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Using groups to plan jobs

You can also use groups to plan jobs. This is useful for making sure you include the right people in a job. 

For example, assume you have a job where the last 80 hours need Christchurch-based staff. In the job planning screen, you can choose Christchurch as your location, so that you only see staff based in Christchurch: 

Filtering down to Christchurch shows that we only have two staff members available, Aurif Shmee and Austin Mer: 

However, the job isn’t due until 28 March, and it’s currently 12 February - so we can allocate the 80 remaining hours across both staff members, and still keep them at or below their capacity:


Filtering With Groups

Once you've selected a filter, that filter remains active when you are planning a job.

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