Getting Started with Resource Planner

Getting Started with Resource Planner - 1 Year Access (1 User)

Learn to schedule your resources in Dynamics NAV with ease!


This course will take you through the basics of PlannerOne's Resource Planner. After each “show and tell” lesson, we encourage you to repeat the steps from the lesson in your own software. You will begin with a look at the key Four Step Workflow. Next, you will move to the Scheduling Board Orientation, so you know exactly how to use every option in Resource Planner. After a quick review in A Day in the Life of a Scheduler, you will learn about Skills Management and the mapping of your Jobs and/or Service Orders on a MapQuest Map. Finally, we will cover a few advanced topics, such as Custom Fields and Next Operation Links. Finally, you will complete the course learning the “back end” of PlannerOne and the System Administrator functions. By the time you are finished, you will be a master scheduler!

Rick Baxter
Rick Baxter
Lead Instructor - Cost Control Software

About the instructor

Rick is a Dynamics NAV expert with over 20 years of experience, focusing on the industries of Manufacturing, Jobs and Services, and Scheduling. Rick is the owner of Cost Control Software, a Microsoft certified ISV, located in Carmel, Indiana.

What's included?

27 Videos
1 PDF
1 Download

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