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Configure Resource Planning

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This article explains how to configure the following resource planning features for your organization:

Configure the Workload View​

To access the resource planning settings:

  1. From the sidebar, open the Settings menu, and select Features.
  2. On the Features page, navigate to the Work Orders section and select Set Preferences.
  3. On the Work Orders preferences page, navigate to Resource Planning.

Turn the Workload View On and Off​

To turn the Workload view on and off, toggle the Enable Workload View setting.

When you turn the Workload view off, it no longer appears in the Work Orders module, and you cannot access it from the view selector anymore.

Set the Default Scheduling Capacity for Your Organization​

Work rotations help you plan your team members' recurring work schedules and availability. You can create custom work rotations to support schedules beyond a standard seven-day week, such as 4-on/4-off or Pitman (2-2-3) rotations. The work rotation you configure appears in the Workload view, helping you schedule and assign work orders based on your team's shift patterns and availability. You can also accommodate unexpected schedule changes by using overrides to adjust an individual user's schedule without changing their recurring work rotation.

For more information, see Custom Work Rotations.

Configure Time Distribution for Multiple Assignees​

Use the Multiple Assignees settings to control how MaintainX® schedules time when you assign a work order to more than one person.

SettingDescription
Split evenly between all assigneesMaintainX divides the total amount of time for the work order between all the assignees.

For example, if you assign a work order that takes four hours to two team members, MaintainX schedules two hours for each assignee.
Totally assigned to each of the assigneesMaintainX assigns the total amount of time for the work order to each assignee.

For example, if you assign a work order that takes four hours to two team members, MaintainX schedules four hours for each assignee.

Configure Smart Time Estimates​

To access the settings for smart time estimates:

  1. From the sidebar, open the Settings menu, and select Features.
  2. On the Features page, navigate to the Work Orders section and select Set Preferences.
  3. On the Work Orders settings page, navigate to Preferences.

Turn Smart Time Estimates On and Off​

To turn smart time estimates on and off, toggle the Use Smart Time Estimates setting.

If you want to change the default behavior for smart time estimates, see the next section Set the Default Behavior for Smart Time Estimates.

Set the Default Behavior for Smart Time Estimates​

You can configure how MaintainX uses smart time estimates in new work orders.

On the Work Orders settings page:

Navigate to the Smart Time Estimate setting, and choose one of the following options.

  • Manual Time Estimate: In new work orders, MaintainX will display smart time estimates, but won't enter them in the Estimated Time fields automatically.

    You can choose to use the smart time estimate instead.

Use manual time estimates by default
Use manual time estimates by default

  • Smart Time Estimate: In new work orders, MaintainX will automatically enter smart estimates in the Estimated Time fields.

    You can choose to enter a manual estimate instead.

Use smart time estimates by default
Use smart time estimates by default