Edit Resource Time Using Quick Schedule
You can edit resource time directly on the Time tab.
If you are using an Allocated Resources job costing type, you can edit existing resource time directly on the Time tab.
To edit resource time using Quick Schedule, complete the following steps:
-
Access the Financials page
Time tab:
- Click .
- Use the Job Search page filters to search for a job.
- In the Job Search grid Job # column, hover over the job number, then click to display the Financials page.
- Click the Time tab.
-
Click
<#>% in the last column on the grid. This field displays
0% if no time is already allocated; otherwise. it displays the percentage of time already allocated.
Note: If you update items on the page, this option is disabled until you click Update.
-
In the
Quick Schedule pop-up:
- To increase hours for an existing allocation, select the same employee in the Staff Allocation field, then add additional hours.
- To reduce hours for an existing resource, click next to the employee line to remove the existing allocation hours, then use the Staff Allocation field to select the same employee. Use the Allocation Length field to allocate time to him or her.
- Click Update Schedule.