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770 Resource Scheduler

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0% found this document useful (0 votes)
31 views8 pages

770 Resource Scheduler

Uploaded by

andini eldananty
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Applications Overview

Payroll & Resources

Resource
Scheduler
Part of the Payroll & Resources
application
Trademarks
Pronto Software, Pronto, Pronto Xi, the
Pronto interrobang logo, the P interrobang logo,
Pronto Woven, Pronto iQ and Pronto Cloud are
all registered trademarks of Pronto Software
Limited. All other marks are the property of their
respective owners.
Copyright © 2023 Pronto Software Limited
(ABN 47001337248).

Disclaimer
This document contains statements related to
our current and future developments that may
constitute forward-looking statements.
They are subject to changes and may be available
in a Pronto Xi 770 service pack or future release
of Pronto Xi.
All diagrams, drawings, product screenshots
and any other types of visualisations in this
document, use demo or synthetic data created
for display purposes only.
Contents
Resource Scheduler 4
User access 5
View types 5
Resource
Scheduler
Quickly allocate
resources with
Resource Scheduler,
maximising your
efficiency
Finding
my best
resource

4
Resource Scheduler is an intuitive single- User access
system web application that enables you to
efficiently allocate and reschedule resources, Scheduler users can be defined as either
teams and equipment, reducing hours of enquiry users or maintenance users.
manual work and eliminating disparate
systems. Maintenance users can perform duties on the
scheduler based on their specific user access.
Manage the entire resource management
life cycle in Pronto Xi with the Resource Enquiry users can only see what is displayed
Scheduler. You can plan your resource, on the scheduler based on the roles assigned.
team or equipment allocations with full
visibility across Pronto Xi’s Service, Project,
Maintenance Management and Resource
View types
Management modules. The Resource Scheduler is divided into two
sections on the one screen – Unallocated
This enables your projects to meet deadlines, Activities and Resource availability.
stay on budget, and ensure minimum strain is
placed on employees and resources. Different types of views include:

You will also be able to allocate the most Planner view


appropriate service engineers – as well as
required equipment – to carry out service Planner view displays all unallocated activities
work. This functionality is equally applicable across the modules and resources that the
to fulfilling maintenance work order user has access to. It can be toggled to be a
requirements. dedicated view of unallocated events (which
are activities that are yet to be allocated to a
Once the Resource Scheduler is in use, resource) based on the module under review.
planning will be based on historical data and The views are:
adjusted to anticipate bottlenecks and low
activity periods, eliminating guesswork. • Unallocated Events – Project Tasks

• Unallocated Events – Maintenance


Whether you are resourcing task-based
Work Orders
engagements, rosters or specialised services,
the Resource Scheduler is a versatile planner • Unallocated Events – Service Calls
that lets you estimate and plan resource
allocation visually. Quickly narrow down the Team colour coding gives the user the ability
available resources with a variety of filters. to easily see the utilisation of different teams,
while a timescale toggle allows users to
With Pronto Xi’s Google Maps integration, you quickly move between the day, week and
know where your resources are and can route month view on both the Unallocated and
them based on their proximity to call locations. resource availability screen sections.

Unpredictable resource needs are a constant


in service organisations. By having a real-time
view of your current resource allocations,
unplanned situations become an opportunity
to delight customers. It means you can focus
on serving real customer needs – rather than
putting out fires.

5
Map view Best routes and location history

Using web-based map technology, Pronto Xi Service managers can review location history
helps users to quickly access a map or driving to further optimise resource allocation
directions for their next service call by clicking strategies and improve customer service
the relevant map link on the screen. response times.
Resource Scheduler | Payroll & Resources

Service managers can stay up-to-date with By understanding the location of your
the location of each member of the service field resources, you can build cost-saving
team and allocate calls based on real-time efficiencies into your organisation’s processes
information including traffic, route and location. without compromising customer satisfaction
or work health and safety obligations.
Service call map view
Scheduler view
Service managers can locate the nearest
available team members based on the service Scheduler view offers auto-refresh capabilities.
call address. With all the relevant resource This refresh will be performed automatically,
information (including workload) readily but can be configured to control the
available, it’s easy to select a service team frequency of the refresh.
member and immediately allocate them to a
call based on availability.

Optimise your planning with integrated Google Maps

Take an hourly view of your unallocated events and resources

6
About us

We are an Australian developer of award winning


business management and analytics solutions.
Pronto Xi, our Enterprise Resource Planning (ERP)
software, integrates accounting, operational and
mobile features in a single system – optimising
business processes and unlocking actionable insights.
That’s why for more than 40 years, over
1,500 Australian and global organisations, across
a wide range of industries, have trusted Pronto Xi
to simplify their most complex challenges.
With headquarters and our Development Centre
located in Melbourne, we have support offices and
consultants based across Australia, as well as a global
network of Resellers and Solution Partners. Specialised
business units within Pronto Software have the
expertise to assist you with pivotal technology –
Digital Transformation with Pronto Woven, Cloud and
Hosting services with Pronto Cloud and Business
Intelligence solutions with Pronto iQ.
When you choose Pronto Software, you gain a team
with deep industry experience, giving us the ability to
understand your specific needs and build innovative
solutions that drive business growth and revenue.

[email protected]
1300 PRONTO (1300 77 66 86)

pronto.net Pronto-Software
@ProntoSoftware ProntoSoftware
P_AO_Resource Scheduler_01_0223

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