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Schedule Allocations Widget

See every schedule an asset is booked for, right from its summary page

Written by Mike Maat
Updated this week

The Schedule Allocations widget appears on an asset's summary page and shows every project schedule the asset is currently allocated to. It is the fastest way to answer the question "Where is this asset scheduled to be?" without opening any schedules yourself.

Where it appears

On the Asset details page, as a full-width section below the main asset fields.

When it appears

The widget is shown only when all of the following are true:

  • Your company has Project Schedules enabled. See Enabling Project Schedules.

  • Your account has the Project Schedules permission.

  • The asset has at least one allocation. If it has none, the widget is hidden.

  • You are not viewing the asset through a public link.

What it shows

Each row represents one allocation of this asset. Columns:

  • Schedule — the name of the schedule

  • Project — the project the schedule belongs to

  • Activity — the activity within the schedule that generated the allocation

  • Resource Type — the name of the Resource Requirement (typically the Resource Definition's name, e.g. Excavator)

  • Start Date / End Date — the allocation's date range

Sort the rows by clicking any column header; multi-column sort is supported. If there are no allocations, the widget shows the empty-state message "No schedule allocations".

Opening a schedule from the widget

If you have the Project Schedules permission, the schedule name in each row is a link. Click it to open the schedule detail page with the specific activity highlighted, so you can see the context immediately. See Building Your Schedule: Activities and Resource Requirements for what the detail page offers.

The conflict indicator

If an allocation overlaps another allocation of the same asset, a red warning icon appears next to the schedule name. Hovering the icon shows the tooltip "This allocation conflicts with another allocation for this asset".

For how conflicts arise and how to resolve them, see Allocating Assets to Resource Requirements.

Next steps

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