Staffing: Edit a Work Code with Rules

PREREQUISITE:

Choose Edit to edit with Dynamic issues, and Static issues enabled. Edit (with Rules) functionality enables when a single work code is selected in the People pane of the Staffing board. The From, Through, and Hours fields disable to keep the work code record and the job assignment in sync with each other using Edit with Rules. To edit a work code in the People pane:

  1. Click the People icon to open the People panel.
  2. Search for and select the person on the list to open their schedule.
  3. Locate the person’s work codes on the People pane schedule.
  4. Select the work codes desired.
  5. Click the pencil icon, and click Edit. Choices are:
    • Editing a Regular Duty or a Working type work code enables these field presets for the selected work code: Work Code, Detail Code, Labor Category1 and Notes.

      Editing a Non-Working type work code enables all of the field presets for the selected work code: From, Through, and Hours.

  6. Click Save. The Save button enables if no issues intervene, or you have the permission to override the issues.
1 The Labor Category field enables with Dimensions integration.