Before planning an assignment out of a ticket, the ticket needs to be assigned to a project. If this precondition is not fulfilled, read here more about how to relate a ticket to a project.

Planning an assignment

After opening a ticket click on the action . You can then edit the following:

Allocate assignment: You can allocate the assignment either to a specific resource or move it into the worklist of a group. If necessary, select a "Grouping" from the list by clicking the button.
Work instructions: The title of the ticket will be used as the title of the assignment automatically. The title of assignment can be up to 33 characters long. You may have to change the title, if it is too long. A "target" specification of the required time in hours is not mandatory, but this information is helpful in order to plan a reasonable period of time and to create evaluations with target/actual comparisons afterwards. The content of the field "Work instruction" will be used in the field "Work instruction" within the assignment automatically.
Scheduling: Determine the beginning and the end of the assignment.

Finally, click on the action. A new window will open with the new assignment. Alternatively, you can click on the icon to save the assignment and return to the ticket automatically. The materials and machines added in the ticket are also assigned to the assignment.

Authorizations

Settings Tickets

Copy remark of ticket into commentary of the assignment: If this right has been activated, the remark of the ticket will be copied into the comment of the new assignment.
Origin of assignments´ work instruction: Depending on which option you choose, the corresponding text will be copied into the work instruction of the assignment.
Copy ticket deadline: The deadline of the ticket will be copied into the assignment automatically.