To allocate staff to a task:
- In the Jobs menu, select Jobs.
- On the Job Manager screen, drill down on the job number of the job you wish to allocate staff to.
- On the Job Overview screen, scroll to the Tasks section and click Staff Allocation. On the Staff Allocation screen, all staff currently allocated to the job are listed against each task in the job.
- On the Staff Allocation screen, review each task and then do any of the following, as required:
- In the Estimated Time field, type an estimated time (hr:min) for the completion of the task.
- Toggle on the Assigned? switch
on the same line as the name of each staff member you wish to allocate to the task.
- Allocate additional staff by selecting them from the + Add Staff drop-down list.
- In the Allocated Time field for each allocated staff member, type an estimated time (hr:min) for their work on the task. The total time allocated to all staff for the task must be the same as the Estimated Time value. The Allocated Time column is displayed only if Organisation Settings > Time Allocation is set to Staff.
- Save your changes.