Allocation Manager

Allocation manager allows managers to view the amount of work each employee has for a given date range. Using the Allocation Manager, users select a date range and view unassigned work activities, which they then assign to various employees.

The unassigned work shows in the left column and the assigned work shows in the right column. The Assigned Work column shows each employee and the number of hours and activities assigned to them within the chosen date range.

Work orders, work order tasks, service requests, and inspections have an Effort field that is configurable at the template level. In the Assigned Work column, each employee has two numbers associated with their name: number of hours worked and number of work activities assigned. The number of hours comes from the Effort field.