Resources panel

The left-hand side of the schedule contains a set of technicians and material resources. Each resource is represented by a scheduling line.

This panel comprises several parts:

Header

Main filter

The main filter allows you to dynamically sort and filter resources based on the value of a filter data item.

This filter includes a list of context-sensitive values for the filter type chosen. 4 types of data can be used as the main filter:

Team:
- All teams: does not apply any filters to resources and sorts by team.
- My team: filters the resources belonging to the same team as the logged-in user.
- A team: allows you to filter the resources of the indicated team.
Discipline:
- All disciplines: does not apply any filters and sorts by discipline.
- A Skill: allows you to filter resources by discipline.
Manager:
- All managers: does not apply any filters and sorts by team manager.
- A manager: allows you to filter resources for the same manager.
Organization:
- All organizations: does not apply any filters and sorts by organization.
- An organization: allows you to filter resources belonging to the same organization.

Sorting configuration

Use this sorting button to display the resource sorting configuration area.

Main grouping: allows you to select which sort criterion the main filter will use and determines the type of the 1st level of resource grouping.
Secondary grouping: allows you to select a second level of grouping under the main resource grouping. This second grouping may be empty.
Buttons: allows you to sort the resources displayed for each grouping in ascending or descending order.
Cancel: closes the panel and does not take into account any changes made after opening the sorting configuration.
Apply: applies the sorting and closes the configuration panel.

Action button

This button provides access to various actions.

Scheduled work orders: allows you to quickly filter the basket of work orders with work orders having at least one line of anticipated resources or an occupation referring to a resource in the list.

Enabling this basket filter causes a filter label to appear on the basket of work orders. Pressing this filter label will return to the basket of unfiltered work orders.

List of resources

The list of resources is organized by resource type:

Technicians representing human resources.
Material resources representing physical resources.

Each type has a main grouping header (grey graphic line). This line corresponds to the main grouping chosen for resources in the resource sorting configuration.
A second grouping level for each main sorting level can be applied, if the user has selected a secondary grouping value.

When scheduling is displayed from the work order function, a main grouping is added in first place and is called "Anticipated resources."
It contains the resources of the type of technician or material resources designated in the work order lists of anticipated resources in order to facilitate the scheduling of the resources already anticipated.

Each group can be collapsed or expanded by clicking on the (+) or (-) icon in front of each group header.

At the end of the description, each resource has the menu with 2 actions:

Details: allows you to open a new tab with the resource detail form.
Scheduled work orders: allows you to quickly filter the basket of work orders with at least one scheduled resource line or occupation referring to the specifically chosen resource.