: : Monitoring an Allocation Schedule

La liste des plannings des affectations est disponible depuis le menu Tableaux de bord > Main d’œuvre > Plannings > lancez une recherche.

Several actions are possible: You can:

Add an employee or assignment

  1. In the result list, click on . The Create the assignment dialog box is displayed.
  2. Enter the relevant project's information and assignment, then confirm.

Create an assignment from the selected line

  1. Right click on the line(s) of the result table and select Create based on the selected assignment.
  2. Enter the relevant project's information and assignment, then confirm.

Copy the selected assignments

  1. Right click on the line(s) of the result table and select Duplicate the selected assignments.
  2. Enter the lines time periods to be copied. A windows is displayed where the user can fill in the following fields:

Reassign the selected rows

  1. Right click on the line(s) of the result table and select Reassign the selected rows.
  2. Enter the assignment information and validate. This function allows you to modify the content of one or several components in the selected schedule lines, except the date and workload.

Retrieve the selected assignments

  1. Right click on the line and select Retrieve the selected assignments.
  2. Enter the information to postpone the schedule on X years, months, weeks, days or at a precise date and then confirm.

Transfer the assignments selected for the times

When you confirm, the times spent are automatically created from the schedule lines. The relevant scheduled lines can be automatically destroyed if the user wants it to. This operation is recommended to avoid the creation of the same time lines several times. Prior to any transfer, a confirmation is needed.

Delete the schedule assignment

Validate/Unvalidate the selected assignments

View the schedule history