Auto/ Manual Creation and Tracking of Resource Jobs

Resource jobs is the job to be performed for any specific resource.  Resource jobs can be created automatically or manually. If requirements are added to project task, then on click of “Schedule” button of project task, resource jobs will get created for available resources.

Follow the given below steps to create resource job manually.

• Navigate to Projects -> Projects.
• Displays list page of Projects click on -> Project record.
• Redirects to detail page of project.
• Click on -> “Project Task’ form “Tasks” grid.
• Click on -> “Create” button from “Resource Job” grid.

 

 

• Add subject.
• Select the resource.
• Select site.
• Set this task is billable or not.

 

 

• Add Scheduled dates for task.
• Add Hours Worked.
• Click on -> Save or Save and Close button.
• When job is scheduled, then mark the job as scheduled by clicking on “Schedule” button.
• When resource start for the job, then mark the resource job as “In-Progress”.
• Then Click on -> Save or Save and Close button.
• Once resource jobs marked as in-progress, related project task status will get set as “In-Progress”.
• When resource complete the job, then mark the resource job as “Completed”.
• Then Click on -> Save or Save and Close button.
• Once resource jobs marked as Completed, related project task status will get set as “Completed”.
• Resource Job gets automatically created when resource requirement is created for the project task, and task is scheduled.