Allocate work from the Team Schedule

Using the Team Schedule to allocate work in the same way as you would with the Pulse Scheduling Experience.

Overview

In addition to allocating teams to work from the job details page, schedulers can use the Team Schedule page.

The functionality available on the Team Schedule is the same as that in the Pulse Scheduling Experience, with the differences listed below.

Access the Team Schedule

To access the Team Schedule, do the following:

  • On the navigation menu, click Schedule > Team Schedule.

Deactivated teams are not visible in the Team Schedule.

View availability in the Team Schedule

The team schedule displays a list of teams, including the team’s resources and their availabilities using the following color code:

  • White: Available
  • Light Gray: Unavailable
  • Dark Gray: Not in this team

View the work list in the Team Schedule and allocate work

Click the Show List icon (arrow up) in the bottom right corner to display all available jobs in the work list.

Schedulers can easily assign jobs by dragging the desired job and dropping it onto the team or resource they want to allocate it to. The assigned job will be displayed on the selected team or resource.