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Part 2: The Planning Process
foundations
Planning Preparation
Sending masterdata from Business Central, finding the work to be done, and finding the right resource by location, qualifications, and availability.
11 lessons
What you'll cover
- Overview2 lessons
- Sending the work to DS2 lessons
- Finding the work that needs to be done3 lessons
- Finding the right resource4 lessons
Lessons
11 lessonsOverview
Sending the work to DS
Finding the work that needs to be done
- 05The open task componentUse the open task panel as a live queue, and understand the open-to-planned mirror.4 minScript ready
- 06Getting more information from the gridExport the open task panel and add a today's-urgent layout to your toolkit.3 minScript ready
- 07Searching for detailsUnderstand that the details pane is configurable, and what custom field mapping enables.3 minScript ready
Finding the right resource
- 08Personalize the resource gridBuild a layout on the resource grid that fits one slice of your team.3 minScript ready
- 09Finding resources by locationUse the map to find work and resources by location, and plan clusters geographically.4 minScript ready
- 10Finding resources based on their qualificationsFilter the resource grid by skills, manually and automatically.4 minScript ready
- 11Finding resources by their availabilityRead the capacity pivot to answer availability questions.4 minScript ready