Allocating 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 Resources:

  1. Open the Dispatch Board window.

  2. Browse to the relevant service order and click Planning, Resource Allocations. The Resource Allocations window appears.

  3. Select the non-active allocation entry with the service task to which you want to allocate a resource.

If no non-active allocation entry exists, you need to press F3 to enter a new entry.

  1. In the Resource Group No. field, click the AssistButton to open the Resource Groups window. Browse to the relevant resource group and click OK to copy the resource group number to the field.

  2. Fill in the Allocation Date and Allocated Hours fields. For Help about a specific field, click the field and press F1.

The program automatically selects the Active option in the Status field.

Repeat steps 3 to 5 for each date that you want to allocate the resource group to the service task.


For a service item in a service order, there can only be Active allocation entries with one resource or resource group at a time.

Related Topics

Allocating Resources Using Resource Group Availability

Allocating Resources

Canceling Allocations

Reallocating Resources