Resources

This solution creates resources in Dime.Scheduler from the standard NAV Resource table. Most other FastTrack solutions rely on these standard resources, the exception being production routing planning, which uses work centers and machine centers instead.

The options in DS Setup and the FastTrack Wizard (shown in the screenshot below) let you define how to create groups and teams. Because most FastTrack modules depend on standard resources, we recommend selecting "Use Standard Resource table".

Resource type

A resource type is any property you use to categorize resources. Terms like rooms, vehicles, and machines are good candidates. It is a simple way to organize your resources and is especially useful on the planning board, where you can filter on it. Users can even create a planning board per resource type.

The FastTrack wizard lets you set up resource types from MS Dynamics NAV rather than in Dime.Scheduler directly (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 give you another way to sort and group resources in Dime.Scheduler. Teams carry more functionality in MS Dynamics NAV (for example, assigning the role of a team member), but the FastTrack modules limit 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 powerful mechanism for finding the right resource for a task. They also drive the data-driven security model, where they define segregation of roles and responsibilities. The filter options for standard resources are mainly used in service management, but they apply to other areas too. You can define additional 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 Enable these filters when you use service management. Enabling one or both makes the FastTrack Wizard create the configuration in NAV needed to send the required filter values along with service orders, so users can rely on the automatic filter options in Dime.Scheduler.

Resources that are "Blocked" in NAV are still created in Dime.Scheduler, but they are hidden from users. Blocking or unblocking a resource in NAV updates the "Do Not Show" setting in Dime.Scheduler.