Assigning / removing multiple planned work assignments
On the Allocated panel, you can perform several operations for single or multiple selected items, such as assigning or removing planned work assignments from a resource allocation.
Procedure
1. On the planboard, select the resource allocation from which you want to remove or for which you want to assign one or more planned work assignments.
The Allocated panel is now active at the bottom of your screen.
2. On the Allocated panel, (multi-)select the work assignment(s) you want to remove / assign.
You can use SHIFT + left click or CTRL + left click to multi-select.
3. Now, if you want to remove one or more planned work assignments: right-click to open the context menu and select Remove from allocation.
The selected planned work assignments are removed from the planboard and deleted.
4. Or, if you want to assign one or more planned work assignments: right-click to open the context menu and select Assigned.
The selected planned work assignments are assigned to the internal tradesperson filled in on the work assignment.