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Assigning Resources in Bulk
Jeffrey Guma avatar
Written by Jeffrey Guma
Updated over 2 years ago

Resources can be bulk selected and bulk assigned to tasks on the "Edit Shift Plan" screen. This guide explains how you can achieve it.

1. Click into the Planning Board and then select the "Edit Shift Plan" option by right clicking on the desired shift. (or just double clicking on a blank space on the shift).

Info!

A different screen will show up and in here, you will see the available people and equipment on the shift.

In here, you will see the scheduled tasks on the shift.

2. Select multiple resources (People) by holding down the Ctrl button while selecting the required resources. You will then be able to drag and drop the resources to the desired task.

3. Finally, you will be able to print the shift plan and the assigned resources will be shown in the report.

4. You can also assign resources in bulk by right clicking into the task, select Assign People or Assign Equipment then select multiple resources the task requires.

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