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Resource Management Gantt

Resource Management Gantt

Owned by Shane Hullinger
Last updated: Jul 11, 2024 by Maximus Hullinger
4 min read

On the Resource Management page, the user is presented with a Gantt/calendar on the right side of the page.

The Gantt view can be switched between day, week, or month views.

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The date and date ranges can be changed based on the Gantt view selected.

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Users can Collapse or Expand groups and off hours using the respective buttons on the Gantt toolbar.

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Hover over Schedule Items to see the details.

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Work Orders cannot be edited or deleted.

Add Schedule

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Work Scheduler.

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  3. Open the Menu.

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  4. Click Resource Management.

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  5. Click on the time block for a crew you want to add a new schedule for.

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  6. Fill out the data entry fields as necessary.

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  • Crew ID: Autofilled with the name of the Crew selected for the event to be scheduled.

  • Worker: The names or IDs of multiple Workers assigned to the task.

    • Multiple Workers can be scheduled at one time. A Schedule Item is created for each of the selected Records.

  • Equipment: The list or ID of equipment assigned for use in the task.

    • Multiple Equipment items can be scheduled at one time. A Schedule Item is created for each of the selected Records.

  • Name: A short, descriptive name for the task.

  • Description: A detailed description of the task to be performed.

  • Ignore Conflicts (Y/N): A checkbox to indicate whether to ignore scheduling conflicts.

  • URL: A link to any relevant external resources or documents.

  • Attachment: Option to attach any relevant files or documents.

  • From: The start date and time for the task.

  • To: The end date and time for the task.

  1. Click Save.

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Edit Schedule

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Work Scheduler.

    image-20240703-204359.png

  3. Open the Menu.

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  4. Click Resource Management.

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  5. Click on an existing scheduled item.

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  6. Click Edit.

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  7. Edit the data entry fields as necessary.

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  8. Click Save.

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Delete Schedule

Deleted Schedule Items cannot be recovered.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Work Scheduler.

    image-20240703-204359.png

  3. Open the Menu.

    image-20240711-151550.png

  4. Click Resource Management.

    image-20240711-151607.png

  5. Click on an existing scheduled item.

    image-20240711-151623.png

  6. Click Delete.

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  7. Click Delete.

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