Single Unassigned Activity

When a single unassigned activity is selected, these actions are executed:

  • The Gantt chart displays the planned times (if applicable based on the origin) of the selected activity. Select the Freeze Gantt Scale option to disable this action.
  • The first and second rows display the activity constraints (as applicable) for the selected activity. See “Activity Constraints” section on page 17.
  • The Skills list is populated with the mandatory and optional skills required to execute the selected activity. Mandatory skills are displayed marked with Red asterisk (*).
  • The list of employees with the skills required for the activity, is populated in the Gantt chart.
  • The Show Available Resources option enables you to see the list of employees available to execute the activity during the planned time.
  • The Ignore Skills & Available Resources enables to view all employees ignoring the skills and the available resources features.

The workbench planning is based on the calendar information. However, in some cases, planning can be done without the calendar. Use the Ignore Calendar option to ignore the calendar and assign the task during the employee’s non-availability time.

Assigning an activity to an employee:

  1. Plan based on the availability of the employee: Check when the employee can visit the customer. Drag the selected unassigned activity from the grid to the Gantt chart and assign the activity to the required employee. The activity’s planned start and finish time are modified.
  2. Plan based on the requested time for the activity: Check if an employee is available for the requested date/time. Select the employee(s) from the Gantt and link to the selected activity’s order number or activity number columns of the activity or the employee column in the grid, using the drag-and-drop option. The order number and the related unassigned activities for the order are assigned to the employee. You can also drag the activities in the grid to the Gantt, to be assigned to an employee.
Note: You can select multiple employees, if the activity must be shared. You can select multiple activities/operations to be assigned to a single employee.