Resource Planning App

A guide to using the Resource Planning app in FlowAgent for scheduling and resource allocation.

When to Use

Use this app when you need to plan, allocate, or track resources (people, equipment, etc.) for projects or tasks.

How It Works

• Resource Planning lets you assign resources to projects, tasks, or events.
• Visualize schedules and availability in the app dashboard.
• Integrates with modules for projects, tasks, and more.

JSON Configuration Example

Below is a real-world example of a Resource Planning app configuration:

{
  "resourceplanning": {
    "tasks": {
      "keyname": "opgave",
      "projectrelation": "projektmr_projektopgave",
      "noteTitle": "opgave-beskrivelse",
      "fieldmap": {
        "dateTimeSince": "opgavefield_planlagt-fra",
        "dateTimeUntil": "opgavefield_planlagt-til",
        "status": "opgavefield_status",
        "assigned": "opgavefield_tildelt"
      },
      "filters": {
        "types": [
          "projektmit_enterprise"
        ],
        "statusUnplanned": [
          "opgavefield_statusopt_under-forberedelse"
        ]
      },
      "defaultDuration": 60,
      "update": {
        "planned": {
          "opgavefield_tildelt": "[assigned]",
          "opgavefield_status": "opgavefield_statusopt_klar-til-udf-rsel",
          "opgavefield_planlagt-fra": "[datetimestart]",
          "opgavefield_planlagt-til": "[datetimeend]"
        }
      }
    },
    "projects": {
      "keyname": "projekt",
      "fieldmap": {
        "address": "projektfield_fuld-adresse",
        "latitude": "projektfield_latitude",
        "longitude": "projektfield_longitude"
      }
    },
    "createEventModal": {
      "titleSuggestions": [
        "Syg",
        "Fridag",
        "Tilsyns vagt"
      ]
    }
  }
}

Explanation

• tasks: Maps task key names, project relations, note titles, field mappings (dates, status, assigned), filters for types and unplanned status, default duration, and update logic for planning.
• projects: Maps project key names and address/coordinate fields for location-based planning.
• createEventModal: Provides title suggestions for quick event creation (e.g., sick day, day off, on-call duty).

Usage Example

• Assign a technician to a service job and see their schedule update automatically.
• Track equipment usage and avoid double-booking.

Tips

• Keep resource data up to date for accurate planning.
• Use filters to focus on specific teams or resource types.