Agent Type 80 - Notification: Tasks with Not Fully Booked Capacity Needs

Use Agent Type 80 - Notification: Tasks with Not Fully Booked Capacity Needs to send a follow-up notification to Project Managers when a resource is assigned to a task but has not met their full booking capacity on the task. For example, if a resource is assigned to a task for 10 hours, but is booked for only 4 hours due to lack of capacity, the notification shows that the resource has 6 hours that are not scheduled.

Prerequisites

This agent requires Notification: Tasks with Not Fully Booked Capacity Needs to be enabled at the following location: Settings > Advanced Tools > Conversation & Notification Setup.

Columns

The notification contains the following columns:

Field Description
Job No. The job ID of the job that contains the task.
Job Name The job the contains the task.
Task No. The task number.
Task Name The name of the task.
Deadline The deadline for the task.
Start Date The date on which the task is scheduled to start.
Resource The resource that requires more hours to be scheduled on the task to be considered fully booked.
Required The required number of booked hours for the resource to be considered fully booked.
Time Entry The number of hours that the resource has entered the resource's time card.
Hours Not Scheduled The total number of hours to be scheduled on the task for the resource to be considered fully booked.
Client The client for which the job was created.
Task Responsible The employee who is responsible for the task as defined on the Basic Settings tab on the task card.
Project Manager The Project Manager who is assigned to the job.
Production Manager The Production Manager who is assigned to the job.
Assigned To The resource to whom the task is assigned.
Progress The progress status of the task as defined on the Basic Settings tab on the task card.
Tags Any tags that are assigned to the task.