Resource Scheduling Grid in FileMaker

DayBack’s scheduling grids highlight gaps in your schedule across multiple weeks, so you know if you’re on track or overextended. These multi-week views are designed to be customized, and we’ve recently helped a customer create an exquisite depiction of their workload.

A Customized Scheduling Grid

SeedCode’s Ann Kiser customized this view in collaboration with our customer, Pär-Anders Björklund, from Linjepunkt Repro in Sweden. Linjepunkt offers high-end retouching and image processing services; the grid below shows their current project at the left and their resource allocation for each day.

Resource Scheduling in FileMaker

Customized scheduling grid for Linjepunkt Repro

Based on DayBack’s Built-in Pivot Views

This customization is a compact version of the “pivot views” built into DayBack Calendar. Below you’ll find a couple of screenshots from this stock pivot view. The first has “compression” set to off so that you see all of the text for each event. The second image has compression turned on, so each event only takes up one line.

FileMaker Calendar Scheduling

Built-in pivot view showing trucks as rows and days as columns
Field Service Scheduling in FileMaker

Built-in pivot view with compression turned on

In addition to this version, where each column is a day, pivot views are also available at smaller time scales. In those “timed” versions, each column is anywhere between five minutes and one hour.

Note that both of the screens above have calendar analytics turned on. The analytics chart that the bottom of the screen is reporting the value of the net invoice field in each appointment’s record. You’ll see a colored line for the invoiced amounts from the three resources/trucks. The orange dotted line represents a goal of $2,100.00 per day, per truck.

Charting Resource Revenue with Calendar Analytics for FileMaker

Configuring analytics to sum the values in a specific field

While this example uses analytics to track money, you can also use it to track time. Inside SeedCode, we use analytics to budget our time and make sure we’re able to keep our promises to customers. Here’s a short video on how we use analytics to track customizations to DayBack: Schedule Balancing with Calendar Analytics.


Resource scheduling, pivot views, and analytics are all built into DayBack Calendar for FileMaker.

Big thanks to Pär-Anders for letting us share this work!


 

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