Projects

Technician Allocation - Technician Projects

The Technicians' Project section lists all the technicians. Technicians are employees who are configured as technicians within the system

1. The Technician Allocation screen will be displayed.
2. The screen is divided into two panels;
   • The left panel is the Unallocated Projects. A list of all the unassigned work orders is displayed in this panel.
   • The right panel is the Technicians' Projects. This panel will list the and their Availability Status . Refer to Technicians - Set Up to set up the Technicians for projects.
3. Set the Date Range for the projects you wish to view.
• Type in or click on the down arrow to set the date range using the calendar function.
4. Click on Refresh.
5. The projects that fall within the selected date range will be displayed in the Unallocated Projects frame.

View Project(s) Assigned

6. Click on the expand button of the Technician you wish to view.
7. The Assigned Projects sub grid will be displayed, listing the Project Reference Numbers linked to the Technician..

View Total Quantity of Parts Requested Per Project

1. Use the scroll bar at the bottom of the Assigned Projects sub grid to scroll until you can view the Parts Count column.
2. Here you can view the quantity of individual parts/items requested for all the underlying work orders linked to a project.

Reassign a Project to Another Technician

• Select the technician you want the project to be reassigned from.
• Click on the Expand icon.

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• The Assigned Projects screen will be displayed.
• Select the project(s) you want to reassign in the Assigned Projects sub grid.
1. Click anywhere on the selected line(s), drag the project(s) and
2. drop to the technician you want the project(s) reassigned to.

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• The Assigned Projects sub grid will close.