Resource Scheduling Overview

Resource Scheduling helps you plan people, equipment, and job-level demand in one place so operations stay coordinated.

What You Can Manage

• Employee schedules by project and date range
• Equipment schedules by project and date range
• Availability and unavailability windows
• Job Schedules with labor/equipment demand slots

Scheduling Views

Use the view selector to switch between:

• Week View
• Month View
• Employees list
• Equipment list
• Job Schedules

Filter by date range, project, and status to focus on the current planning horizon.

Employee and Equipment Scheduling

In day-to-day scheduling, you can:

• Assign employees to project work windows
• Assign equipment and operators
• Track common schedule states (such as Scheduled, Confirmed, In Progress, Completed)
• Spot conflicts and rebalance quickly

Availability Management

Use availability records to capture reality:

• Employee unavailable periods (vacation, leave, training)
• Equipment unavailable periods (maintenance, repair)
• Approved availability overlays in calendar views

Keeping availability current reduces double-booking and last-minute schedule churn.

Job Scheduling (Jobs)

Job Schedules support higher-level planning before every individual assignment is finalized.

Job Schedule Fields

• Name
• Start date / End date
• Status: Planned, Mobilizing, Active, Completed, Cancelled
• Notes

Labor Slots

Labor slots define workforce demand inside a job:

• Named assignments or placeholders
• Date window + required count
• Status tracking: Open, PartiallyFilled, Filled, Cancelled
• Optional links to employee schedule entries

Equipment Slots

Equipment slots define asset demand:

• Specific equipment or placeholder demand
• Date window + required count
• Status tracking: Open, PartiallyFilled, Filled, Cancelled
• Optional links to equipment schedule entries

Quick Start: Job Planning

1. Open Scheduling.
2. Switch to Job Schedules.
3. Select Schedule Job.
4. Create the job (name, dates, status, notes).
5. Add labor and equipment slots.
6. Fill slots as assignments are confirmed.

Practical Tips

• Start with placeholders when crews/equipment are not yet confirmed
• Keep job and slot statuses current for reliable dashboards
• Use notes to record constraints, sequencing, and field assumptions

Related Articles

• Scheduling Employees to Projects
• Scheduling Equipment
• Managing Resource Availability
• Viewing Schedule Details