Create
In BetaThis feature is in beta and available for customers using the Resource Planning tool.
This feature is in beta and available for customers using the Resource Planning tool.
TipYou can also create this by creating a copy of an existing item on the Assignments Gantt.
You can also create this by creating a copy of an existing item on the Assignments Gantt.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt (Beta).
On the list, right click the project, category or subcategory for the assignment and select New Request.
Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis
and select New Request.Fill out the 'Details' request information.
Job Title Needed. Select a Job Title from the drop-down menu.
Quantity. Select how many of these requests should be created.
Project. Select the project from the drop-down menu.
Category. Select the category.
Subcategory. Select the subcategory.
Fill out the 'Schedule' information.
Start Date. Enter the date the work assignment starts.
End Date. Enter the date the work assignment ends.
Move the 'Set Assignment by Start Week and Duration' toggle ON
. Then enter the Start Time and End Time.
OR
Move the 'Set Assignment by Allocation' toggle ON. Then enter the Percent Allocated for the request.Work Days. Mark the checkbox for each work day for the request.
Tags. Select tags from the drop-down menu.
Fill out the Additional Information. See Configure Custom Fields for Resource Planning.
Optional: Enter Scope of Work to describe the scope of work.
Optional: Enter Assignment Instructions to provide additional instructions.
Optional: Enter Comments.
Click Create.
TipClick the undo 
icon to undo an action. Click the redo 
icon redo a previously undone action.
Click the undo icon to undo an action. Click the redo icon redo a previously undone action.