February 10, 7:24am

Due to committments we made with regard to delivering a few features we are releasing a ad hoc release off cycle tomorrow Tuesday February 11. 

ProjectsForce Release Notes – Auto Assignment of Technicians & Enhanced Dashboard Features

Auto Assignment of Technicians

We are excited to introduce the Auto Assign Technician feature, designed to streamline technician assignment and improve efficiency. With this enhancement, ProjectsForce will automatically assign technicians to new jobs as soon as they are pulled from integrated sources.

How It Works

• When a new job is created, the system will automatically assign a technician with a work type of Assigned and allocate them to the job's line items with 100% allocation.
• For private jobs created through the web portal, a technician will be auto-assigned to the job, but without automatic allocation to line items.

How to Enable Auto Assignment

To activate this feature:

1. Navigate to Company Configuration → Scheduling & Assignment.

2. Enable Auto Assign Technicians.

3. Select one of the following assignment criteria:

   • Default Store Technician: The system will check the store linked to the job and assign the default technician defined at the store level.
   • Rotation Percentage: The system will allocate jobs based on predefined rotation percentages assigned to technicians in their user management settings.

Admin Setup Requirements

• Ensure that each technician has proper job assignment coverage.
• Define rotation percentages for all applicable technicians, ensuring the total sums to 100%. This can be split among multiple users.
• Auto job assignment applies only when the type and category combination reaches 100% coverage.

Job Assignment Distribution Logic

When new jobs are received, the system will:

1. Validate the job's type, category, and store/district.
2. Identify technicians matching the criteria.
3. Assign jobs based on the rotation percentage, dividing the number by 10 to determine job distribution.

Example:

• Technician A: 40%
• Technician B: 30%
• Technician C: 20%
• Technician D: 10%

With this distribution, the first 4 jobs will go to Technician A, the next 3 to Technician B, the next 2 to Technician C, and the last 1 to Technician D. Once the sequence completes, the system resets and repeats.

Important Notes on Auto Assignment

• Impact on RO and CX Scheduling: Previously, unassigned technicians were considered for all projects. Now, only technicians with assigned job coverage will be included in CX Scheduling and RO modules.
• If job assignment rotation drops below 100%, technicians with remaining rotation percentages will also be affected and may not be suggested for auto-assignment.
• Non-Technicians (users without the installer role) may also be considered for job assignment, but in CX Scheduling, only technicians with installer permissions will be eligible.

Set Default Dashboard Functionality

We are introducing a new feature allowing users to set their default dashboard for a more personalized experience.

How It Works

• Users can access the list of available dashboards by clicking the Add button on the dashboard bar.
• Any dashboard can be set as the default by selecting the checkbox next to it.
• After a browser refresh or upon next login, the selected default dashboard will always load first, eliminating unnecessary navigation clicks.

Additional Improvement:
Users can now rearrange the order of dashboards for a more customized viewing experience.

Global Filters Notification on Dashboards

To improve user experience, ProjectsForce now provides notifications for applied global filters on dashboards.

Key Updates

• If global filters are applied (e.g., on Scheduler or Calendar), a notification banner will appear at the top of the dashboard.
• A quick preview of active filters will be displayed and will auto-close after a few seconds.
• This feature helps users stay aware of applied filters and allows easy removal if needed.

Scheduler & Calendar Enhancements

We have made performance improvements and UI enhancements to the Scheduler and Calendar for better usability.

Key Updates:

• Optimized performance for faster loading times.
• Improved pop-ups for better readability.
• A cleaner and more intuitive design.

Company Configuration Enhancements

To improve usability, we have made the following updates to Company Configuration:

• Basic Details has been renamed to Company Details.
• Personalized Private Project Numbers has moved from User Access & Security to the Company Details tab.

Install Address Copy Functionality

We’ve made it easier to copy and paste installation addresses within ProjectsForce.

New Updates

• The Installation Address field, previously located at the bottom of the Project Details page, has been moved to the top for better visibility.
• The address is now consolidated into a single field with a copy button, allowing for easy duplication and pasting.

Conclusion

These updates are part of our ongoing commitment to streamlining operations, enhancing efficiency, and improving user experience. We value your feedback and look forward to hearing how these enhancements improve your workflow.

For any questions or assistance, please reach out to our Support Team.

Thank you for choosing ProjectsForce! 🚀