How is “Assign work” different from “Allocate resource” in scheduling. If I do assign work, It gets assigned to the person as per the start date I gave which is understood but allocate resource does not seem to do anything. It gets into his calendar on the current date itself. And Adjust to schedule ON/OFF does not make any difference
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Are you using mobile work order or technical portal?
When you look at either of those one sets a “hard” assignment to a resource, the other places it in things to list and must be accepted for mobile work, directly or from a pool.
This activity is used to assign a Work Task to a mobile user.
Resources can be manually allocated to a work task using three different methods. These two methods are available through the Assign Work assistant for each work task:
The third method is available through the Assign Multiple Tasks by selecting multiple work orders or work tasks:
Use this activity to allocate resources required to execute a work task.
This activity is typically used when:
Thanks Darrin for such detailed answer however I still could not understand some things. My ask is I created a task with duration 20 hrs & allocated to a resource “test resource” via on demand allocation as below
Resource shift calendar is on 15 Nov from 7 am to 7 PM, so it does not seem to impact the allocated start date at all. So how will a manager know when to allocate the task if he does not look at the resource shift, I mean there should be some automatic adjustment based on res shift. Or I am doing something wrong?
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