In the order worklist or item worklist, choose the item that you want to assign to the resource.

Move this item to the planning board using drag & drop and carefully place it on the name of the resource.

You can manage the dates that are copied to the assignment in the Response When Dragging & Dropping Demands to Resources in the user settings of the planning board.

In the order worklist or item worklist, choose the operation that you want to assign to the resource.

Move the operation to the planning board using drag & drop and place it on the day and time at which you want to create the assignment.

In this way, you choose the date of the assignment yourself and the duration is taken from the order.

In the order worklist or item worklist, choose the item that you want to assign to a resource.

In the planning board, press and hold the primary mouse button, and drag a frame within a resource row to the required time.

In this way, you select both the date and the duration of the assignment yourself.

In the order worklist or item worklist, choose the operation that you want to assign to a resource.

Select the resource for which you want to create an assignment.

Choose Create Assignment. There are several ways in which you can call this function:

A dialog box appears.

In the dialog box, enter the required values for the assignment. If necessary, you can also change the operation or resource.

Choose (Create).

In this way, you obtain a good overview of all detailed data for an assignment. For example, you can also enter your own description of the assignment, which is used instead of the order and operation number.