How to: Allocate Resources by Using Resource Availability
When you have created service orders or quotes, you can make use of resource availability to allocate resources, for example, technicians, to perform the service tasks in the orders or quotes.
To allocate a resource using resource 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 Resource Availability.
In the Res. Availability (Service) window, on the Actions tab, in the General group, choose Show Matrix.
Select a resource you want to allocate. You can base your selection on whether the resource is skilled for the task, whether it is located in the customer zone, and/or whether it is preferred by the customer.
Select a date on which the resource 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 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 to the service task.
For a service item in a service order, there can only be Active allocation entries with one resource or resource group at a time.
How to: Allocate Resources by Using the Dispatch Board
How to: Allocate Resources by Using Resource Group Availability
How to: Add Resource Capacity
How to: Assign Skill Codes to Resources
How to: Assign Resources to Service Zones