Set Shared Positions

To turn the Share feature on you must create and predefine the positions first and save the blueprint or blueprints. Positions may be shared across multiple units and times. To set the Share feature:1

  1. Go to the Planning board and click the blueprint that contains the shared position to show the menu options.
  2. Click Edit.
  3. Scroll to the bottom of the Edit screen, and click edit Positions to open the Position settings.
  4. Locate the position to be shared and click Share.

    Share activates after the blueprint position has been saved. If the Share link is disabled, save the blueprint to save your work. On the Planning board, open the blueprint again and go to the positions area, the Share link should be enabled.

  5. In the Share window, the start and end times show along with the location and overlapping time positions. The system will return the same job as the shared job, by default. To share this position with a different job, click the All button located next to Position Type at the top-right corner of the Overlapping Time Positions section.
  6. Select the position or positions you want a resource to share.
  7. Click Save.
1 You can also preset positions as shared in Setup > Scheduling> Blueprint.