Allocate Resource Time Using Quick Schedule

You can go to the Time tab to allocate resource time directly.

If you are using an Allocated Resources job costing type, you can allocate resource time to a task directly on the Time tab.

To allocate resource time using Quick Schedule, complete the following steps:

  1. Access the Financials page Time tab:
    1. Click Menu > Jobs > Job Search.
    2. Use the Job Search page filters to search for a job.
    3. In the Job Search grid Job # column, hover over the job number, then click to display the Financials page.
    4. Click the Time tab.
  2. 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.
    Attention: If you update items on the page, this option is disabled until you click Update.
  3. In the Quick Schedule pop-up, select the resource and enter the date and time information.
  4. Click Update Schedule.