The Planning board is used for scheduling work order jobs for workers, using a mobile interface. You can easily schedule and reschedule jobs. All changes are updated in real time.
The Planning board is installed on the Mobile client.
Planning board setup is completed in the Dynaway mobile app in D365FO.
The Planning board is used for planning unscheduled work order jobs on individual workers. Planners, supervisors, and managers can schedule and reschedule work order jobs on the Mobile Client. Scheduling is updated in real time. In the articles describing the Planning board, the words 'jobs', 'work order jobs', and 'work order cards' are used interchangeably. A job or work order card may contain one or more work order jobs.
The Planning board is designed for tablet and desktop use, with FHD (1920x1080) as the recommended minimum screen resolution.
You drag work orders or work order jobs from the Current work order list section on the right side of the screen to the calendar area to schedule them. Scheduling starts according to the calendar setup for the worker. Scheduling more work orders or work order jobs on the same day to the same worker will automatically schedule one after the other, in sequential order.
As shown in the figure below, you find a Detailed toggle button on the Planning board. When the Detailed button is activated (blue color), you see some of the details of work order jobs. When you deactivate it (white color), a collapsed view of the screen is shown, meaning only symbols are shown for work orders and notes as well as the color indications explained in this section. If you're managing work order planning for many workers, the collapsed view may give you a good overview of who's fully booked, who's overbooked, and who has available capacity in the period shown on the screen.
The Weekends toggle button allows you to show or hide weekends, giving you more space in the calendar area if you hide weekends by deactivating the button.
The first time you open the Planning board it is empty, no teams or work order lists are shown. The screenshot below shows what the Planning board looks like when you open it for the first time.
Start by creating at least one team and at least one work order list.
You can create teams and schedule work order jobs for team members on the Planning board. This is useful if you want to set up a team of workers with different skills, who work together on some jobs, or if you want to group workers according to specific trades.
When you create teams on one mobile device, those teams are available if you log in and work with the Planning board on another device.
When you select a Worker group or a Trade, the workers related to that group or trade are automatically added to your team from the Dynamics 365 for Finance and Operations backend. If changes are made in the backend regarding worker group members or workers related to a trade, that information is synchronized to the teams you create on the Mobile Client, but only after you log out and log in again on the Mobile Client.
The figure below shows two teams on the Planning board.
On the right side of the screen, a list of work order cards are shown. The work order cards contain unscheduled work order jobs. If a work order card contains several work order jobs, a message regarding number of jobs is shown on the work order card, for example, "2 lines".
The colored box on a work order card showing a number, for example, "3" or "4", refers to work order service level. The number shown as, for example, "2h" or "3h", shows number of scheduled work hours when the work order job is scheduled. It displays number of forecasted work hours when the work order job is located in the work order list section on the right side of the screen (unscheduled). If a work order card contains several jobs, the number showing scheduled work hours or forecasted work hours is a sum of all jobs.
The figures below show an example of the work order list with job cards. "WO-000155" has been selected, showing the two jobs related to the work order.
The first time you open the planning board, no work order lists are available. You create your own lists as you require.
If you see an All / Clear toggle button in the upper-right corner of the screen, you can select All, if you want to select all options shown on the screen. Select Clear if you want to remove the selections.
You find a search field below the Current work order list drop-down in the upper-right corner of the screen.
You can search for:
When you make a search, you search in all unscheduled work orders and work order jobs in the selected work order list.
You can search for an entire ID, or part of an ID. For example,
You find the navigation pane on the left side of the screen. You can quickly get access to other modules in the Mobile Client by selecting them in the navigation pane. The number of modules available depends on your company setup.
At the top of the navigation pane, you find a minimize/expand button. It can be useful to minimize the navigation pane when you are doing planning work, to maximize the size of the calendar area on the screen.