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Part 2: The Planning Process
foundations
Finding Appointments on Your Planning Board
Visual indicators, retracing planned tasks, notifications, overbooking, and constraints — so the right appointments are always one glance away.
12 lessons
What you'll cover
- Overview2 lessons
- Visual Indicators4 lessons
- Retrace Your Planned Tasks3 lessons
- Informing the Planner3 lessons
Lessons
12 lessonsOverview
Visual Indicators
- 03Visual indicationUnderstand what visual indicators do, and the kinds of problems they solve.3 minScript ready
- 04Colour codingConfigure colour coding using categories, time markers, and pins entirely inside Dime.Scheduler.4 minScript ready
- 05Driven from BCConfigure visual indicators that follow Business Central data automatically.4 minScript ready
- 06Updating the Repair StatusSee how Repair Status drives the planning board through two case studies.4 minScript ready
Retrace Your Planned Tasks
- 07An overview of your appointmentsUse the planned task component as a queryable grid for everything already scheduled.4 minScript ready
- 08Retrace your appointments in the planning boardUse highlight and resource filtering to find what you need on the planning board itself.3 minScript ready
- 09Put into practiceRun an end-to-end customer-confirmation workflow using planned tasks, exports, and time markers.4 minScript ready
Informing the Planner
- 10NotificationsRecognize what fires a notification and where to read them.3 minScript ready
- 11Overbooked resourcesSpot overbookings using the capacity pivot's red sign.3 minScript ready
- 12Planning constraintsRecognize the constraint mechanisms Dime.Scheduler offers, and where the deeper coverage lives.3 minScript ready