Resources

This solution uses the standard NAV Resource table to create resources in Dime.Scheduler. The standard resources are used by the other FastTrack solutions except the production routing planning, which uses work centers and machines centers instead.

The options in DS Setup and the FastTrack Wizard (as visible in the screenshot below) allow you to define how to create groups and teams. To use the FastTrack solution - recommended as standard resources are used by most of the FastTrack modules - select "Use Standard Resource table".

Resource type

As you will recall, a resource type can be any property to categorize resources. Terms like rooms, vehicles, machines are good candidates for a resource type. It is an easy and simple way to organize your resources and are particularly useful in the planning board as you can create filters for them. For that matter, users can decide to create a planning board per resource type.

The FastTrack wizard enables you to set up the resource types from MS Dynamics NAV rather than Dime.Scheduler (which is also possible):

The options in the "Resource Type From" selection list are:

• Default: the resource type will be "Resource" for all resources.
• Resource Group: the resource type will be the value of the resource group you have selected for the resource in MS Dynamics NAV.
• Field: select any field (including any custom fields that may have been added) from the resource table. For every value of the selected field the resource type will be the field value you have selected for the resource in MS Dynamics NAV.
  • Select the field in "Resource Type Field"
• Dimension: select a dimension, for every value of the selected dimension the resource type will be the dimension you have selected for the resource in MS Dynamics NAV.
  • Select the dimension in "Resource Type Dimension".

ℹ️ The resource type setting can be modified at any time. The modification takes effect the next time you send the resources to Dime.Scheduler. Any planned data remains in place as each resource has a unique identifier regardless of its resource type. Any changes made to the resource types in Dime.Scheduler will be overridden by the settings in MS Dynamics NAV.

Department

A department is a generic term in Dime.Scheduler that allows you to sort and group resources on the planning board (among other components such as the planned tasks grid).

Options for "Department from" are:

• Blank: the value for department is empty for all resources
• Resource Group: resources are grouped in departments according to their assigned resource group
• Field: select any field (including any custom fields that may have been added) from the resource table. Resources are grouped according to the value assigned in the field.
  • Select the field in "Department Field"
• Dimension: select a dimension, resources are grouped according to the value assigned in the default dimension.
  • Select the dimension in "Department Dimension"

ℹ️ The department setting can be modified at any time. The modification takes effect the next time you send the resources to Dime.Scheduler. Any changes made to the departments in Dime.Scheduler will be overridden by the settings in MS Dynamics NAV.

Team

Teams provide another possibility to sort and group resources in Dime.Scheduler. Although teams have more functionality in MS Dynamics NAV (e.g. assigning the role of a team member), the FastTrack modules limits teams to sorting and grouping.

The options for "Team from" are:

• Blank: the value of team is empty for all resources
• Resource Group: resources are grouped in teams according to their assigned resource group
• Field: select any field (including any custom fields that may have been added) from the resource table. Resources are grouped according to the value assigned in the field.
  • Select the field in "Team Field"
• Dimension: select a dimension, resources are grouped according to the value assigned in the default dimension
  • Select the dimension in "Team Dimension"

ℹ️ The team setting can be modified at any time. The modification takes effect the next time you send the resources to Dime.Scheduler. Any changes made to the teams in Dime.Scheduler will be overridden by the settings in MS Dynamics NAV.

Resource Filters

Resource filters are a very powerful mechanism in Dime.Scheduler to find the right resource for a task and are also used in the data-driven security model to define segregation of roles and responsibilities. The filter options for standard resources are primarily used in service management but are of course applicable to other areas as well. You are free to define other filter groups in the DS Filter Groups setup outside of the FastTrack Wizard.

• Enable "Create Skill Filter" to create the necessary configuration in NAV to filter resources based on their skills.
• Enter the name the users will see in Dime.Scheduler for this filter in "Skill Filter Name".
• Enable "Create Service Zone Filter" to create the necessary configuration in NAV to filter resources based on the service zones in which they operate.
• Enter the name the users will see in Dime.Scheduler for this filter in "Service Zone Filter Name".

ℹ️ When using service management, it is recommended to enable these filters. By enabling one or both of the filters the FastTrack Wizard creates the necessary configuration in NAV to send the required filter values when sending service orders from NAV to Dime.Scheduler, allowing the user to use the automatic filter options in Dime.Scheduler.

Note that resources who are "Blocked" in NAV are still created in Dime.Scheduler, but are not shown to the user in Dime.Scheduler. Blocking or unblocking a resource in NAV will affect the "Do Not Show" setting in Dime.Scheduler.