The interactive slot search allows you to easily and effectively assign assignments to a resource. For each assignment, you can see which resource can work on the assignment the fastest. If a resource has time to complete an assignment, a free slot is displayed for it. In addition, you can see how long the individual resources need to complete the assignment and when the assignment is expected to be finished. This way, you can distribute your assignments among your resources in a time-saving manner.

In order for an assignment to be visible in the interactive slot search, the target hours must be entered.

The target hours are not a mandatory field marked with *.

Furthermore, the assignment must be in the worklist and not already assigned to a resource. In addition, it can be helpful to activate the "Automatic update of the planning board" function. To activate this, click on under "Display" on the left side of the planning board. For more setting options that can give you a better overview, read Navigation in the Planning Board and Filtering the Planning Board.

Activation

To be able to activate the slot search, you must display the worklist first with . You can then switch the interactive slot search on or off with the checkbox of the same name.

If the interactive slot search is activated, you cannot edit resources, assignments etc. or filter the planning board.

You can make the following settings in the interactive slot search:

Start: Here you can specify from which day forward to search for free slots.

If you do not want all resources to be displayed, you can filter the resources. A resource will then only appear in the interactive slot search, if its details match the details in the assignment info. You can consider the following information in your search for free slots:

Flags
Group
Main group
Skills

Color delimitation

The free slots that are displayed to you vary in color. You can define which colors are used in the user settings. You can for example use colors to highlight how far the resource would have to travel to the assignment. The divisions of the colors can look like this:

Red: The assignment is far away.
Yellow: The assignment is a little closer.
Green: The assignment is very close.

A gray slot always means that information are missing. For example, if no address is in the resource info, the distance to the assignment cannot be calculated. Resources that cannot complete the assignment in one working day due to e.g. too far travel distances will not be displayed to you.

Information

When you hover over a free slot, various information are displayed.

Outward/ return journey: The distance the resource would have to travel to or away from the assignment and the respective estimated duration.
Bee-line or Google Maps: Tells you whether the outward/return journey is calculated using Google Maps routing or via bee-line. Google Maps routing is used up to a fixed number of kilometers. You can change the kilometer limit in the user settings.
StartIst/ EndIst: Shows you at what time the assignment for the resource would start/ end. Travel times are taken into account.
Work start/end: Tells you when the resource is expected to start or finish work.

To assign an assignment to a resource, you must select the desired free slot and right-click to select "Use free slot".