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In D365 field service is their a way to allocate a certain % of the total resource availability for few specific jobs?
So for instance, we'd want resources to work on more profitable jobs so would like to allocate a higher % of resource availability for such jobs while we allocate less for other jobs.
Oracle Field Service has a feature called quota to achieve this.
Hi Rohit.
I don't know any functionality in Field Service that splits the resource utilization/capacity.
You will need customization to create an attribute on the bookings to flag if it is highly profitable or not so you can customize the schedule board resource attribute to display it.
docs.microsoft.com/.../extend-schedule-board-custom-resource-attribute
Thanks. We also have an associated requirement. We will provide the end customers themselves to book appointment (using the self-service field service portal or a custom power app portal). In this portal also we'd want to show resource availability based on the type of work. Understand that this would also require customization but finding it hard to map this to a flag on the booking
Hi.
In the portal, you could enable a resource pool to be scheduled instead. It will allow you to manage its capacity.
The downside is the Scheduler will need to keep an eye on the resource pool to assign the bookings.
I also think that you could consider the pool to measure your high profitable jobs. I just don't know how much more admin work you are going to give to the Scheduler. See the overlook scenario where you can manage the capacity.
docs.microsoft.com/.../resource-pools
This was perfect. But it has a small restriction. Onsite scheduling is excluded from pool scheduling. Hopefully we'll be able to manage something with some customization.
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