The Batch feature is found on the Boards page and is used to make changes to Assignments that have already been created. Using this feature makes it much faster and simpler to update or edit information on multiple Assignments at once.   What kind of details can I edit with Batch?   Start times & end times Start date & end dates Assignment States Working days   To begin using the Batch feature, click on the button labeled Batch found in the top-left corner of the Boards page.  Next, click on the Configure button to enter the details that are going to be updated on the assignment within the configuration pop-up window.      Once you have entered all the details, click on the Set link and click on each of the assignment cards that you wish to apply these changes to. The cards that have been selected will turn blue. Next, click on the Apply Changes button located in the top right-hand side of the page.     Your assignment changes will now be updated, and the Batch tool will automatically deactivate.  

The projects on the Boards page can be listed in alphabetical order, by project number, start and end date, or by completion percentage.   Below are instructions on how you can sort your Boards page to your personal preference: Click the Sort Projects drop-down, located near the top-left of the page Select your preferred method of sorting, and the page will automatically update the list Name will sort the projects alphabetically  Project Number sorts the projects from low-to-high based on the project number Earliest Start Date puts them in chronological order based on the date the project is set to begin, while Latest Start Date reverses the order Earliest and Latest End Date are the same as start date, but are based on the projects' ending date Most Complete is based on the completion percentage set in the project's details page. The furthest along projects will be listed at the top. Projects without a completion percentage will revert to alphabetical order. Least Complete is also based on completion percentage, with lesser completed projects at the top of the list.   Quickly find a specific project by typing the project name or number in the search bar.

You can transfer a resource from one project to another using the same Drag and Drop process as creating assignments and filling requests.  Click and drag the desired resource from their old assignment into the new assignment field Enter the new assignment details, then click Save or Save & Alert Note: Dragging and dropping someone whose original assignment has not yet started will completely remove the previous assignment history from their profile, as well as the project history.           Transferring someone who has already begun their current assignment will change the end date to the day before their new assignment begins.

Creating manpower requests is an efficient way to let your team know that you need another resource on a particular job. When you're not sure exactly which resource you want, or you don't have the permission level to create assignments, then manpower requests are the way to go.   Below are instructions on how to create a manpower request:   From the Boards page, find the project that you need to make a request for. Click the 3 dots located on the right-hand side of the project's name. Select Create Request.   Enter the details of your manpower request, then click Save You do not have to enter a job title for a manpower request. Leave that section blank to create a generic request Scope of Work (optional): Whatever is typed here will populate into the assignment alert that is created upon fulfillment of the request Assignment Instructions (optional): Will be populated into the assignment alert Comments (optional): Will not be included in alerts. Only users given the permission to view comments will be able to see them.   Manpower requests will be displayed within the blue requests field of each project. Note: Even though the Boards page is a single-day view, any open manpower requests will always be shown.

There are two options to fill a request from the Boards page: the Profile icon and Drag and Drop.   Below are instructions on how to use each one:   Profile icon Locate the desired request in the project request field Click the profile icon to view the request details Use the Fill drop-down to select the desired resource Select the resource and make any necessary changes to the assignment details Click Save to fill the request and create the assignment, or click Save & Alert to notify the assignee    Drag and Drop Locate your desired resource within the Resource Bench Click+hold the resource card, drag it into the desired request card to the right, and release Make any necessary changes to the assignment details, then click Save or Save & Alert

The assignment details of a specific resource can be viewed directly from the Boards page.   Below are instructions on how to get started: From the Boards page, locate the desired assignment card Click the resource initials (or profile photo) on the left side of the card You can also view and edit the assignment details using the mini Gantt icon. Here's how: Find your desired resource and hover over the resource card or assignment card Click the mini Gantt icon Hover over the assignment color bar to preview the project, date range, and times of the assignment Click the assignment color bar to edit the assignment details

The Resource Bench is located on the left-hand side of the Boards page, and contains all of your active resources available for assignment.   With all of your resources in one place, you can apply filters and sort the list in order to quickly find the right resource applicable to a specific assignment.   Filtering   To apply a filter to your Resource Bench: Navigate to the Resource Bench and click the Gear icon This will populate a list of all the currently applied filters Click the funnel icon to begin selecting filters Then, select the desired filters and click Apply to activate them     To remove the selected filters, open the filters with the Gear icon, then click the Trashcan icon to remove all filters. Remove filters one at a time by clicking the X next to the filter name   Sorting   Sorting refers to the order in which the list is presented. The resources within your Resource Bench can be sorted by: Job Title - based on the hierarchy of job titles within your Settings page Name - sorted alphabetically from A-Z    To sort your Resource Bench, open the Sort Cards By drop-down, then make your selection and the bench will automatically refresh the list.   Now that you know how to narrow down your resources, learn how to: Fill a request  Create an assignment

With all of your Group's projects listed in one place, you can use filters on the Boards page to quickly narrow down the list. The filter choices for the Boards page include: Bid Rate  - enter a value to see projects with bid rates less than or equal to, greater than or equal to, or equal to the entered value Est. End Date - see projects with estimated end dates that fall on, or on or after a selected date Hide Empty Projects - remove projects from the page that do not currently have any resources assigned  Only Show - choose to only show Assignments or Requests on all projects Percent Complete - enter a value to see projects with completion precentages less than or equal to, greater than or equal to, or equal to the entered value Start Date - see projects with start dates that fall on or before, on, or on or after a selected date Tags - select tag(s) to show only the projects that hold them Any Custom Fields setup for projects     To add a filter to the Boards page: Click the funnel icon located in the top-left corner of the page Select the desired filter, then click the blue checkmark Now, add another filter or click the blue checkmark to apply the selected filter to the page To remove a single filter, click the X button within the bubble of the filter you would like to remove. Remove every currently applied filters by click the trashcan icon on the right-end of the filter line.