Resource Scheduling

Multiple resources can be assigned on one job/appointment. When a job is dragged and dropped, all resources that are assigned to that job will also move. If there is a clash for one of the resources, then the job will revert back to the original time to avoid double booking a resource.

There can be an unlimited number of resources. Resources can consist of staff, vehicles, consultants, in fact anything that you wish to create as a resource category.

Also see Scheduler

Drag and Drop Scheduling
Time Clash Management
Filter by resource
Recurring Schedules
Day/Week/Month/Year view
Multiple Resources on 1 Appointment
Graphical or List View

Summary

A full featured Resource Scheduler is also part of the BusinessMan system. Resources are created within resource categories, such as sales staff, admin staff, engineers, vehicles, meeting rooms, projectors, etc.

Multiple resources from any resource category may be scheduled on any appointments. Scheduler checks to ensure the resource is available before allowing the resource to be added to a schedule. It will NOT allow conflicting schedules to occur. At a glance, it is possible to view the disposition of any resource within the company, thus making the most efficient use of time and saving money.

Support for creation of recurring appointments for meetings/schedules/etc.
You can also assign a task to resources for example vehicle servicing. You can also create resources from stock items for example renting a digital camera

Features

Drag and Drop Scheduling
Double click time to schedule resource quickly
Recurring Schedules
Scheduling Templates
Multiple resources per appointment/job
Time clash management
Selectable day view
Filter by resource (see time planning for other resources)
Filter by category (See all resources in a category)
Flip view (Time/Resource or Resource/Time)
View tasks as well as schedules

Screen shots

Scheduler Month View

Scheduler allows users to view current appointments for a given category or resource. this screen shot is currently looking at a month view for the engineers on the system.

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Scheduler Multiday View

Scheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a multiday view for the engineers on the system.

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Scheduler Resource View

Scheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a resource view for the engineers on the system.

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Scheduler Week View

Scheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a week view for the engineers on the system.

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Scheduler Year View

Scheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a year view for the engineers on the system.

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Scheduler Timeline

This view shows schedules in a bar format over a time period of 1 day.

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Scheduler Timeline Month View

This view shows schedules in a bar format over a time period of 1 month.

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Scheduler Timeline 3 Month View

This view shows schedules in a count format over a time period of 3 months.

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Resource Scheduling Overview

Back at the main menu, we will now look at the Scheduler area of the system. This Scheduler area has more options than your "My Desk" area, as you can display all the resources from any category you wish. You have the choice of a horizontal or vertical view to display these resources. If you have many resources, the horizontal view is probably the most beneficial as you could display hundreds of resources and scroll up and down to view them.

You also have the option of a similar view to that available in your "My Desk" area in that you can select to view by user and you can choose how many days you wish to look ahead. This enables you to view your or any other member of staffs schedule for the future.

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.