How to: Allocate Resources by Using Resource Group Availability
When you have created service orders or quotes, you can make use of resource group availability to allocate resource groups to perform the service tasks in the orders or quotes.
To allocate a resource using resource group availability
In the Search box, enter Dispatch Board, and choose the related link.
Browse to the relevant service order.
On the Navigate tab, in the Planning group, choose Resource Allocations.
Select the entry with the service task to which you want to allocate a resource.
On the Navigate tab, in the Planning group, choose Res. Group Availability.
In the Res. Availability (Service) window, on the Actions tab, in the General group, choose Show Matrix, and select a resource group you want to allocate.
Select a date on which the resource group has enough available hours for the task and which is close to the response date of the service order.
In the Quantity to Allocate field, enter the number of hours you want to allocate the resource to the service task for.
On the Actions tab, in the Functions, group, choose Allocate to allocate the selected resource group on the selected date.
The Status field is automatically set to Active.
Repeat these steps for each date that you want to allocate the resource group to the service task.
Note
For a service item in a service order, there can only be Active allocation entries with one resource or resource group at a time.
See Also
Tasks
How to: Allocate Resource Groups
How to: Allocate Resources by Using Resource Availability
How to: Cancel Allocations