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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 goalAfter this you can explain why calendars matter and state the calendar setup goal for your team.Quiz2 min
- 02Creating a calendarAfter this you can create a calendar with working hours, set a tenant default, and verify off-hours on the planning board.Quiz4 min
- 03Managing the holidaysAfter this you can add day, week, and weekday overrides for holidays and other exceptions on a calendar.Quiz3 min
- 04Scheduling within the working hoursAfter this you can predict warn, block, or allow behaviour when scheduling outside working hours and use Override Working Hours when appropriate.Quiz3 min
- 05A resource's calendarAfter this you can assign a calendar to a resource and explain tenant default and company-level inheritance.Quiz3 min
- 06Scheduling overhoursAfter this you can enable overhours in Application Setup, use the planning board toggle for legitimate outside-hours work, and restrict access by role when required.Quiz3 min
- 07Calendars - use case exerciseAfter this you can configure a team summer schedule and individual leave using calendars and overrides, then verify behaviour on the planning board.Quiz5 min
Plan with Date Constraints
- 08Date constraints - use case goalAfter this you can name date constraints your team checks manually and state the automatic enforcement goal for the planning board.Quiz2 min
- 09Set up constraint parametersAfter this you can install the constraint extension, enable constraints in Application Setup, and verify constraint data reaches the open task panel.Quiz3 min
- 10Planning with constraintsAfter this you can sort by constraint urgency, schedule inside allowed windows, and respond correctly to violation warnings or blocks.Quiz3 min
- 11Locking appointmentsAfter this you can configure Repair Status locks, recognize locked appointments on the board, and explain when custom code adds lock rules.Quiz3 min
- 12Constraints - use case exerciseAfter this you can configure a forty-eight-hour SLA constraint, sort the open task panel by deadline, lock Finished work, and test the full round trip.Quiz5 min
Custom Resource Filters
- 13Custom resource filters - use case goalAfter this you can name one filtering question standard filters cannot answer and state the filter-group setup goal for your team.Quiz2 min
- 14Setting up filter groupsAfter this you can create a filter group, add values with optional colour and icon, and explain how the same mechanism powers skills and indicators.Quiz4 min
- 15Linking the filters to the planning dataAfter this you can tag resources and tasks with filter values, build filtered resource grid layouts, and use automatic matching when configured.Quiz3 min
- 16Custom filters - use case exerciseAfter this you can confirm department tags from Business Central, save one resource grid layout per department, and switch layouts on the planning board.Quiz3 min
- 17Custom filters - what's in the boxAfter this you can list where filter groups apply beyond the resource grid and choose one additional use when setting up a new group.Quiz2 min