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Part 4: Advanced Features
advanced
Planning Rules: Calendars, Constraints, Filters
Rule-based scheduling: calendars and working hours, date constraints, and custom resource filters that drive who can plan what, when.
17 lessons
The rules layer of advanced planning. Calendars define when work can happen; date constraints define when each task can land; custom resource filters define who is eligible to do it.
What you'll cover
- Planning within Business Hours with Calendars7 lessons
- Plan with Date Constraints5 lessons
- Custom Resource Filters5 lessons
Lessons
17 lessonsPlanning within Business Hours with Calendars
- 01Calendars — use case goalFrame the working-hours and holiday challenge calendars solve.2 min
- 02Creating a calendarCreate a calendar with working hours and set it as a default.4 min
- 03Managing the holidaysAdd day and week overrides to handle holidays and exceptions.3 min
- 04Scheduling within the working hoursUnderstand how the planning board enforces or warns when scheduling outside working hours.3 min
- 05A resource's calendarAssign a calendar to a resource and use parent-company calendar inheritance.3 min
- 06Scheduling overhoursConfigure and use the overhours toggle for legitimate outside-hours work.3 min
- 07Calendars — use case exerciseBuild calendars for two scenarios and assign them to the right resources.3 min
Plan with Date Constraints
- 08Date constraints — use case goalFrame the date-constraint challenge for service-level agreements and contractual deadlines.2 min
- 09Set up constraint parametersInstall the constraint extension and enable it in Application Setup.3 min
- 10Planning with constraintsRecognize and respect constraints during day-to-day planning.3 min
- 11Locking appointmentsLock appointments through Repair Status and through code-driven rules.3 min
- 12Constraints — use case exerciseConfigure SLA constraints and a lock policy for a real workflow.3 min
Custom Resource Filters
- 13Custom resource filters — use case goalFrame the custom-filter challenge for filtering on attributes beyond the standard set.2 min
- 14Setting up filter groupsCreate filter groups and define their values.4 min
- 15Linking the filters to the planning dataTag resources and tasks with filter group values, and use them in resource grid layouts.3 min
- 16Custom filters — use case exerciseBuild a department filter and apply it to the resource grid.3 min
- 17Custom filters — what's in the boxRecognize the broader uses of filter groups beyond the resource grid.2 min