Assigning employees
On the task or by dragging from the team dock — two ways to put someone on a task. From 90% weekly utilization, Gantway asks first.
Who does the work? There are two routes for assigning it. By default both are open to admin, planner and team lead.
Route 1: on the work step
- Open Orders in the sidebar and click the order.
- Go to the "Tasks" tab and expand the work step.
- Pick the person in the "Assignments" section. Gantway confirms: "Employee assigned to task."
The classic route when you are working in the order anyway.
Route 2: dragging from the team dock
- Open Desk in the sidebar and switch to "Project Overview". The team dock sits below the Gantt and shows your team along with their utilization.
- Drag an avatar directly onto a bar. On touch devices a long press (about half a second) on the avatar replaces the drag; a selection sheet opens.
- Gantway confirms with "{name} zugewiesen" (assigned).
The advantage: you see while assigning who still has capacity, instead of finding out afterwards. How to read the utilization display is covered in Team dock: reading utilization.
After the assignment the dialog "Termine neu berechnen?" (recalculate dates?) may follow, if the change touches dependent dates. See how the cascade pulls dates along.
Auch bekannt als: assign, assignment, schedule staff, who does what, overload.