Project Dispatch

Last modification: October 25, 2025

 

Lesson Plan

By the end of the Project Dispatch lesson, the client and designated users will be able to perform the necessary configurations and actions related to the project dispatch process in maestro*.

 

Unit PROJDISP01 - Preliminary Analysis

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to operate maestro* at the project dispatch level.

PREREQUISITES

  • Project Management
  • Security Management
  • Employee Management
  • Dispatch Model Management

OPTIONAL PREREQUISITES

  • Equipment Management
  • Contact Management

  • Analysis

  • Discussion of the current and future process (strengths and weaknesses)
  • Decision-making

HOMEWORK

  • Reflect on discussions

30 min

 

Pilot

 

Unit PROJDISP02 - Configurations – Project Dispatch

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to define and configure the various elements required prior to project dispatch.

  • Dispatch Model Management
  • Dispatch Project Management
  • Define Non-Availability Types
  • Define Work Schedules
  • Define Dispatch Types
  • Project Operations Calendar
  • Define Project Types
  • Review of previous concepts and validation of homework assignments
  • Explanation and completion of the various management screens, based on client needs and system requirements, with the goal of automating data entry

HOMEWORK

  • Finalize databases

2 h 30 min

 

Pilot and/or Super Users

 

Unit PROJDISP03 - Operations - Project Dispatch

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to configure and use the different elements and processes of project dispatch.

  • Update of configurations based on decisions made

  • Displays

  • Filters

  • Different dispatches

  • Import of hours from the dispatch into the Enter Hours option (optional)

  • Review of previous concepts and validation of homework assignments

  • Filter Configuration

  • Configuration (configuration screen)

  • User training according to the process established during the analysis

  • Demonstration of the different options and dispatchmethods

  • Schedule sending

HOMEWORK

  • Practice sending schedules and using different dispatches

3 h

   Pilot and/or Super Users

 

Unit PROJDISP04 - Operations - Project Dispatch

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to configure and use the various elements and processes of project dispatch.

  • Update of configurations based on decisions made

  • Displays

  • Various dispatches

  • Import of hours from the dispatch into the Enter Hours option (optional)

  • Review of previous concepts and validation of homework assignments

  • Filter Configuration

  • Configuration (configuration screen)

  • User training according to the process established during the analysis

  • Demonstration of the different options and dispatchmethods

  • Schedule sending

HOMEWORK

  • Practice sending schedules and using different dispatches
3 h  

Pilot

Super Users

Users

 

Unit PROJDISP05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will be able to use maestro*’s analysis and reporting tools to find the infor.

  • Display Schedule for Employee
  • Print Schedule for Employee
  • Print Equipment's Schedule
  • Print Project's Schedule
  • List of labour Movement
  • Movement of Equipment
  • Dispatch module dashboard
  • Dispatches Inquiry
  • Review of previous concepts and validation of homework assignments

HOMEWORK

  • Define lists to support internal process requirements

1 h

 

Pilot

Super Users

Users

 

Unit PROJDISP06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

N/A

 N/A N/A N/A N/A Pilot

 

Unit PROJDISP07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.

  • Project dispatch process
  • Review of previous concepts and validation of homework assignments
  • Schedule sending
  • Client support during the testing phase
  • Review of configurations, if applicable
  • Process review, if applicable

 

 2 h  

Pilot

Users

 

Unit PROJDISP08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will have shown the necessary knowledge and skills to use project dispatch in maestro*.
  • Learning validation
  • Security review

Preparation for upcoming training sessions

  • Mobility - Project
  • Daily Entry
1 h Acquired competencies form - PROJDISP Pilot