RB User Guide > Entities > Resources > Adding resources to RB & Updating resources

Setting work schedules

Resources’ availability for assignments is generated by the system using the work schedule set up for each resource. When assigning resources to tasks, only resources who are available during the scheduled time will appear in the list of resources. You can override resources’ availabilities manually to handle exceptions.

Continued from Adding resources to RB or Updating resources.

1. In an Edit Resource window, scroll or jump to the Work Schedule pane.
2. Click and drag the beginning and end dots on each day-of-the-week’s sliders to set the resource’s default availability for each day.
3. Click Save.

NOTE: Overriding default work schedules

There are 2 ways to temporarily override resources’ work schedules:

• To assign a resource outside their regular work hours

  When assigning resources, RB9 automatically removes resources from the Available Resources list whose regular work schedule do not include the scheduled job’s hours. You can override RB9’s available resource filter to access those resources and assign them. See Overriding resource availability.

• To give a resource additional time off

  You can override resources’ availabilities manually to handle exceptions, such as requests for time off in Resource Availability. See Managing resources’ availability.

References

• Resource Availability

Step-by-step instructions

• Searching resources
• Adding resources to RB
• Updating resources
• Assigning and pre-assigning resources
• Overriding resource availability
• Managing resources’ availability