Schedule resources for a project (Project Service)

Applies to Project Service app versions 2.x and 1.x

You can check resource availability to get an overall view of how booked your resources are, or you can filter the view by skills, team, location, and other options.

The schedule board shows list of resources and their availability. Select a view mode to show availability by Hours, Day, Week, or Month.

Before you use the schedule board, it’s important to set it up. For more information, see Configure the schedule board (Field Service or Project Service Automation).

If you are using an older version, for resource availability, see View resource availability.

Important

To use the schedule board booking functionality, geocoding, and location services, you need to turn on maps.

  1. On the main menu, select Resource Scheduling > Administration.
  2. Click Scheduling parameters.
  3. Open record and scroll down to the Resource Scheduling Optimization section.
  4. On the Connect to Maps field, choose Yes.
  5. Accept terms and save the record.
  6. On the main menu, select Project Service > Schedule board. From here, there are several ways to manually schedule a booking requirement. Choose the method that works for you.

Find available resources

  1. From the Booking Requirement list, right-click an unscheduled booking and choose one of the following:
  • Choose Find availability - Current Resources to find an available resource from the list on the schedule board.
  • Choose Find availability - All Resources, to find an available resource from resources in the system

    Note

    When you do this, the filters will show options for the selected booking requirement.

  1. When you see an available slot, right-click the time slot on the schedule board and choose Book Here. Or, drag and drop the booking requirement to the available time slot.

Book a resource using the daily view and find who’s under-booked

  1. On the schedule board, select View Mode and select Days.

    This shows a grid view of how many hours a resource is booked per day and which days they are free.

  2. Click the name of the resource you want to book, and then select Book.

  3. On the Resource booking (create) dialog box, choose the project that you want to book the resource for along with booking method and start and end times.

  4. When you’re done, select Book.

View to the schedule board

  1. Select an unscheduled booking requirement from the list at the bottom.

  2. Drag the booking requirement to an available resource/time slot on the schedule board.

  3. When you're done, select Book.

Additional resources

Resource manager guide