Jobs

The Dime.Scheduler FastTrack solutionFastTrack solutionOne module of the Business Central or NAV connector that makes a kind of record plannable, such as service orders or production routing. Each has its own enable switch in the FastTrack wizard. for jobsJobA high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address. lets you schedule NAV jobs from the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline.. It gives you:

• A choice between planning a job as a single taskTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. or planning each job task line as its own task. The default categoryCategoryA visual indicator (a color) applied to appointments to classify or label them. can be set to the job posting group.

• Two-way updates: when you plan resources for jobs in Dime.Scheduler, the matching job planning linesJob planning lineThe Business Central record that books a resource on a project (job) task. Planning a project task in Dime.Scheduler creates or updates one. in NAV are created or updated automatically.

• Person-responsible filtering. Create a filter groupFilter groupA configurable set of fields used to filter resources and tasks on the planning board. in Dime.Scheduler based on the person responsible for the job, and the data-driven securityData-driven securityRestricting which records a user can see based on the data itself - for example a region or business unit - rather than on their role. mechanism gives each user a personalized view that shows only the jobs they are responsible for. A manager who oversees several job managers sees all of their jobs.

• Time sheet integration. When this is active, the resource's time sheetTime sheet (Business Central)The Business Central record that registers hours per employee. Dime.Scheduler can fill it from the plan (planned time) or from released time entries (time registration); running both for the same work registers the hours twice. is filled out automatically from the planning in Dime.Scheduler, and it updates again whenever you change the planning.

Configuring jobs

• To enable the FastTrack solution, select "Enable Jobs".

• Two checkboxes control how 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".

• A planned task in Dime.Scheduler defaults to 1 hour (when you drag and drop a task from open tasks to a resource on the planning board). To use a different value, enter it in "Default Duration Job Task".

• In "Default Category", choose which NAV field sets the color of a planned task when you drag and drop a task from open tasks to a resource on the planning board: select a job posting group, or leave it blank to use the default color (blue).

• Select "Create Person Responsible Filter" and enter the filter name that users see in Dime.Scheduler. The FastTrack Wizard sets up the "Person Responsible Filter" configuration for you, and NAV then sends the person responsible for each job to Dime.Scheduler.

• Select "Plan In Gantt Chart" to plan your jobs in the Gantt chartGantt chartA timeline view for long-term project planning, showing tasks, durations, dependencies and milestones.. The scheduling mode can be one of:

  • Normal
  • Fixed Duration
  • Effort Driven
  • Dynamic Assignment

• Select "Update Time Sheet from Planning Board" to create or update the resource's time sheet in NAV automatically whenever a task is allocated to a resource or a planned task is modified in Dime.Scheduler.