Concepts

Tasks

Settings

Assigning Tasks to an Employee

Once you have added a task to an availability schedule, you can assign it to one or more employees.

If you have calculated the schedule's employee availability, APM tracks the availability of each employee as you make the assignments.

If you are only using trade availability on the schedule, you can still assign tasks to employees. APM tracks the number of hours of work assigned to each employee. You can also add employee availability information to the schedule as you make the assignments.

To Assign Tasks to an Employee

1.	Open the schedule.

2.	Make sure that editing is enabled.

3.	Beside Requirements click Show to display the requirements table.

4.

Select the Worksheet view, Assignments tab, and then the Tasks tab. The first table displays all scheduled tasks by work order and task. The second table lists all of the trade requirements for the selected task entry in the first table. The third table lists all scheduled tasks, organized by assigned employee.

5.	Double-click to open a scheduled task for which you want to enter a requirement. The Schedule Entry dialog appears, open to the General tab.

6.	Click New. The Schedule Entry Requirement dialog appears.

7.	Select an Employee for the requirement:

•	If you are tracking employee availability, only available employees who can perform the trade will be in the list.

•

If you are tracking trade availability only, all employees on the site who can perform the trade will be in the list. You can select an employee, but APM will show the assigned hours as being “overshadowed.” This might be sufficient if you only want to view how many hours are assigned to each employee.

•	To add an employee’s availability to the schedule, click the Add Employee. The New Employee Availability dialog appears. Select the Trade and Employee, and enter the number of hours that the employee is available for this task, and then click OK.

8.	If necessary, enter or change the Scheduled time for the employee. This is the amount of time this employee will spend on the task on this schedule.

9.	To save and close the assignment, click OK.