Allocating Resources Using Resource Availability

When you have created service orders or quotes, you can make use of resource availability to allocate resources (for example, technicians) to perform the service tasks in the orders or quotes.

To Allocate Resources Using Resource Availability:

  1. Open the Dispatch Board window.

  2. Browse to the relevant service order. Click Planning, Resource Allocations.

  3. Select the entry with the service task to which you want to allocate a resource, and then click Planning, Resource Availability.

  4. In the Res. Availability (Service) window, select a resource you want to allocate. You can base your selection on whether the resource is skilled for the task, whether it is located in the customer zone or whether it is preferred by the customer (or all three).

  5. Select a date on which the resource has enough available hours for the task and which is close to the response date of the service order.

  6. In the Quantity to Allocate field, enter the number of hours you want to allocate the resource to the service task for.

  7. Click Allocate to allocate the selected resource on the selected date. The program automatically returns to the Resource Allocations window.

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

Repeat steps 3 to 7 for each date that you want to allocate the resource 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

Allocating Resources Using Resource Group Availability

Adding Resource Capacity

Assigning Skill Codes to Resources

Assigning Service Zones to Resources