Resources: Overview

Overview

Your events can be linked to "resources" in DayBack; a resource can be anything you need to schedule--people, equipment, rooms--or a mix of those. And an event can even be linked to more than one resource.

"Calendar works wonders for us. Totally could not operate without it:
helps big time in controlling
production flow."
 - Jay Sanders, Lowy Frames & Restoration
 

Resources are shown on the Resource view of the calendar as columns, where you can drag events from one resource to another to balance your schedule.

Resource view: configured to show 7 resources at once.

(Detail) Resource view: configured to show 7 resources at once

Resource view: configured to show 16 resources on a large monitor.


Multi-Day Resource Scheduling

The Resources tab in the upper right of DayBack offers a couple options for the views shown above, including the option to scan across multiple days at once. This is very useful for balancing your workload.


Breakout View

This version of Horizon view lets you work at longer time scales (up to nine weeks at a time) while focussing on what’s scheduled for each resource. More info and a video of breakout in action are here:  Breakout by Resource – balancing your workload.


How can I change the list of resources?

Yes. The list of possible resources is maintained on the Filters tab of DayBack where you can create and rename resources. ( You'll soon be able to rearrange their order as well.)

Adding resource abbreviations (short names)

When trying to view a lot of resource columns it can be helpful to show abbreviated resources names. So when you elect to show more than twenty resource columns at a time, DayBack will display the resource's abbreviation instead of its whole name. 

Folders

By putting your resources into folders you can quickly filter at the folder level, showing or hiding all the resources in a folder at once.

If you'd like the same resource in more than one folder just create a second entry for the same resource name, placing each in their own folder.

Note that the  "none" column cannot be placed into a folder.


Resources in Salesforce

By default, DayBack will use an item's owner as it's resource. But when you map your objects' fields you can specify a field in your events table to use for resources: when the value in that field matches a value in this resources list, DayBack will draw the event in that resources column.


FileMaker Specific

Here's a nice overview of multi-day resource scheduling in FileMaker:

What if I'm using the ID instead of the resource name to link resources and events?

DayBack requires the field you've mapped to "Resource" be the name of your resource, but if you're using IDs as well you can set up your ID field to lookup the resource's ID based on the name entered in the field you've mapped to "Resource".

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