour or Asset, then use Search resources to find the resource.
3. Click the resource rows to select or deselect them and click Add Resources.
4. Check the added rows and select their intended date cells.
5. Click the weekly editor's Save to persist the assignment changes.

Inspect one day’s allocation

1. In the weekly contract editor, click the required day's date heading.
2. Check the date in the opened Assignment Overview.
3. Use its purpose/start-time fields or Print for that selected day. Use cancellation from a date onwards when you intend to remove future work rather than toggle individual weekly cells.

FAQ