Hi FS Community, I am looking for some guidance.
I am designing a solution for a customer. The essence of the scheduling requirement is that a resource being booked to a job shouldn't mean that the resource is no longer available to book to other jobs. For them, a 'booking' simply means that a resource is 'permitted' to work on that job rather than being 'only allowed' to work on that job.
Now, I know that it's possible to manually overbook... but the customer should be using the scheduling assistant, as they need to be aware at the time of booking that there are other 'in effect' work orders. So essentially, lack of availability should not be a determining factor as to whether the resource shows in the available resources list in the scheduling assistant. Whatever I try, at the moment a resource will not appear in the scheduling assistant if they have other bookings.
I spotted an 'Allow Overlapping' setting in the filter pane, but I can't seem to get that to do anything, and if that were the correct setting, it would need to default for users - which is another challenge.
Does anyone have any advice? Thoughts greatly appreciated.
PS(A): I realise this is sort of like the soft bookings functionality in PSA... But I'm in the FS world.
Thank you
