User Instructions for Configuring the Graphical Dispatch Board

This guide walks you through the steps to configure the Graphical Dispatch Board setup in Microsoft Dynamics 365 Business Central. The setups that are added here will be seen globally by all users with access to the Graphical Dispatch Board.

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Step 1: Navigate to the Graphical Dispatch Board Setup Page

1. Navgate to Graphical Dispatch Board Setup in the search field and select the corresponding option to navigate to the setup page.

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Step 2: Configure Settings

Set Default View

1. Locate the Default View field.
2. Enter your preferred value.

Set Update Interval

1. Find the Update Interval (minutes) field.
2. Input the number of minutes for how often the system should update (e.g., enter 1 for updates every minute).

Set Allocation Grouping

1. Locate the Allocation Grouping field.
2. Input your desired grouping value (e.g., 7).

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Step 3: Choose Resource and Group Colors

Resource Color

1. Click on the field labeled Resource Color.
2. A color selection window will appear.
3. Choose your preferred color and click OK.

Resource Group Color

1. Click on the field labeled Resource Group Color.
2. When the color selection window opens, select your preferred color and click OK.

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Step 4: Set Priority Allocation Colors

Allocation - Default

1. Click on the field labeled Allocation - Default.
2. Choose preferred color and click OK.

Allocation - Low Priority

1. Click on the field labeled Allocation - Low Priority.
2. Choose preferred color and click OK.

Allocation - Medium Priority

1. Click on the field labeled Allocation - Medium Priority.
2. Choose preferred color and click OK.

Allocation - High Priority

1. Click on the field labeled Allocation - High Priority.
2. Choose preferred color and click OK.

Allocation - Critical Priority

1. Click on the field labeled Allocation - Critical Priority.
2. Choose preferred color and click OK.

Allocation - Non-Billable

1. Click on the field labeled Allocation - Non-Billable.
2. Choose preferred color and click OK.

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Step 5: Configure Allocation on Time Sheet

Insert Non-Billable Allocation

1. Locate the Insert Non-Billable Allocation on Time Sheet field.
2. Toggle the setting as needed:
3. Set it to No to prevent automatic insertion.
4. Set it to Yes to enable automatic insertion.

Modify Non-Billable Allocation

1. Locate the Modify Non-Billable Allocation on Time Sheet field.
2. Set the value to Yes to allow you to modify these allocations.

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Step 6: Save Your Changes

1. Return to the top of the setup page.
2. Ensure all fields are updated as needed.
3. Close the page to save your changes. The system will save your configuration automatically.

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Now the Graphical Dispatch Board is configured according to your preferences. You can use this setup to manage your tasks efficiently!