Features

In Groupware, you can publish, change, and delete assignments from the WFD Server, or from service resource planning. When you use Groupware integration for the first time, you can transfer existing assignments in the WFD Server that come from service resource planning, to Groupware.

You can send assignments from service resource planning as Groupware tasks and Groupware appointments.

Groupware Tasks

You map capacitive assignments for a resource to Groupware, as tasks. A Groupware task contains the planned effort and the period in which the work should be performed, for example ten days in May. The resource can use Groupware tasks as copy templates, to create concrete appointments in the Groupware application.

If you change the times of a capacitive assignment that has already been published in Groupware, the times are automatically adjusted in Groupware when you save. The WFD Server's event handler transfers the changes. Textual changes are not automatically transferred; you must transfer the Groupware tasks again from service resource planning.

If you delete a capacitive assignment in service resource planning, the related Groupware task is automatically deleted.

Groupware Appointments

Groupware appointments are concrete assignments for a resource, such as Thursday, 2 p.m. – 4 p.m. An assignment can only ever be sent to one individual resource, and not to groups. For cProject-based demands, you can create recurring appointments, such as every Tuesday. Recurring appointments are transferred to Groupware (provided that they are simple, that is they do not have any hierarchical rules). Exceptions, such as every Tuesday, but not the last Tuesday of the month, are not supported.

If you delete an assignment in service resource planning, the related Groupware appointment is automatically deleted. In the case of project-based demands in service resource planning, you can also delete only the publication of the appointment in Groupware, that is without deleting the assignment itself (using the Delete Groupware Appointment function).