Dan Gittler articles

Dan Gittler
Principal Program Manager
Published 
7 min read

6 tips for global versus local changes – Universal Resource Scheduling 

In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to enable local branches to swiftly adapt to their unique requirements without jeopardizing the global implementation. I
Published 
3 min read

9 tips to maximize your screen real estate on the schedule board 

The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources and a few unscheduled requirements, and that’s before expanding the filter panel or the details panel!

How to change advanced settings for the Schedule Assistant 

There are advanced settings in the filter control that allow you to change the behavior of the Schedule Assistant. Options include: Real Time Mode Allow Overlapping (Ignore Proposed Bookings)  (Multiday) Ignore Travel Time Ignore Duration   By default, these are all deselected, except for Ignore Proposed Bookings, which is selected by default. What if you