Resource Scheduling Board

Resource Scheduling Board Configuration

This article provides a comprehensive guide to configuring the Resource Scheduling Board (RSB) in Dynaway EAM for Microsoft Dynamics 365 Business Central. The RSB is a powerful tool for visualizing, planning, and managing resource assignments for work orders and maintenance activities.

Overview

The Resource Scheduling Board enables maintenance planners and supervisors to: - View all scheduled work orders and assignments in a calendar or Gantt chart format - Drag and drop work orders to assign or reassign resources - Monitor resource workloads and availability - Filter and group work orders by asset, location, work type, or other criteria - Quickly identify scheduling conflicts and optimize resource utilization

Accessing the Resource Scheduling Board

To open the Resource Scheduling Board: 1. Navigate to the Dynaway EAM menu in Business Central. 2. Select Resource Scheduling Board from the available options. 3. The board displays a timeline view of resources and their assigned work orders.

Configuration Steps

Follow these steps to configure the Resource Scheduling Board for your organization:

1. Define Resources

• Go to Resources in Dynaway EAM.
• Create or update resource records for technicians, teams, or equipment.
• Specify resource types, skills, and availability.

2. Set Up Work Order Types

• Navigate to Work Order Types.
• Define types of work orders that will be scheduled (e.g., preventive, corrective, inspection).
• Assign default resources or teams if applicable.

3. Configure Scheduling Parameters

• Access RSB Setup or Scheduling Parameters.
• Set default calendar views (day, week, month).
• Configure color coding for work order statuses (e.g., scheduled, in progress, completed).
• Enable or disable drag-and-drop assignment.
• Set rules for overlapping assignments and conflict detection.

4. Assign Work Orders

• Create work orders in Dynaway EAM.
• Assign resources manually or use auto-assignment features.
• Scheduled work orders will appear on the Resource Scheduling Board.

5. Customize Board Views

• Use filters to display work orders by asset, location, resource, or status.
• Group resources by team, skill, or department.
• Adjust timeline scale for detailed or summary views.

Key Fields and Actions

Below are important fields and actions available on the Resource Scheduling Board:

Best Practices

• Regularly review resource workloads to prevent over-assignment.
• Use filters and grouping to focus on critical assets or high-priority work orders.
• Resolve conflicts promptly to maintain efficient scheduling.
• Train planners and supervisors on drag-and-drop and board customization features.

Troubleshooting

• If work orders do not appear on the board, verify that they are assigned and scheduled.
• Check resource availability and ensure resources are active.
• Review scheduling parameters for correct configuration.

Resource Scheduling Board User Configuration

Resource Scheduling Board: User Configuration

This article explains how individual users can configure their personal settings for the Resource Scheduling Board (RSB) in Dynaway EAM for Microsoft Dynamics 365 Business Central. User-specific setup ensures that each user’s preferences are automatically applied when opening the board, streamlining daily planning and scheduling activities.

Overview

Each user can personalize their RSB experience by adjusting filters, display options, grouping, visible objects, and color schemes. These settings are saved and applied automatically, but can be changed at any time.

Accessing User Setup

• Open the Resource Scheduling Board.
• Use the toolbar to access user-specific actions and settings.

Toolbar Actions

• User Filters: Opens a list of all saved filters created by the user for RSB.
• Remove Default Filter: Removes the default filter applied to the user setup.

Note: Some fields may be hidden by default (e.g., Show Lines Caption Boolean).

Many options in the user setup can also be changed directly from the board using dedicated toolbar actions, so you do not need to open the user setup every time.

General Tab

Basic board setup options include:

*Highlighted scope differs for regular and advanced planning. See the chapter about moving objects for details.

Resources and Contractors Tab

Configure how resources and contractors are displayed and grouped:

If a group (resource or contractor) is not shown, it will not be created on the board, even if selected in setup.

Visible Objects Tab

Choose which blocks are shown on the board: - Resource Work Orders - Resource Round Orders - Contractor Work Orders - Maintenance Tasks - Resource Maintenance Absences - Resource Orders Simulations - Resource Rounds Simulations - Maintenance Tasks Simulations

Objects Tab

Configure how objects are highlighted and arranged:

Unscheduled objects are grouped differently depending on the selected grouping option (None, Group, Work Type, Responsibility Center).

Colors Tab

Set up color schemes for resources, orders, tasks, vendors, and contractors:

Advanced Status and Resource Line Status Colors

• To color by Work Order Advanced Status: Set 'Order Color By' to Work Order Advanced Status, then select colors in Advanced Maintenance Statuses.
• To color by Resource Line Status: Enable the field by personalization in the Resource tab on the Work Order Card, set 'Order Color By' to Resource Line Status, and configure colors in Scheduling Board Setup > Work Order Statuses > Resource Line Status.

To edit resource line status, right-click a work order and select Edit Work Order. Enable the Resource Line tab via personalization.

Key Functions on Resource Scheduling Board

Resource Scheduling Board: User Configuration

This article explains how individual users can configure their personal settings for the Resource Scheduling Board (RSB) in Dynaway EAM for Microsoft Dynamics 365 Business Central. User-specific setup ensures that each user’s preferences are automatically applied when opening the board, streamlining daily planning and scheduling activities.

Overview

Each user can personalize their RSB experience by adjusting filters, display options, grouping, visible objects, and color schemes. These settings are saved and applied automatically, but can be changed at any time.

Accessing User Setup

• Open the Resource Scheduling Board.
• Use the toolbar to access user-specific actions and settings.

Toolbar Actions

• User Filters: Opens a list of all saved filters created by the user for RSB.
• Remove Default Filter: Removes the default filter applied to the user setup.

Note: Some fields may be hidden by default (e.g., Show Lines Caption Boolean).

Many options in the user setup can also be changed directly from the board using dedicated toolbar actions, so you do not need to open the user setup every time.

General Tab

Basic board setup options include:

*Highlighted scope differs for regular and advanced planning. See the chapter about moving objects for details.

Resources and Contractors Tab

Configure how resources and contractors are displayed and grouped:

If a group (resource or contractor) is not shown, it will not be created on the board, even if selected in setup.

Visible Objects Tab

Choose which blocks are shown on the board: - Resource Work Orders - Resource Round Orders - Contractor Work Orders - Maintenance Tasks - Resource Maintenance Absences - Resource Orders Simulations - Resource Rounds Simulations - Maintenance Tasks Simulations

Objects Tab

Configure how objects are highlighted and arranged:

Unscheduled objects are grouped differently depending on the selected grouping option (None, Group, Work Type, Responsibility Center).

Colors Tab

Set up color schemes for resources, orders, tasks, vendors, and contractors:

Advanced Status and Resource Line Status Colors

• To color by Work Order Advanced Status: Set 'Order Color By' to Work Order Advanced Status, then select colors in Advanced Maintenance Statuses.
• To color by Resource Line Status: Enable the field by personalization in the Resource tab on the Work Order Card, set 'Order Color By' to Resource Line Status, and configure colors in Scheduling Board Setup > Work Order Statuses > Resource Line Status.

To edit resource line status, right-click a work order and select Edit Work Order. Enable the Resource Line tab via personalization.