Overview
As part of the StaffingPlus add-on, you will have access to the Assignment Dashboard (previously known as the Staffing Dashboard). This is a useful tool that shows you roles that need to be staffed and features a Gantt view so you can see potential conflicts between roles.
Using the Assignment Dashboard
- Navigate to the Main Menu,
- On the Staffing menu, select Assignment Dashboard.
The Assignment Dashboard will load with a date range from today to 30 days into the future. You can change the date range by clicking into the date fields. Any element that meets the following criteria will show:
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- If the element Start Date falls within the selected date range
- If the element is in a status that is selected in Staffing Settings (see the Assignment Dashboard section)
- If the element has any line items that are eligible to be staffed (if the line item resource type has an availability mode that = "Labor or Staffing")
If the Assigned Contact field is empty, you can click the
icon to launch the Staffing Assistant Plus and assign a contact. To edit the assignment, click the contact to relaunch the Staffing Assistant Plus.Use the navigation buttons in the top right corner to zoom in and out of the Gantt view, move the Gantt view forward or backward, and refresh the whole view.