NextGen FSM

Schedule bundles manually

Since bundles can be scheduled, bundled operations are scheduled together. 

Manually schedule bundles

  1. Go to the Schedulable Bundles tab or lateral panel.

  2. Search for bundles in a schedulable state. 

  3. Select the bundles.

  4. Paste the bundles on the daily plan via:

    • Paste

    • Paste to a single resource

    • Paste to a team

    • Paste with preview

Paste from schedulable bundles quick menu feature

  1. In the daily plan, open the Schedulable Bundles tab.

  2. Select an activity you want to paste.

  3. To move the activity, choose one:

    • Drag the activity to the plan to paste.

    • Right-click where you want to paste the activity on the resource’s plan.

What’s next

  • See Manual Copy and Paste (ENG) in "Working with Daily Plan" section.