PRJTASK in Dispatcher Workspace

robertskarr
Giga Contributor

Can PRJTASK be seen/allocated in the Dispatcher workspace please?

1 ACCEPTED SOLUTION

Matthew_13
Mega Sage

Hi Buddy,

No not OOTB. 

Dispatcher Workspace is built for operational tasks incidents, change tasks, catalog tasks, work orders. Project Tasks (PRJTASK) are considered planned work, so they’re managed in Project / Resource Management, not Dispatcher. Because of that PRJTASK records dont appear and cant be allocated in Dispatcher Workspace by default.

You could technically customize it, but that’s not supported and usually causes issues during upgrades.

If the goal is real-time assignment or workload balancing, the supported approach is to:

  • Keep planning and ownership in Project / Project Workspace

  • Use Resource Management for allocation

  • Or create an operational task (linked to the project) if it truly needs dispatching

@robertskarr - Please mark Accepted Solution and Thumbs Up if you found Helpful

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4 REPLIES 4

Matthew_13
Mega Sage

Hi Buddy,

No not OOTB. 

Dispatcher Workspace is built for operational tasks incidents, change tasks, catalog tasks, work orders. Project Tasks (PRJTASK) are considered planned work, so they’re managed in Project / Resource Management, not Dispatcher. Because of that PRJTASK records dont appear and cant be allocated in Dispatcher Workspace by default.

You could technically customize it, but that’s not supported and usually causes issues during upgrades.

If the goal is real-time assignment or workload balancing, the supported approach is to:

  • Keep planning and ownership in Project / Project Workspace

  • Use Resource Management for allocation

  • Or create an operational task (linked to the project) if it truly needs dispatching

@robertskarr - Please mark Accepted Solution and Thumbs Up if you found Helpful

robertskarr
Giga Contributor

Thanks Matthew, the issue I've seen with only using Resource Management within the project is the Resource Workspace shows weeks and months, if we need to schedule in things like half day bookings so it would be useful to use the dispatcher. For us a resource could work on 4-5 projects throughout the week at set times dropping in and out

robertskarr
Giga Contributor

Another potential solution I've seen is to link the WOT in the dispatcher to the Resource Plan on the Project, will need some playing around to arrive at the right solution i think.

robertskarr
Giga Contributor

A WOT can be linked to a Project Resource Plan so perhaps this is the way to do this as a workaround.