How to: Allocate Resource Groups
When you have created service orders or quotes, you can allocate resource groups, for example, groups of technicians, to perform the service tasks in the orders or quotes.
To allocate a resource group
In the Search box, enter Dispatch Board, and choose the related link.
Browse to the relevant service order.
On the Navigate tab, in the Planning group, choose Resource Allocations. The Resource Allocations window opens.
Select the nonactive allocation entry with the service task to which you want to allocate a resource.
If there is no nonactive allocation entry, you need to create one. On the Home tab, in the New group, choose New.
In the Resource No. field, choose the relevant resource group.
If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.
Fill in the Allocation Date and Allocated Hours fields.
The status of the resource allocation is automatically updated to be Active.
Repeat these steps for each date that you want to allocate the resource group to the service task.
Note
For a service item in a service order, there can only be Active allocation entries with one resource or resource group at a time.
See Also
Tasks
How to: Allocate Resources by Using Resource Group Availability
How to: Allocate Resources by Using the Dispatch Board
How to: Cancel Allocations
How to: Reallocate Resources by Using the Dispatch Board