Using the Dispatch Board

Dispatch and Resource Planning

The Dispatch module helps you assign assets and people to projects and track field operations.

Accessing Dispatch

Go to Resource Planner → Dispatch from the main menu.

Understanding the Tabs

The Dispatch view has three tabs:

• Assets - View and assign equipment to projects
• People - View and assign crew members
• Material - Track parts and material requests

Viewing the Schedule

Switch to Schedule view to see a calendar-based layout. This shows assignments across a timeline, making it easy to spot conflicts or gaps.

Using the Planner

The Planner view provides a Gantt-style timeline. Drag and drop to reassign resources or extend assignment periods.

Creating an Assignment

1. Select the Assets or People tab
2. Find the resource you want to assign
3. Click to select and choose Assign to Project
4. Select the target project and date range
5. Confirm the assignment

Managing Requests

Equipment requests from the field appear in the Requests section. Review and approve or reject requests as needed.