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Allocating Workers to Jobs

Allocating workers to scheduled jobs ensures the right people are assigned to the right work at the right time.

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Drag-and-Drop Allocation

The primary way to allocate workers is by dragging scheduled items on the calendar:
  1. Click and hold a scheduled item
  2. Drag it to the desired date, time, and resource lane
  3. Release to drop it
When you drop an item, Pipeline automatically:
  • Validates the proposed time slot
  • Checks for resource conflicts (employee availability)
  • Verifies required certifications
  • Calculates travel time between locations
If there are conflicts, a modal dialog appears showing the issues and letting you confirm or cancel the move.
Screenshot: The conflict resolution modal showing employee availability indicators (green/red/amber), certification checks, and Accept/Cancel buttons.

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Allocation Details Panel

The allocation panel shows two views: By Staff Lists each employee with their assigned tasks, showing:
  • Employee name and reference
  • Tasks assigned to them
  • Minutes allocated for “This” visit vs “All” visits (cumulative)
  • Progress gauges for task completion
By Task Lists each task with its employee assignments, showing:
  • Task reference with progress gauge (Allocated vs Required)
  • Employee names assigned
  • Individual time allocations

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Allocation Modes

Choose how time is allocated using the mode buttons:
  • Sequence - Allocate jobs for consecutive days
  • Date Only - Allocate for a single date only
  • Single Span - Allocate total duration across a selected period

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Conflict Resolution

When a conflict is detected, the conflict modal shows:
  • Which employees are affected
  • The nature of the conflict (availability, certifications, travel time)
  • Visual indicators (green/red/amber) for each employee’s status
  • Options to accept or cancel the allocation