Copy Role Resources to Clipboard

  • Updated

If you regularly allocate the same group of workers and equipment to a role, then you can copy that group of resources to the clipboard to allocate quicker. 

 

Demo Video

 

Step 1 - Copy Resources

Within the Scheduler Timeline view, allocate workers, equipment and attachments to a role on an existing order. Then hover the mouse and click the copy icon. Copied Role Resources only show in your dashboard account and remain there until you delete them.

 

Screenshot 2025-04-18 at 2.24.48 PM.png

 

Step 2 - Paste Resources

From the Resources slide out on the right side of the screen, click the Copies tab. To allocate all the resources in a Role Copy, drag it onto the desired Order Role Shift. 

Pro Tip: You can select multiple role shifts across a range of days and drag the copied resources to fill all of the role shifts.

 

Screenshot 2025-04-18 at 2.28.21 PM.png

 

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