---
title: "The planning solution: FieldBuddy Dispatch Panel"
canonical: "https://help.fieldbuddy.com/space/FBDOCS/4906778652/The%20planning%20solution%3A%20FieldBuddy%20Dispatch%20Panel"
format: markdown
---
> ⚠️ This documentation is written for older version planning tool - Dispatch Panel (version 1, or DPV1). If you want to know more about newer version of it - check the following page about DPV2 - [https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/5181046791](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/5181046791)   
> ⚠️ For every customer that starts after 1/1/2023 is expected to use the DPV2

> Macro (toc)

On the dispatch panel, you’ll find all work orders that are assigned or can be assigned to resource units. For the data model, see: [https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4909826149](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4909826149).

# Planning Dashboard

The planning dashboard of the Dispatch Panel looks like this:

![image](media://8386edf3-1285-42f0-9e2a-b3ec8784eef6)

## The Menu Bar (upper panel) (1)

The** Menu Bar **is the upper panel of the Dispatch Panel. This **Menu Bar** has different settings which can be used to change the appearance of the Planning Dashboard. In the Menu Bar you can also filter on specific “**Resource Unit Groups (RUA)”**, '**Timeslots'** and “**Resource Units”**.

> ℹ️ Click one of the following links to learn more about:
> ℹ️ 
> ℹ️ - [RUA](https://upperdeck.atlassian.net/wiki/spaces/FBSC/pages/4931780609/How+to+assign+a+Resource+Unit+to+a+Resource+Unit+Group)
> ℹ️ - [Timeslots](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4906778652/The+planning+solution%3A+FieldBuddy+Dispatch+Panel#What-are-Timeslots?)
> ℹ️ - [Resource Units](https://upperdeck.atlassian.net/wiki/spaces/FBSC/pages/4559241227/How+to+add+a+user+to+FieldBuddy+Mobile#(1)-Create-a-Resource,-Resource-Unit-and-Default-Resource)

## Planning Board (upper panel) (2)

The planning board, located at the center of the Dispatch Panel, is automatically refreshed every 5 seconds. So when you add a Resource Unit Assignment, delete a Resource Unit Assignment and edit a Resource Unit Assignment, the Workbench will be updated within 5 seconds and the Resource Unit Assignment will appear, disappear or the records within the RUA-hover are changed. Like this:

- <u>*Resource Unit Assignment (RUA) changes in the Service Center (SC) applied automatically in the Dispatch Panel (DP)*</u>  
When a RUA is edited and saved in the Service Center, the Planning Board of the Dispatch Panel will be automatically refreshed in 5 seconds and after that every record that is changed within the Service Center will be also updated within the RUA-hover when you move your mouse over a RUA in the Planning Board.
- <u>*Deleted Resource Unit Assignments (RUA) in the Service Center (SC) will be also deleted in the Dispatch Panel (DP)*</u>  
When a RUA is deleted, the Planning Board of the Dispatch Panel will be automatically refreshed in 5 seconds and after that the RUA will disappear from the Planning Board.
- <u>*Created Resource Unit Assignments (RUA) in the Service Center (SC) will be also appearing in the Dispatch Panel (DP)*</u>  
When a RUA is created, the Planning Board of the Dispatch Panel will be automatically refreshed in 5 seconds and after that the RUA will appear within the Planning Board.

### View

You can choose different kind of views for the Planning dashboard. These views are, for example:

- <u>*All days*</u>  
This view will show all the days of the week. So, in other words, Monday till Sunday.
  <u>*Weekdays*</u>  
This view will show all the working days of the week. So in other words Monday till Friday.
  <u>*Weekend*</u>  
This view will show all the weekend days of the week. So in other words Saturday till Sunday.

A view can also be gray colored, and then it's not clickable. This is the case when there are no available Timeslots for that view.  
When you choose a view, this view will be saved to your custom settings (see down below for an explanation). This is because when you refresh the Dispatch Panel, the last view will be remembered.

### Resource units

Resource units are all units (installers) that can execute the work orders. Including assigned Work Orders divided by Timeslots. Do you want to know how you can add a user to FieldBuddy Mobile? Click [here](https://upperdeck.atlassian.net/wiki/spaces/FBSC/pages/4559241227/How+to+add+a+user+to+FieldBuddy+Mobile#(1)-Create-a-Resource,-Resource-Unit-and-Default-Resource). 

### What are Timeslots?

A Timeslot allows the admin in the Dispatch panel to filter Resource Unit Assignments (RUA’s) to a part of the day, time and validate them by date. A Timeslot is a period of time during a day that has a start and end hour. There can't be an overlap in the time slots, because the time slots are a sequence. The time slots are shown as checkboxes below the button 'Timeslots'. The values of the time slots are saved to the Users object. To learn more about managing Timeslots click [https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4929945700](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4929945700).

![image](media://3e86361a-8eaf-451c-a6cf-486d706699ad)

### Red (dotted) line

The dotted red line in the Dispatch Panel indicates the current day and time. This line automatically moves from left to right within a Timeslot and from Timeslot to Timeslot. When the red dotted line is in between two Timeslots, so current time is 13:00, and you have two Timeslots 11:00-12:00 and 14:00-15:00, then the line will stay at the end of the previous Timeslot. In this case, that is the 11:00-12:00 Timeslot. There is also another red line without dots at the end of each month, which indicates the transition of one month to another. Finally, the red dotted line in the Dispatch Panel is always moving into a gray marked background. This gray marked background indicates the current day.

## Workbench (bottom panel) (3)

The Workbench, located at the bottom of the Dispatch Panel, is an overview of all Work Orders depending on the selected Work Order List View. 

> ℹ️ Click [https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4929486860](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4929486860)  to learn more about the Work Order List view.

Also, from here, you can drag and drop Work Orders to the respective Resource Unit and Timeslot. 

![image](media://d24ebff7-b9c6-4b57-bc15-7c1ffff0b8d8)

The Workbench, located at the bottom of the Dispatch Panel, is automatically refreshed every 5 seconds. So when you add a Work Order, delete a Work Order and edit a Work Order, the Workbench will be updated within 5 seconds and the Work Order will appear, disappear or the records in the fields columns are changed. Like this:

- <u>*Work Order (WO) changes in the Service Center (SC) applied automatically in the Dispatch Panel (DP)*</u>  
When a WO is edited and saved in the Service Center, the Workbench of the Dispatch Panel will be automatically refreshed in 5 seconds and after that every record that is changed within the Service Center will be also updated within the columns in the Workbench.
- <u>*Deleted Work Orders (WO) in the Service Center (SC) will be also deleted in the Dispatch Panel (DP)*</u>  
When a WO is deleted, the Workbench of the Dispatch Panel will be automatically refreshed in 5 seconds and after that the WO disappear out of the Workbench.
- <u>*Created Work Orders (WO) in the Service Center (SC) will be also appearing in the Dispatch Panel (DP)*</u>  
When a WO is created, the Workbench of the Dispatch Panel will be automatically refreshed in 5 seconds and after that the WO will appear within the Workbench.

## Map (4)

Using the map on the right side of the screen gives you a clear overview of Work Orders that are planned for that day and their location. If there are multiple Work Orders in 1 or near 1 location, you’ll see the total number of Work Orders for that area. If you zoomed in on that location, the Work Orders will be displayed at their actual location. 

![image](media://dfea10af-06f9-4387-a46c-9cff44f28672)

## Info button

> ℹ️ If you’re experiencing issues and would contact our support department, they might require this information.

There is an 'info' button within the Dispatch Panel that can be clicked in the bottom right corner. Clicking this 'info' button gives an 'info' pop-up that displays the current version and build date of the Dispatch Panel.

![image](media://f3615df4-48db-4348-b74b-b4c0fdff80fd)

![image](media://32baaed5-b38a-4325-8b45-0ae174773f27)