How to View, Create and Manage Crews in Resource Management (Desktop)
💥Crew Management is part of a premium product, Resource Management, and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Users can create and dispatch crews of laborers to easily schedule and manage field resources for optimal project planning and resource allocation.
These functions are beneficial for Administrators, logistics and equipment managers, and field personnel.
Create a Crew
Note: Laborers and Labor Resource Categories must be set up before you can create a crew. View How to View, Create and Manage Laborers in Resource Management (Desktop) and How to Create and Manage Labor Resource Categories (Desktop).
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- Select "Resource Management" from the left side navigation bar.
- 2
- Select the "Crew Management" tile.
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- Select "Create Crew" on the right side of your screen.
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- Complete the following fields to create a new crew.
- Crew Number (optional): This is a unique value for your internal purposes.
- Crew Name
- Crew Labor Category: Select from Labor Resource Categories as set up in your account.
- Site Assignment: Select from Site List as set up in your account or select “No Site”
- 5
- Add users, contacts, and laborers to your crew by selecting the green "+" next to each name.
- Utilize the Search Bar under “Users, Contacts and Laborers” to search by name or trade.
- Utilize the Filter tab on the right side of the screen to filter the list by User Type, Labor Resource Category, Crew, City, State and Company.
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- Select "Create Crew" on the bottom right corner of your screen to complete the crew setup.
Edit a Crew
- 1
- Select "Resource Management" from the left side navigation bar.
- 2
- Select the "Crew Management" tile.
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- Select the "pencil" icon to edit a specific crew.
Select the trash can icon to delete a crew.
Once the crews have been created, crew management will filter into schedules and Dispatch. For more information see Schedule Overview and Dispatch Board Overview.
Export
Export your list of laborers or all laborers by clicking the "Export" icon and either selecting "Export Only Displayed Results" or "Export All Results".
