How to schedule Crews / Crews not appearing in Schedule Board under Resource Types

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Posted on by Inksrm

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Has anyone managed to schedule Crew's successfully and have the work order automatically scheduled to Child Resources in the Crew successfully?

When filtering on the Schedule Board, Crews are not listed in the Resource Type options. Additionally, if you have the crew Bookable Resource set as the preferred resource and try to filter on that, it doesn't return any results.

Is this by design?

What is the best/most efficient way to schedule Crews?

Categories:

Field Service

Scheduling (URS)

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Thomas David Dayman 11,323 on at

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Hi Inksrm,

Add this code:

<?xml version="1.0" encoding="utf-8" ?> <filter> <controls> <control type="characteristic" key="Characteristics" label-id="ScheduleAssistant.West.Skills" /> <control type="combo" source="entity" key="Roles" inactive-state="1" label-id="ScheduleAssistant.West.Roles" entity="bookableresourcecategory" multi="true" /> <control type="combo" source="entity" key="Territories" unspecified-key="UnspecifiedTerritory" label-id="ScheduleAssistant.West.Territories" entity="territory" multi="true" /> <control type="combo" source="entity" key="OrganizationalUnits" label-id="SB_FilterPanel_OrganizationalUnitsFilter_Title" inactive-state="1" entity="msdyn_organizationalunit" multi="true" /> <control type="combo" source="optionset" key="ResourceTypes" label-id="SB_FilterPanel_ResourceTypesFilter_Title" entity="bookableresource" attribute="resourcetype" multi="true"> <data> <value id="2" /> <value id="3" /> <value id="4" /> <value id="5" /> <value id="6" /> </data> </control> <control type="combo" source="entity" key="Teams" label-id="SB_FilterPanel_TeamsFilter_Title" entity="team" multi="true" /> <control type="combo" source="entity" key="BusinessUnits" label-id="SB_FilterPanel_BusinessUnitsFilter_Title" entity="businessunit" multi="true" /> <control type="order" key="Orders" label-id="FilterControl_OrderLabel"> <order name="name" entity="bookableresource" attribute="name" /> <order name="proficiencyscore" entity="bookableresourcecharacteristic" attribute="ratingvalue" /> </control> </controls> </filter>

to you filter layout:

value id = 6 is the resource type of 'crew'

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Inksrm 721 on at

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Thanks Thomas.

That worked for the Schedule Board filtering, but do you know how to enable Crew's in the Scheduling Assistant?

I'm still unable to select 'Crew' in the Schedule Assistant under Resource Types, and when the Preferred Resource is of type 'crew', the schedule assistant does not return any resources (see below).

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Thomas David Dayman 11,323 on at

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Hi Inksrm,

I had a look for you and at this moment I cant see how to schedule crew's in the Schedule Assistant .

But if you go into the Field Service Settings and Enable the Legacy Schedule Assistant. The old schedule Assistant allows you to schedule crews but for some reason the current one doesn't?

Hopefully this helps you.

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Inksrm 721 on at

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Thanks again Thomas, appreciate your help!

I've enabled the Legacy Schedule Assistant but I still don't see Crews in the Resource Types options and if I select a Preferred Resource with a type of Crew it doesn't appear in the list of resources.

Any suggestions here?

Cheers!

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Thomas David Dayman 11,323 on at

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You have to click on the Schedule Assistant on the work order form?

I don't think you can use the schedule assistant from the schedule board.

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Community Member on at

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Hi guys,

I am able to bring Crew and Facility under Resource Types in Schedule Assistant Filter. By following the same idea with Thomas:

- Go to Project Service > Schedule Board > Click Setting icons on the top right > Open Tab Setting at the bottom

- Select Schedule Types, click Open Default Settings

- Edit the Schedule Assistant Filter Layout, add value 6,7 for Crew and Facility

- Do it for all: None, Project, Work Order, Opportunity

- After that check again and all options are there

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bernie thibeault 115 on at

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Inksrm did you ever solve this issue?

Bernie

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DG FieldOne 150 on at

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What version of FS is installed?

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moko33 1,788 on at

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Hi guys,

I had a similar issue where I couldn't find Facility, Crew, Pool etc. Resource Types in Schedule Board Filter and Schedule Assistand Filter pane.

Even when I had the most recent version of Universal Resource Scheduling installed.

The solution was to go to Schedule Board => Settings => Open Default Settings => Other Settings

and change the

- Filter Layout

- Resource Cell Template

- Retrieve Resource Query

from "Default" to "Default [xxx] (3.0.0.0)".

Than also opened up "Schedule Types" (from same "Tab Settings - Default") and changed for all Entities listet here incl. "None" this:

- Schedule Assistant Filter Layout

- Schedule Assistant Resource Cell Template

- Schedule Assistant Retrieve Resource Query

- Schedule Assistant Retrieve Constraints Query

from "Default" to "Default [xxx] (3.0.0.0)".

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DG FieldOne 150 on at

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Exactly. If you upgraded from FS 7.X to 8.X, or if you upgraded from PS 2.X to 3.X and you are not seeing the options on the board, follow the previous guidance and make sure your schedule board and schedule assistant queries are pointing to the 3.0 version.

If you are on a previous version, crews are intentionally hidden when using the new schedule assistant and are only exposed when using the legacy field service schedule assistant

For FS 8.x and PS 3.x, to check the schedule board (not schedule assistant mode):

To change the values on the default board open the default board and then make sure the default board is pointing to the latest:

If the issue is happening when in the Schedule Assistant/Find Availability mode, check the values for schedule assistant. This is done from the default board only:

-Navigate to Default Schedule Board as outlined above

-Scroll to the "schedule types" section

-If your schedulable entities all say default for the schedule assistant records, you only need to change the "none" option, which serves as the default.

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