Job > Schedule tab

Modified on Tue, 4 Nov at 12:17 PM

The Schedule Tab displays all Resources and Services assigned to the Job, including their scheduled times, statuses, hours, and associated costs.

This is where you can:

Add or remove Resources from the Job
Assign Services to those Resources
View and edit costs and hours
Track progress and completion at the Resource level

Resource

The number of units booked for this Service. This is calculated automatically from the Resourcebooking and duration

Field	Description
Action	Delete	Removes the Resource from the Job
	Swap	Swaps the Resource directly for another
	Add	Adds an additional Resource to the Job
Category	The Resource Category, such as People, Room, or Equipment. This determines rate type and scheduling behaviour.
Resource	The name of the Resource assigned to the Job. Click the name to open their Resource Record (see Resources User Guide
Start/End	The Start and End Time scheduled for this Resource. These may differ from the Job Start/End (e.g. half-day bookings).
Status	The booking Status for the Resource (e.g. Pencil, Confirmed, Completed). Each Resource Status may differ from the Job Status.
Actual Hours	Displays Regular, Overtime, Weekend, Lunch, and No Cost hours recorded for the Resource.

Indicates whether an invoice has been received for this Service (Yes or No).

Service

Field	Description
Action	Delete	Removes the Service from the Job
Action	No Charge	Marks the Service as non-billable. When selected, the Service remains on the Job for tracking and reporting, but its Revenue is set to zero. Any associated Costs (for example, Resource costs) will still be recorded.
Service	The Service name (matches the Quote Service, where applicable). Each Service line can contain multiple Resources.
Description	Additional details about the Service or linked Resource.
Quote Detail ID	Displays the unique ID of the Quote line linked to this Service. When enabled, this corresponds to a specific row on the Quote, allowing you to trace each Service on the Job back to its original quoted item.
Booked Units	The number of units booked for this Service. This is calculated automatically from the Resource booking and duration.
Actuals	The actual number of hours or units delivered for this Service, as entered during Actualising.
Billable Units	The number of units to be billed to the client. This may differ from Actuals if billing adjustments are made.
Revenue	The revenue value calculated for this Service from the Quote or adjusted rate.
Cost Units	The number of units used to calculate total cost (for example, the number of hours at a given rate).
Cost	Displays the calculated Cost for the Service based on the linked Resource or Contract rate. If the Job has not reached Sent To Accounts, this field can be edited to override the default rate (for example, for half-day or OT adjustments). Manual edits update the total immediately and lock the Cost until cleared.
Overhead	The overhead amount applied to the Service.
Cost Total	The total Cost for the Service (Cost + Overhead).
Invoice Received	Indicates whether an invoice has been received for this Service (Yes or No).