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