This solutions article will cover using scheduling and the work breakdown structure. 


TABLE OF CONTENTS


Drag and Drop Resource Scheduling


Dispatchers, planners or managers can now schedule job resources by dragging and dropping labor and equipment types on a planning calendar.  It is possible to add resource types, assign specific workers and pieces of equipment, and make changes using the drag and drop interface. 


Scheduling at the Job Level


1. Open a job and go to the "SCHEDULE" tab

2. On the Resource Types panel, select WORKERS

3. Drag a work type to the Full Job green bar or a task bar

  1. The work type is assigned to the job or task



4. Change the Resource Type to EQUIPMENT

5. Drag an equipment type to the Full Job green bar or a task bar

  1.  The equipment type is assigned to the job or task

6. Click on the DISPATCH button to go directly to the Dispatch screen to assign a specific worker or piece of equipment

7. To remove a resource, click on the X on the resource tile



8. If the DISPATCH button is not enabled, refresh the screen. 

Work Breakdown Structure Support


Project work breakdown structure can be added to a job.   The WBS hierarchy can originate from the ERP system or can be manually created in FieldVu Cloud.  The WBS sections can then have individual dates and resources based on the job needs. 


Manually Adding a WBS Phase


1. Open a job and go to the "SCHEDULE" tab

2. On the left panel, find the job bar and click the + symbol

3. A task bar will open called "New Task".

4. Double click the "New Task" bar and a window will popup to rename the task. 

5. Rename the task and click away from the window to save the change. 



6. After all tasks have been added, edit the start and end dates for the task. 

  1. Hover over the task, right click and select Edit event
  2. Edit the start and/or end date and "SAVE"
  3. The tasks can also be dragged to their start date



7. After all tasks have been edited for start and end dates, refresh the screen to put the tasks in chronological order from first to last. 

8. To delete a task, right click on the task name and select "Delete Row"


Scheduling View of All Resources for All Jobs

The Scheduling module shows all jobs and their resources in a single screen.  Labor and equipment resources can be assigned and scheduled on the screen.


Assigning Resources


1. From the main menu, select Scheduling

  1. Enter the Branch, Starts On, Days and Customer selections as needed
  2. Find or search for the job to schedule as needed

2. Jobs are blue bars with the start and end dates

  1. Assigned resources are green bars
  2. Unassigned resources are orange bars
  3. Dispatched resources are gray bars

3. Click on a bar and the specific workers or pieces of equipment are available on the right panel

  1. Available resources are in white
  2. Scheduled resources are in orange

4. To assign a resource, drag a resource from the right panel to the task bar

  1. The resource is now assigned to the task and is displayed on the bar
  2. The bar will change colors to indicate a new status



5. To unassign a resource, drag a resource from the task bar to the right panel

6. The right panel shows the utilization of workers and equipment for the selected time period and branch.