Group scheduling resource

A ‘Group resource’ is used to assign tasks to a group.

Example on a Scheduling resource created:

You use a scheduling resource to assign new tasks to a non-specific employee but to a group of employees. The system will calculate the capacity of the grouped employees and is using the position to group the employees with the Scheduling resource. For example if you group 10 employees with the position “Support consultant” together with a Scheduling resource and each of these employees have 8 hours of available capacity on a Monday (based on their Capacity profile) the system will then have 80 hrs. of available capacity to use on task assignment to the scheduling resource.

Keep in mind, group scheduling resource doesn’t show any absence of any of the attached resources.

How to add a new Group Scheduling Resource

You can add a new ‘Group resource’ by clicking on the ‘Create new’ icon in the toolbar as seen below.

Once the resource has been created, click on the dropdown to select the Position you want to create the Group scheduling resource for:

Linking the Group Scheduling Resource to a Position

In the Positions list, link the Scheduling resource to the position as seen below.

Once that is completed you can see that when assigning tasks to the Group Scheduling resource there is more capacity than a normal employee.

From the Scheduling views here, you can then re-assign the task to a real employee.

Note: it will find the available capacity on the Scheduling resource by multiplying the capacity for every real employee that is linked to the Scheduling resource through the Position link

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