Outsource scheduled activities in the daily plan to third-party resources. Manage capacity and specialized labor for purely operational assignments and complex, contract-driven accounting workflows. To ensure specific resources perform specialized tasks, label mandatory and favorite resources.
Access the association menu
To associate resources and teams from a plan:
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Navigate to Features > Core > Daily and Multi-day Plan.
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Click one:
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Daily Plan
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Multi-day Plan
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Weekly Plan
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In the Schedulable Activities tab, right-click a task in the Activity List table.
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Select Associate Resources and Teams.
To associate resources and teams through the Schedulable Activities quick menu:
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Find a specific resource in the row.
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Click the Options icon.
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Find the association feature.
Designate a mandatory or favorite resource
To add constraints to a resource:
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In the list of available resources and teams, select the resource or team.
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Drag or drop the resource into either category:
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Mandatory: The activity must be assigned to this resource.
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Note: If the resource is unavailable, the activity remains unscheduled rather than being given to someone else.
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Favorite: This resource is prioritized. Activities are assigned to a more efficient resource if a favorite resource is unavailable or if there are significant delays.
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Click Save.
Handle manual assignment conflicts
To prevent misassignment, the system triggers a warning message if you drag and drop an activity onto a resource that is not the mandatory assignee.
Note: To override the warning message, manually assign the other resource.