How does drag-and-drop scheduling work from the Resources panel?

Quick answer

Drag any worker or asset card from the Resources panel and drop it onto a day cell in the grid. This creates a scheduling card if one doesn't exist yet, or adds that worker or asset to the existing card for that project and day.

Overview

Drag-and-drop is the fastest path from Resources to the grid — it skips the Edit Assignment drawer entirely for the common case of just adding a person or a piece of equipment to a day. It works the same way whether you're on the Workers tab or the Assets tab, and the same way whether you're dropping onto an empty cell or one that already has a card.

Before you begin

• Drag-and-drop scheduling is available to admins in the web portal.
• The worker or asset must already exist in Corfix and appear in Resources.

Steps

1. Open the Resources panel and choose the Workers or Assets tab, depending on what you're scheduling.
2. Find the card you want to schedule, using search if the list is long.
3. Drag it onto a day cell. Drop it directly on the cell where the project's row meets the date you want.
4. Check the result. If the cell was empty, a new card is created with that worker or asset on it. If a card already existed there, the worker or asset is added to it.
5. Confirm by opening or expanding the card if you want to double check who else is on it before moving on.

Use cases

• Fast single assignments: schedule one worker or asset to a day without opening any drawer at all.
• Building up a card gradually: drag several workers and assets onto the same cell one at a time as you staff it up.

Troubleshooting

I dropped a card but nothing was created. Make sure the drop landed directly on a day cell within a project's row, not between rows or on the date bar.

Can I drag onto a cell that already has a card? Yes — dragging onto an existing card adds the worker or asset to it rather than replacing anything.