Projects

Technician Allocation - Unallocated Projects

Unallocated projects are projects assigned to employees who are not configured as technicians.

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.

Allocate Single Project

6. In the Unallocated Projects frame, click in the row of the project you wish to allocate.
7. Click anywhere in the selected row and drag and drop the project to the Technician in the Technicians' Projects frame.

8. The Assigned Projects sub grid for the Technician will expand to display the allocated project.
9. Click on Cancel Unsaved Changes to return the project to the Unallocated Projects frame.
10. Click on Save Work Order to Projects.

11. The changes will be saved and the Assigned Projects sub grid will close.

    Note that the expand button, that was previously greyed out, is now available.

12. Click on Close to close the screen and to return to the Projects Listing screen.

Allocate Multiple Projects

1. In the Unallocated Projects frame, select each project you wish to allocate to a technician.
   • To select multi projects hold down the Ctrl key and use your mouse to click on the relevant projects.
2. Click anywhere on the selected project area and drag and drop the projects on the technician in the Technicians' Projects frame.

3. The Assigned Projects sub grid for the Technician will expand to display the allocated projects.
4. Click on Cancel Unsaved Changes to return the project to the Unallocated Projects frame.
5. Click on Save Work Order to Projects.

6. The changes will be saved and the Assigned Projects sub grid will close.

Note that the expand button, that was previously greyed out, is now available.

7. Click on Close to close the screen and return to the Project Listing screen.