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Create booking on Schedule board
From the Bookable Resource Booking list I am able to create booking without selecting any requirement. On the Schedule board I would like to be able to create a booking for a Resouce, ideally by selecting the timeslot, by selecting the Resouce create the Booking whitout entering any requriement. Currently it is not possilbe when creating the booking on the schedule board. The system requires to select and existing or create a new requirment in advance. -
Schedule board map customization
On the Schedule board's map view I can see the location of the resources, requirements, bookings. I would like to make visible a custom entity on the Schedule board map. This should be always visible without connecting a requirement to it. -
Multi-select on Schedule board
On the Schedule board I would like to select and drag and drop more than one requirement at the same time. -
Personal views on Schedule Board
Our customer works with a lot of dispatches. Each dispatcher has their own group of requirements (based on i.e. Territory or Resource groups). These dispatchers would like to set up their on personal Schedule Board with their pre-filled Requirement views. Currently they cannot do that, because: - it is not possible to add Personal views to the Requirement pane - users are not able to save their filters on the Requirement pane - Scheduler Settings are not personal, if one user changes the setting, it changes for all users, who are using the same board - Resource filters can be saved, but that is also not personal, it is saved for all users, who are using the same board. -
Schedule board Map's Date
In the Schedule board's Map view in Hourly view, the Date. The selectable dates are based on the number of days shown in the Gantt, however when I switch to anohter date, it does not update (or jumbp) to the date on the Gantt. This would be a useful, when planning ahead. -
Filter view lookups
Hello! On the Schedule board's Filter pane currently it is not possible to show more information about the records but the primary field in the filter layout, but our customer will use only codes in the Primary field and they would like to see other fields i. e. the description as well in the lookup. This is not possible for neither the standard nor the custom tables. We would like to have this option also on the schedule board. -
New schedule board - retrieve resources query
On the schedule board there is an option to change the Retrieve resources query. In our system we made our on query to fetch the resources. However when a user updates the query on the board, it does not update immediately, the user has do do the update twice on each board. This takes time and education for all users to make the functionality work.
According to Microsoft support changing the query that is used to fetch resources does not automatically re-run the resource filter and search on the board.
For the time being there are no plans on to support this scenario since customers do not frequently change these settings as part of normal operation of the board (only in configuration and setup).
They have also suggested creating a new board tab that will have its own settings and can use its own resource query in case you need to switch between resource queries often. Possibly opening both schedule board tabs in separate windows.
Our customers would like to have this fetch updated automatically.
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Field security profile for business unit modernization
Hello!
We are working on a solution for our customers to provide the option to work in multiple business units via the modern business feature. However we noticed when we add different roles to our users with their different Field security profile we can not determine which FSP belongs to which business unit. This seems to be not supported in the Modern Business unit feature. Please extend the functionality so we could utilize the full security setup to support our customer's requirements.
Thank you