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Scheduling staff on...
 
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Scheduling staff on projects?  

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sreeves
Posts: 1
 sreeves
August 21, 2020 3:22 pm
(@sreeves)
1 Post 🙂
Joined: 6 months ago

First post! New to the group... Looking forward to collaborating with others and learning more! 

How are you guys scheduling staff on projects? My understanding is that in order to use Acumatica's calendar board for scheduling staff on projects, you need to create a service order and subsequent appointment for that project. Managing the information is challenging...what information do you put and where? Do you manage information on the project record or the service order? How do you know (easily) which projects have been scheduled and which projects have not? Calendar board just references service order, not project#. Looking to get feedback into what others are doing. 

Note - we don't do large construction projects, just 2-3 day projects and renovations for restaurants that could be 1-2 weeks at most, usually.

This topic was modified 6 months ago by sreeves
Topic Tags
projects schedule
1 Reply
Tim Rodman
Posts: 2518
 Tim Rodman     ★★ All-Star ★★
September 30, 2020 5:11 pm
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Hi @sreeves,

I know that the calendar board has been a challenge for people, but I don't know the details personally.

You might want to repost this Discussion Topic in the Field Service forum on the new official Acumatica Community website:
https://community.acumatica.com/field-service-112

Here on AUGForums.com, most of the content will now focus on reporting, with the exception of general topics in the Everything Else (click here) forum and the AUGForums.com Real Talk Podcast (click here) where we'll continue to focus on real Acumatica customer stories (click here if you'd like to participate).

For more info about how AUGForums.com compares to the new official Acumatica Community, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community

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