Fill a Request

Fill a Resource Request from the Assignment Gantt (Beta)

Tip

Use Smart Bench to suggest resources based on how well their tags, distance, availability, and job title match the request.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Select the request.

    • On the list, right click the request or the request bar and click Edit Request.

    • Hover over the request in the list and click the vertical ellipsis Icon Ellipsis Vertical, then select Edit Request.

    • Right click the request or the request bar and click Edit Request.

  4. Under 'Resource' select a resource.
    Note: Equipment listed is from the company's Equipment register.

  5. Click Update to assign the resource to the assignment.