Assign tasks to crews

You can assign multiple tasks at a time, and view the upcoming availability of crews, from the Plan Shift page.

  1. On the Work Package Details page, click Plan Shift.
  2. On the Plan Shift page, enter the task information, or leave the fields blank and click Search to see a list of tasks.
  3. Select the tasks to be assigned to a crew.
  4. Click Assign Crew.

    The Assign Tasks to Crew page opens, displaying the following information:

    • Task Information: Displays selected tasks and important information to help you decide which crew to assign.

    • Total Selected Task Effort: Displays the number of labor hours for all the selected tasks.

    • Total Task Hours: The sum of the Work Performed Sched. Hours for all active labor rows.

    • Show Crew Details for the next Hours: To view upcoming crew availability, enter the number of hours to view and click Search.

    • Select a Crew: Select the crew to assign from the list.

  5. Select the crew to which you want to assign the tasks and click OK.

    The tasks are assigned to the crew, the Assign Tasks to Crew page closes, and you return to the Plan Shift page. The assigned tasks will appear on your Assigned to Your Crew tab.