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Projects can be added manually or imported from MS Project but it’s much more effective if you create phased bundles on opportunities, especially when you are repeating projects like hardware installs. Once a sale what’s been won, all time is recorded on the service or project ticket. Activities we only use for pre-sale work, tracking the cost of a sale. We do this at least 30 days in advance for scheduled work and project work. They then know where they need to be, the resourcing is not double booked, and you can filter the view based on teams and skill. Rigtige anmeldelser med fordele og ulemper ved anvendelighed, egenskaber, værdi og kundeservice. “Paint their calendars green” to ensure everyone is allocated a minimum number of scheduled work hours per day. Læs nyere anmeldelser af ConnectWise Control fra bekræftede brugere. If anything is unclear, please let me know.Īssuming you have your projects in Manage with scheduled time allocated to the project tickets, would you not do this in Manage and allocate the tickets to the engineers calendars via the dispatch screen. We only want to see when we can schedule certain tickets on a specific resource. We tried using the Activities in Connectwise Manage for this this will give a conflict when we try to asign tickets because the activity deducts from the available time. Excel is clunky and really not flexible for this kind of task. What we are looking for is a way to see in Connectwise when each resource is available for what kind of task. We do this because we want to have a "fixed" ammount of available hours for managed services and projects each week. The resource availability planning is made one week in advance in Excel right now. The dispatcher needs to know which engineer is available on projects or managed services each day. The engineer's workload is determined by the dispatcher. Managed services support (managing service tickets).Our company is looking for a way to plan resources according to what they have to work on in Connctwise Manage.