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The result of this action would pin the task, or tasks, to a specific resource. From that point forward the engine would only schedule this task to that resource whether, or not any other qualified resources were available.
There are two paths to Pinning a Task to a resource. Either directly from the Gantt, or from the SmartJob™ Details dialog that you can access either from the Gantt, or through Global Search.
1. Navigate to Scheduling > Gantt.
a. You can find a specific SmartJob™ using Gantt Search (see Gantt Search article)
2. Select the task on the Gantt/Schedule Board, put your cursor over the Task
a. You can click on the “View Task Details” icon
3. The SmartJob Details dialog will open
a. If the currently scheduled resource is acceptable
b. Click on the “Pin to Resource” checkbox
c. Click on the “Save” button and a “Saved” message will appear
4. If you wish to pin to a different Resource, select the task from the Gantt
a. Click on the “Move Task” icon
5. A Move dialog will open
a. If the “Method” is set to Auto, or Preferred you need to set it to Pinned
b. You can then select a different Resource
c. And “Save”. A “Saved” message will then appear.
