Create Work Assignments

Explanation

This activity is used to create work assignments by the work coordinator. If the awarded work task demands certain work skills, the work coordinator has to create work assignments by allocating matching contractor resources. Otherwise, coordinator creates one or many free assignments which are sufficient enough to execute the work. Once the assignments are created, the work task is considered to be in in-progress stage.

Following options can be used to create work assignments on a work task coordinated by you from Subcontract Work Orders > Coordinate Work Lobby Page,Lobby Section for Work Awarded and selecting Coordinated By Me Counter to navigate to the work tasks.

Assign on the List page,

  1. Select one or more work task lines and choose Assign button to open the Assign Work Assistant. Respective resource requirements of the selected work task are listed on the Work Allocations table.
  2. Enter values to Assigned To, change the Allocated From if required and enter the required Allocated Hours. Now the Allocated To value is calculated.
  3. If No resource requirements are specified by the work task, then do a free assignment by choosing the New button and filling up Assigned To, Allocated From and Allocated Hours.

Assign on the Calendar

  1. Observe the work start and finish time of one or more work tasks that needs to create assignments and open the Work Assignment Calendarand adjust it for the same time durations as above work tasks.
  2. Identify a resource who is free during the same time duration and double click on the calendar slot. This opens up the Assign Work Assistant.
  3. The Work Allocations table retrieves and displays the valid work tasks of the selected time slot.
  4. Select the  Assign option for equired work task lines, change the Allocated From if required, enter the required Allocated Hours. Now the Allocated To value is calculated.

Optionally you can navigate to Work Task Details and create work assignments.

Prerequisites

System Effects