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Part 4: Advanced Features
advanced
Advanced Planning Board
Power-user features that live on the planning board itself: the capacity pivot, appointment containers, and routes. Closes with a capstone use case combining the three.
18 lessons
The visual/spatial power features of the planning board. Deep-dive capacity pivot, appointment containers, routes — then a capstone that combines all three for a richer "find the right resource" exercise.
What you'll cover
- Deep-dive into the Capacity Pivot6 lessons
- Connecting Appointments with Appointment Containers5 lessons
- Plan Routes6 lessons
- Capstone — Advanced Resource Finding1 lesson
Lessons
18 lessonsDeep-dive into the Capacity Pivot
- 01Capacity pivot — use case goalFrame the capacity pivot challenge this section solves.2 min
- 02Grouping and structuring dataConfigure rows, columns, and values in the capacity pivot to match your business structure.4 min
- 03Label & value filtersFilter the capacity pivot down to the slice that answers your specific question.3 min
- 04Settings & field settingsTune pivot behaviour and field-level options, including multi-day distribution.3 min
- 05Capacity pivot — use case exerciseBuild a pivot that solves the junior-consultant scheduling problem.4 min
- 06Capacity pivot — potentialRecognize that the pivot can show units other than hours.2 min
Connecting Appointments with Appointment Containers
- 07Containers — use case goalFrame the appointment-container challenge this section solves.2 min
- 08Grouping appointments with appointment containersCreate containers and group existing appointments into them.4 min
- 09Scheduling with appointment containersMove, lock, collapse, and sync containers as planning units.5 min
- 10Containers — use case exerciseBuild a multi-stop route as a container, then reschedule it as a unit.4 min
- 11Containers — what's in the boxRecognize that containers can be created from Business Central too.2 min
Plan Routes
- 12Routes — use case goalFrame the routing challenge for field teams that move between locations.2 min
- 13Getting more out of the MapConfigure traffic, truck attributes, containers, bulk-select, and the profile-vs-application-setup distinction.4 min
- 14Sequencing the route's stopsUse the route sequence component to optimize the order of stops on a route.3 min
- 15Action URIsAdd action URIs to launch external tools or workflows from inside Dime.Scheduler.3 min
- 16Live-trackingUse live tracking responsibly to see resource locations in real time.3 min
- 17Routes — use case exercisePlan, sequence, and dispatch a multi-stop route using the routing tools.4 min