How to allocate work from a Schedule - TO BE DELETED
The manager can allocate work from the Assignment Schedule window. Changes are made in the Allocations window and are reflected in the Employee Planner.
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Find the Assignment.
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The Client's Assignment Details page appears.
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Click the Schedule tab.
The Schedule page for the Client appears.
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Select the Schedule you want from the drop-down menu.
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Select the stage that you want to allocate resources to.
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Click Allocations under Schedules in the Task Bar.
The Allocations window appears.
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Click the ellipses button in the Allocations window.
The Find Employee window appears. -
Find the Employee.
The employee's name appears in the Employee Name field.Type the staff member's name or the first 3 or 4 letters of their name in the Search for field. Click the Search button.
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Press the [Tab] key.
The remaining fields in the Allocations window dynamically update.
Note: if the employee's category does not exist in the stage, the Stage Category won't be displayed for the employee.
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Modify the Hours Allocated if necessary.
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Modify the Due Start date if it is not the expected start date of the task.
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Press the [Tab] key (or the [Enter] key) until the employee's details appear below the line you are currently in.
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Repeat steps 5 to 10 until all the work is allocated.
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Close the Allocations window by clicking the close button in the top right hand corner of the window.
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Close the Schedule window by clicking OK.