Add preferred resources for a requirement

Add preferred resources to a requirement to apply restrictions on resource matches when scheduling with the schedule assistant or Resource Scheduling Optimization. The Preference Type determines how the resources match. You can add, change, or remove preferred resources.

1. In Field Service, select the Service area. Under Scheduling, select Resource Requirements.

2. Open a resource requirement, and select Related > Resource Preferences.

3. For each resource, define a Preference Type:

   • Preferred: The schedule assistant displays preferred resources first in the Gantt view if they match all other requirements and filters. It also shows a heart icon next to their name.

   • Restricted: The schedule assistant filters out any resources that are marked as restricted. The filter can be removed using the filter panel.

   • Must choose from: The schedule assistant filters results to only these resources. If none of the resources are available, schedule assistant doesn't return any results. The filter can be removed using the filter panel.

4. Select Save & Close.

Use preferred resources with Resource Scheduling Optimization

To consider preferred resources for Resource Scheduling Optimization, add the Maximize Preferred Resources objective to the optimization goal. Resource scheduling optimization attempts to match Preferred resources, always selects Must choose from resources, and never selects Restricted resources.