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).

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. Select the project from the drop-down menu.

   • Category. Select the category.

   • Subcategory. Select the subcategory.

   • Labor. Select the assignee(s) from the drop-down menu.

   •  In Beta

     Equipment. Select equipment from the drop-down menu.

     To add equipment to assignments, your project must have the following configurations:

     • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

     • Equipment records must be added to your project. See Add or Remove Equipment from Projects.

     • Data sync must be enabled for projects. See What is data syncing for Resource Planning?

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

   • Start Date. Enter the date the work assignment starts.

   • End Date. Enter the date the work assignment ends.

   • Move the 'Set Assignment by Start Week and Duration' toggle to the ON position. Then enter the Start Time and End Time.
     OR
     Move the 'Set Assignment by Allocation' toggle to the ON position. Then enter the Percent Allocated for the request.

   • Work Days. Mark the checkbox for each work day for the request.

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

     1. Enter the 'Overtime Rates' per 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.

     2. Enter the Pay Split.

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. Click Create.