ConnectWise: Creating + Managing Scheduled Events

"Scheduled Events" in Moovila sync bi-directionally with ConnectWise's "Resources and Meetings" on individual tasks/tickets. Scheduled events with associated dates will also appear in the Project Dispatch Portal.



To add a scheduled event:

1. From the MyTasks or Project Detail Power Grid views, click the Column Header icon in the upper navigation, and select Schedule from the dropdown list. 
   
   Click on the Schedule icon for the task for which a scheduled event will be added.
   
   
   
2. Or, from the Task Detail screen, click on the Schedule icon to proceed with adding a scheduled event.
   
   
   
   
3. The Resource Schedule dialogue opens. Click the "+" button at the bottom of the screen to add a scheduled event.
   
   
   
4. A new scheduled event line appears. Add the following details:
   
   

   Resource:	Enter a specific resource to perform this scheduled event.
   Resource Type:	Enter a resource type to perform this scheduled event.
   Description:	Enter a description of what the scheduled event entails.This essentially serves as the "title" of the scheduled event.
   Sched Start Date:	Enter the date on which the scheduled event will begin. Note that at the top of the Resource Schedule panel the start and due dates for this task appear. The dates for the scheduled event should fall into this date range. If they do not, Moovila will indicate that the date is out of range with the icon displayed in the example below. This field is mandatory.
   Sched Start Time:	Enter the time at which the scheduled event should begin. A start time is required for entering or editing ConnectWise records in Moovila if a quantity has been added.
   Sched Due Date	Enter the date on which the scheduled event will end. If the Qty (quantity) field is completed first, the scheduled due date will auto-populate based on that number. For example, if I enter a scheduled start date of 12/12, a scheduled start time of 9am, and a quantity of 3 hours, my scheduled due date will be 12/12 and my scheduled due time will be 12p. This field is mandatory.
   Sched Due Time:	Enter the time at which the scheduled event will end. If the Qty (quantity) field is completed first, the scheduled due time will auto-populate based on that number. For example, if I enter a scheduled start date of 12/12, a scheduled start time of 9am, and a quantity of 3 hours, my scheduled due date will be 12/12 and my scheduled due time will be 12p. Conversely, if this field is populated first, the quantity field will be auto-populated. If a the Qty field is populated, and a scheduled due time is entered that does not match, the Qty field will be updated. Conversely, if the Sched Due Time field is populated and the Qty field is updated to a value that does not match, the Sched Due Time field will be updated. In short, Moovila will honor the latest change and update the other field to match. The Sched Due Time field is mandatory if a quantity has been added.
   Qty:	Enter the quantity of hours needed for the scheduled event. If the Sched Due Time field is completed first, the Qty field will auto-populate based on that number. For example, if I enter a scheduled start date of 12/12, a scheduled start time of 9am, and a scheduled due time of 12p, a quantity of 3 hours will be auto-populated. Conversely, if this field is populated first, the Sched Due Date and Sched Due Time fields will be auto-populated. If a the Qty field is populated, and a scheduled due time is entered that does not match, the Qty field will be updated. Conversely, if the Sched Due Time field is populated and the Qty field is updated to a value that does not match, the Sched Due Time field will be updated. In short, Moovila will honor the latest change and update the other field to match.

   A few additional, important considerations:
   
   • The hours assigned via the scheduled event will be deducted from the work estimate for that task. This will allow the ability to assign multiple resources on a single task and distribute the workload across individuals.
   • Schedules CANNOT be created and sent to ConnectWise without both dates and times. 
   • When a scheduled event is created that spans more than one date, it will be set the "Span" field in ConnectWise to "Overnight."  This will ensure the business rules are matched. Overnight calculates the quantity from the start date/time to the end date/time.
   • Scheduled entries that have the same start/end date will need to have a matching quantity between the start and end times. The Qty field and Start/End times will be adjusted accordingly to keep values in line.
5. Click Save to continue.
6. In the Power Grid view, the following icons will indicate the count and health of scheduled events.