Edit Team Assignments

You can set the day's Team Assignments directly from the Calendar. If you're working from a Resource view on the Calendar, it's easy to see which of the day's Jobs are not yet assigned. While you can't dispatch the work from the Calendar, you can assign Teams to make sure work is evenly dispersed by Resource. 

To set Team Assignments, use the following steps:

  1. Go to Scheduling > Calendar.
  2. Click More
  3. Select "Assign Teams". 

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  4. Drag Unassigned Resources from the left onto Teams on the right. Continue moving Resources as needed.

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  5. Select a different date if you would like to update Team Assignments for a different date.

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  6. This overlay saves automatically. Click the "X" in the upper right corner to close when finished.

 

 

Note: Team Assignments made on the Calendar only affect the day in the current view. For example, if the date is 7/13 the change will only go into effect on 7/13.  You can make Team assignments for any date as long as you specify it in the "Date" field.

 

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