Resource Planning Gantt User Guide

Note: Users given assignments this way are also added to the project in the company's Directory.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).
   

   Tip

   To assign a resource, you can click the start date on the Gantt chart and drag to the end date.
   
   

   You can do this in either the Projects or Resources view.

3. On the list, right click the project, category or subcategory for the assignment and select New Assignment.
   Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis and select New Request.

4. Fill out the 'Details' information. Show/Hide Fields

   • Project. The project the assignment is for.

   • Category. The category.

   • Subcategory. The subcategory.

   • Labor. The people you are assigning.
     Note: If you select multiple people, it will create an assignment for each one.

   • Equipment. The equipment you are assigning.
     Note: If you select multiple pieces of equipment, it will create an assignment for each one.

5. Enter out the 'Schedule' information. Show/Hide Fields

   • Start Date. The date the work assignment starts.

   • End Date. The date the work assignment ends.

   • Time or Allocation.

     • Moving the 'Set Assignment by Start Week and Duration' toggle to the ON position allows you to enter the Start Time and End Time for the assignment.

       • Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON position.

         • Overtime Rates. The overtime rate for each day of the week.
           For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

         • Pay Split. How many hours a person must work to initiate overtime.

           • Overtime. After the standard wage, how many hours in a shift that are considered overtime.

           • Standard. How many hours in a shift are considered the standard wage.

           • Unpaid. How many hours in a shift are unpaid.
             

             Example

             • 12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.

             • 12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.

     • Moving the 'Set Assignment by Allocation' toggle to the ON position allows you to enter the Percent of the person's time that is Allocated for the request.

   • Work Days. A checkmark indicates a work day for the request.

   • Status. The assignment's status.

6. Fill out the Additional Information. See Configure Custom Fields for Resource Planning.

7. Optional: Enter Scope of Work to describe the scope of work.

8. Optional: Enter Assignment Instructions to provide additional instructions.

9. Optional: Enter Comments.

10. Create the Assignment.

    • Click Create to create the assignment.

    • Click Create and Alert to create the assignment and send an Assignment Alert to the assignee.