Content Management
This section is where the substance of the planning viewPlanning viewThe main screen of Dime.Scheduler, where a profile lays out the components a planner works with. A new tenant has none until a profile is created or applied from a template. comes from. A planner can only assign work to resourcesResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. that exist, see colors that have been defined, plan against calendarsCalendarA definition of when work can happen, for the whole tenant or for specific resources: business hours, weekends and holidays. Calendars shade non-working time on the planning board and skip it in Gantt durations. that are configured, and use action URIsAction URIA dynamic link, populated with fields from a task, job or appointment, that opens an external system in one click. that an administrator has set up. Every page here defines another piece of that substance - resources, calendars, indicatorsIndicatorCollective term for the visual signals - categories, time markers, pins, and tags - that identify and label appointments., templates, captionsCaptionThe label shown for a field or entity in the interface, translatable per language. A tenant that calls jobs "projects" changes the caption, not the data model., and more.
Most of the data here flows in from the back-officeBack officeThe ERP or business system Dime.Scheduler plans for - most often Microsoft Dynamics 365 Business Central. It owns the master data and remains authoritative over what it receives. application; what you do on these pages is the editing, enriching, and curating on top - the work the back office cannot do for you.
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Resources
3 items
Indicators
Define the categories, time markers, pins and tags that color-code the planning, and control how each one is rendered.
Appointment Templates
Extend the appointment data model with your own fields
Calendars
Set up working times and holidays for your workforce
Localization
Localize your Dime.Scheduler instance.
Details
Configure the fields and groups in the details component.
Field Templates
Dynamically generate field content with field templates.
Planning board tooltip
Configure the appointment tooltip shown on hover on the planning board.
Jobs
Consult, create, geocode and clean up the jobs available in Dime.Scheduler.
Work states
Define the lanes of the task and project Kanban boards and map the statuses your back office sends onto them.
Actions
Create action templates that invoke an action in an external system.
Links
Create links that you can access in the sidebar menu.
Filter groups
Create, update, and delete filter groups and their values from a dedicated page.
Planning digest
Configure recurring emails that deliver the planning as a PDF to resources or to a shared inbox.
Geocoding
Fetch the coordinates of your resources and work items so the map can place them accurately.