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Introduction to components

Components are the building blocks you assemble into a workspaceWorkspaceThe arrangement of components a user sees in the planning view. A profile saves it, and dock panels are how it is shaped.. Each one delivers a distinct set of features for planning, and you pick the ones that matter for the job at hand. Most components are also stateful: you can store their settings and share them with other users. A stored configuration of a component is called a layoutLayoutA saved arrangement of the planning board - visible resources, columns, and settings - that can be reused..

Add as many components (and their layouts) to a workspace as you need, and arrange them however you like. A saved workspace is called a profileProfileA saved snapshot of a user’s planning board configuration, including the chosen layout and view options.. Like layouts, profiles can be shared with other users.

The available components are:

  • Open Tasks: shows tasksTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. that need to be planned.
  • Planned Tasks: shows planned tasks in a grid for easier searching.
  • Task Details: shows detailed information about a selected task (open or planned) or appointmentAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board..
  • Gantt Chart: allows to plan projects using a Gantt chartGantt chartA timeline view for long-term project planning, showing tasks, durations, dependencies and milestones. including dependencies, constraints and multiple planning modes.
  • Map: shows the map, location of addresses, position of resourcesResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. and assets, calculated route, travel timeTravel timeThe time needed to get from one appointment to the next, calculated from their locations. The planning board can show it in front of each appointment and fold it into the schedule. and travel distance.
  • Resource Filters: allows to filter resources on the planning boardsPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline..
  • Calendar: you use the calendar to select a custom date range (other than the presets you find on the planning board) for the planning boards.
  • Category: shows a legend of the categoriesCategoryA visual indicator (a color) applied to appointments to classify or label them., which color means what?
  • Notifications: shows notificationsNotificationA message from the back office attached to a task, an appointment or the whole tenant. The notifications component lists them, and a colored vertical bar on the appointment signals their severity. about a selected task or appointment.
  • Route Sequence: visualize and change the sequence of a selected route on the map.
  • Capacity: pivot grid to report on the capacityCapacityThe amount of working time a resource has available in a given period, used to spot over- and under-planning. of the resources.

Every component ships with a standard setup. Dime.Scheduler applies it whenever the profile has no default layout for that component. Think of a component as a placeholder for a set of features you can configure and save. The example below shows two Open Tasks grids, each with its own state. They share the same type, so they offer the same information and capabilities, but they differ in the customizable parameters on each component. The next sections cover those configurable elements in detail.

Profile area

This granularity (profiles, layouts and components) lets you build a workspace that matches your preferences. Layouts are reusable, for instance: you can apply the same layout to a component in another profile, like this:

Profile area

Many components are connected to support the planning process. A key example is drag and drop: you drag open tasksOpen taskA task that has not been scheduled yet. It waits in the open task list to be placed on the planning board. and drop them on the planning board. Each component's page covers the interactions that originate from it. For now, keep in mind that they exist and that the component type, regardless of the layout applied to it, determines its capabilities.

Quick start​

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