Jobs
The Dime.Scheduler FastTrack solution for jobs contains the following key features:
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It allows you to plan a job as 1 task or the job task lines as individual tasks. The default category can be set to the job posting group.
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The job planning lines in NAV are created or updated when you plan resources in Dime.Scheduler for jobs.
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You can create a filter group in Dime.Scheduler based on the person responsible of the job. The data-driven security mechanism will kick in, resulting in a personalized view in which the user will only see the jobs for which he or she is responsible. A manager responsible for multiple job managers can see all the jobs of all his or her job managers.
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With the time sheet integration activated, the time sheet of a resource is automatically filled out, based on the planning in Dime.Scheduler. Moreover, when modifying the planning the time sheet is updated as well.
Configuring jobs
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To use the FastTrack solution select "
Enable Jobs
" -
The following two checkboxes configure the way tasks are created:
- To create a single task in Dime.Scheduler for the job select "
Send Job as Task
" - To create a task for each Job Task Line select "
Send Tasks with Job
".
- To create a single task in Dime.Scheduler for the job select "
-
The default duration of a planned task in Dime.Scheduler (when you drag & drop a task from open tasks to a resource on the planning board) is 1 hour. To override the default setting, enter a different duration in "
Default Duration Job Task
". -
In "
Default Category
" you select which field from NAV you want to use to set the color of a planned task when you drag & drop a task from open tasks to a resource on the planning board: select a job posting group or leave blank to use the default color (blue). -
Select "
Create Person Responsible Filter
" and enter a name for the filter which is shown to the users in Dime.Scheduler. The FastTrack Wizard automatically creates the necessary configuration for the "Person Responsible Filter
" and NAV then sends the person responsible for a job to Dime.Scheduler. -
Select "
Plan In Gantt Chart
" to use the Gantt Chart to plan your jobs. The scheduling mode can be one of the following:- Normal
- Fixed Duration
- Effort Driven
- Dynamic Assignment
-
Select "
Update Time Sheet from Planning Board
" to automatically create or update the time sheet of the resource in NAV whenever a task is allocated to a resource or when a planned task is modified in Dime.Scheduler.