Allocate Resources > Allocate Employees to Tasks

Once you have created your schedule you can allocate resources and assign hours to tasks. WorkBook will look at the dates the resource is required, the standard available hours, and the number of hours already booked. It will calculate whether there is enough capacity for the booking and indicate in red any hours that are not able to be booked for the period.

ALLOCATE EMPLOYEES TO TASKS

• In the jobs module > tasks sub-menu > go to the tasks tab

• Select the task > click on the booked resources button – a resource panel appears in the bottom of section of the screen

• In the resource column > add the resource/s to the task

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• In the booking field, add the number of hours required

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• Repeat to add more resources to that task

• Then repeat for all tasks on the timeline

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