Visual resource scheduling for Microsoft Dynamics 365 Business Central

Posted by Ute Gillet on May 1, 2019 10:28:00 AM

You most certainly know our Visual Scheduling Suite for Dynamics NAV (2013 up to 2018). But, of course, we are also "in synch" with the latest developments on the Dynamics 365 Business Central software and are currently in the process of developing our Visual Scheduling Suite 2.0 – based on JavaScript and - fully applicable for Microsoft Dynamics 365 Business Central for cloud and on-premises. So far, we've come up with the Visual Resource Viewer for Dynamics 365 Business Central for the cloud that allows managing your resources, their allocations, free or exceeded capacities and absences in one view

With this blog post you get a short introduction to our latest "baby" ;-).

The Visual Resource Viewer is essential for all resource planners working with Microsoft Dynamics 365 Business Central. As said above, there's only one view showing resources, their allocations, free or exceeded capacities and absences of the modules Service, Assembly, Jobs.

If you're familiar with our existing Visual Scheduling Suite, you can easily switch, since the handling of the Suite 2.0 has stayed the same by and large. If you're a newbie to visual scheduling, that's not much of a problem either because the software is very easy-to-use and you will quickly find your way around.

So, without much further ado, I'd like to outline for you 7 basic features of our new Visual Resource View.

 

#1 One view - three tables

While Dynamics 365 Business Central puts the information of the modules Service, Jobs, and Assembly into three different tables, the Visual Resource Scheduler bundles all information of these three tables into one view.

VRV-Start-Screen


#2 Fully integrated

As known from our "old" Visual Scheduling Suite the VRV also fully integrates with Dynamics 365 Business Central. This means that by double-clicking a Job Planning Line, an Assembly Order Allocation, or a  Service Order Allocation, you'll directly switch to the according Dynamics 365 Business Central dialogs where you can navigate and make changes as usual.

 

Open D365 BC dialogs in the VRV

 

#3 Absence information

The Visual Resource Scheduler shows a resource's absences thus giving the planner full overview of the resource availability:

 

Absence information in the VRV

 

#4 Easy rescheduling

Rescheduling in the VRV is very easy. Just make your changes and reload. Due to being fully integrated in Dynamics 365 Business Central, the changes will be directly shown in the VRV. In the example below, the due date of an Assembly Order was changed by one day:

 

vrv_reschedule 

#5 Quickly switch views on data

The VRV allows to view your data from different angles easily and quickly.

  • Collapsed resources show their capacity load in one row

    vrv_capacity_load_one_row

 

  • In expanded resources the resource allocation is shown grouped by jobs, service, assembly, and absence

    vrv_expand_resource

  • Show a resource capacity curve to see free and exceeded capacities

    VRV-histogram-collapsed-resource
  • Of course, you can combine both views

    VRV-histogram-expanded-resource

#6 Refine Dynamics 365 Business Central capacity information

In D365 Business Central a resource's availability can be viewed by day, by week, by month, etc. each view, of course, providing the planner with information fitting his current planning situation.

Example: Capacity calculated per day or per week in Dynamics 365 Business Central

Let's have a look at the resource "Rhys Hungerford" on 11/4/2018 viewed by "Day". The calculation based on daily capacity amounts to -4 hours:

 

availability_card rhys VRV

 

Viewed by "Week", the calculation based on weekly capacity amounts to + 16 hours:

 

VRV resource availability card

 

Refined information in the VRV

Naturally, the VRV visualizes the same information at the same time, however, refining them by providing warnings, showing allocation details and still always offering the full overview of the whole plan. .

Let's see now how the VRV visualizes the information shown above.

Daily capacity

Of course, the VRV comes to the same result as D365 BC, calculating the daily capacity from Capacity(=8) - Total Load( = 12) = -4, but this information can be gathered by one mouse actionYou need not leave the plan and open a whole lot of cards

VRV: tooltip 

 

Weekly capacity

The same can be said for the weekly capacity. After having set the histogram's curve aggregation to "Per Week", the capacity is calculated as described above: 40 - 24 = 16 hours.

 

VRV: curve aggregation weekly

 

#7 Easy navigation

Use the VRV's comfortable functions for easily navigating your plan:

Timeframe

Set the timeframe for the timescale, either fixed by absolute values or relative to the workday

 

VRV Setup dialog

 

Zooming and scrolling

The VRV offers a drop-down menu for comfortably and quickly zooming and scrolling to the desired parts of your plan.

Set timescale in the VRV


You can:

  • Zoom directly to  Work Day, Work Week, or Work Month by clicking the according icons:
  • Zoom individually by mousewheel

    Zooming in the VRV

  • Scroll to Workdate

    Click this item to directly get the workday into sight again

  • Switch to default timescale

    Select "Fit into View" to return to the timescale as defined in the "Setup".                                                                                                                                                                 

More information

  • Watch a recorded webinar about the Visual Resource Viewer.
  • Browse our knowledge base for learning how to use the VRV.
  • Download our ebook about visual scheduling for Microsoft Dynamics NAV: 

Ebool visual scheduling for Microsoft Dynamics NAV

 

Topics: Dynamics NAV Visual Scheduling, Microsoft Dynamics 365 Business Central, Resource scheduling