Universal Resource Scheduling (URS)
| Feature | Release type | Target release month |
| Define groups of requirements with conditional logic | General Availability | November 2018 |
Create groups of requirements for scheduling
Create requirement groups consisting of multiple requirements and schedule teams of resources. For any given requirement group, resource requirements can be defined using a grid-based control that allows for requirements to be organized in a hierarchical manner and with all/any conditions.
Requirement group control
| Feature | Release type | Target release month |
| Multi-resource scheduling | General Availability | November 2018 |
Multi-resource scheduling
Dynamically assemble a group of resources to converge at the same time for intraday scheduling. Resources can be teamed together to meet onsite at a customer location, work together remotely, or fulfill appointments at facilities.
- Search across the multiple configurations of how the team can be assembled, set up on the requirement group.
- Mix and match:
- Pools and individual resources
- Individuals and crews
- People, equipment, and facilities
- Consider resource availability and current commitments.
- Predict travel time and assemble a team to meet onsite with a customer both for preassembled crews and dynamically putting a team together.
- Facility – Assemble a group of resources staffed at a specific location.
Finding availability for a team of resources
| Feature | Release type | Target release month |
| Schedule predefined resource crews | General Availability | November 2018 |
Predefined crews
Preassemble groups of resources that are always together for intraday scheduling. Crew scheduling allows you to define a group of resources who are scheduled for the same work during a period of time. Typically, a crew meets at a location in the morning, shares a vehicle, and is together all day from job to job. Companies focused on services that generally require teams of resources to accomplish jobs will often predefine a crew, a set of resources that stick together all day.
- Sample scenarios:
- Lead technician and apprentice (for example, HVAC)
- Maid services
- Sanitation services
- Moving services
- Landscaping
- Hood and grease trap cleaning
Crews are assembled with date effectivity, enabling a crew to be assembled for as long or as little time as you choose.
Schedule Assistant booking crew
Schedule Board with crew