Steps to do scheduling from teams.

 
 
Pre-requisites - 
 

1. Go to the Teams Module.

 
Click on Teams
 
 

2. Click on 'Scheduling' from the left menu.

 
Click on  Scheduling
 
 

3. Select the resource that you want to schedule the service.

 
Click on Dev Cham…
 
 

4. Under the 'Assigned' tab you will see all the services assigned to a resource. Click on 'Manage Resource' to schedule.

Note: These assigned services are based on the resource type estimate added in the quotes and jobs service.

 
Click on Manage Resources
 
 

5. Select the resource type, and then select the specific resource you wish to schedule for that service and click on 'Done'.

 
Click on Estimators 0/ 1
 
Click on DC     Dev Cham   Tentative   ACTIVE


Tags