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 for Microsoft Dynamics NAV.
After each “show and tell” lesson, we encourage you to repeat the steps from the lesson in your own software.
What to Expect from this Course:
- Look at the key Four Step Workflow.
- Review 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.
- Lastly, we will cover a few advanced topics, such as Custom Fields and Next Operation Links.
Upon completion of the course, you will have learned the “back end” of PlannerOne and the System Administrator functions.
By the time you are finished, you will be a master scheduler!
Rick Baxter
Lesson 6 - Display Tab
Lesson 7 - Actions Tab
Lesson 8 - Filter Tab
Lesson 9 - Planning Tab
Lesson 10 - Search
Lesson 11 - The Six View Tabs
Lesson 12 - Indicators and Details
New Section! - Load Charts
Lesson 13 - Day in the Life of a Scheduler (Workflow Review)
Lesson 14 - New Views in NAV
Lesson 15 - Skill Setup and Zones
Lesson 16 - Resource Assignments and Mapping
Lesson 16.5 - Service Orders and Dispatching
Lesson 17 - Departments Menu and Role Center
Lesson 18 - Help Files
Lesson 19 - Custom Fields
Lesson 20 - Links
Lesson 21 - Dynamics NAV Permissions
Lesson 22 - PlannerOne Setup in NAV
Lesson 23 - PlannerOne Manager
Lesson 24 - Browser Option
Version 6.0
PlannerOne Permissions
Start learning today!