Scheduling of an assignment

In the "Scheduling" section, under "Start of work", select the date and time when the assignment will start on site. The "End of work" must also be specified. If you tick the boxes "Start fixed" or "End fixed" to make these times unchangeable, the assignment can no longer be moved horizontally (i.e. on the time axis) in the planning board. The marking "Provisional" identifies a planned assignment whose scheduling has yet to be confirmed.

In the field "Working time per day (h)" you enter the daily working time that should or may be spent on the assignment. If the assignment is also to be carried out during the weekend (for example, because Saturday or Sunday is a regular working day), select the appropriate option for "Weekend work". To schedule an assignment during a public holiday, select the checkbox for "Work on public holidays".

With "Lead time (days)" you can move the start of the assignment with the help of the "MoveAssignment-Tool". This only works if the Current Date + the Lead Time >= Assignment Start. If the field is 0, it is not taken into account.

Under "Specifications" at "Target" you can enter the target hours for the assignment.

Journey

In the "Journey" section under "Start of journey" you can specify the time at which the technician should leave for the assignment. At "End of assignment" you enter the time at which the technician is expected to have completed his return journey. Check the box "Continuation of journey" to indicate that the journey to the next assignment should take place after the end of this assignment.

Further data

In the section "Further data" you can make additional settings. With the degree of completion you can specify how much work of the assignment is already done. If the resource allocated to the assignment is also the chief technician in the project, then a appears. You can create a new grouping with

. Click on to choose a grouping from a list of already existing groupings. Delete a grouping with . If you want to see all the assignments that belong to the grouping, click on . Assign a colour to the assignment by entering a hexadecimal code for the desired colour or by choosing the colour manually. To delete the colour, click on . You can choose a random colour with . If you want a flag for your assignment, choose an already existing flag or create a new flag with . For the new flag you need to choose a name and a colour. Additionally you can also enter a translation of the flag name. If you want an icon for your assignment, choose an already existing icon or create a new one with . For the new icon you need to choose a name, HTML symbol code and a colour. Additionally you can enter a translation for the icon name.

You can control the visibility of the assignment in the planning board via the "Visible" field.

Target times

In the section "Target times" you select the extent to which the time shift of an assignment is possible. Here you define the date and time of the target limits. Select one of the following pairing types:

• without pairing: Set by default. The assignment can be shifted freely.

• from start: The assignment must not start before the start target date.

• until end: The assignment must be completed by the end target date.

• start to end: The assignment must be within the target date limits.

The target dates are displayed in the planning board as narrow bars. Use the button in the display options for manual operation of this view.

Save the assignment. The "Planned hours" display is then updated and compared with the assignment period you specified. The difference between target and planned hours is displayed.

Costs of assignment

You can enter the expenses under "Costs of assignment". To do this, open the expenses selection and select the respective expenses.

In the field "Overnight stay" you can also select or adjust the expenses in the expenses selection.