Configure resource selection modes in scheduling models

Use logic types and bulk rules to define how resources and teams are automatically included in or excluded from scheduling models. To reduce manual configuration time and prevent scheduling errors, ensure that only intended personnel are scheduled.

Prerequisites

• You must have access to the Scheduling model definition interface.

Set the resource selection mode

To select whether resources or teams are included in the resource mode:

1. Navigate to the model definition interface.

2. In the mandatory Resource selection mode combo box, select the model’s logic:

   • Include Selected: You must manually select each entity.

   • Exclude Selected: All resources and teams are included by default.

     • Note: To remove resources and teams, you must manually select them.

3. Click Save.

Define exclude mode default parameters

To set the global rules for all resources that do not have custom overrides in Exclude selected mode:

1. In the Teams default parameters tab, select an Integration type (for virtual models only):

   • By team (default): Resources are managed according to team structures.

   • By single resource: Individual tasks are assigned to individual resources, in addition to team tasks.

   • No-one: No integration with individual tasks occurs.

2. If resources not assigned to a team must work as individuals and cannot be included in broader information, toggle the Not in team switch to True.

   • Note: This is for virtual models only.

3. To allow the model to utilize overtime for included resources, toggle the Use overtime switch to True.

   • Note: This is the default.

4. Click Save.

Manage resources and teams in bulk

To move resources between lists and apply custom rules:

1. Within the model, navigate to the Resource table.

2. To identify target resources, filter the list by name or surname.

Move resources

To move resources between lists:

1. Select multiple resources in the Include/Global list.

2. Click the Mass exclusion command.

3. Select resources in the Excluded list.

Note: To re-include resources, click the Remove from list command.

Apply custom rules

To apply custom rules to multiple resources:

1. From the main list, select the target resources or teams.

2. Click the Define custom rules mass command.

3. In the prompt, enter these values:

   • Integration type

   • Not in team

   • Use overtime

4. To update the records, click Apply.

Refine individual resource rules

As needed, modify or remove rules.

Modify an exception

To modify an individual exception:

1. In the Resources with custom rules list, click on a specific resource name.

2. Enter the specific overrides for:

   • Overtime.

   • Team integration.

3. Click Save.

Remove an exception

To remove custom exceptions:

1. In the Resources with custom rules list, select the resource or resources.

2. To make resources inherit the global settings from the model parameters, click the Revert to default mass command.

Technical notes

• Formations: They aren't affected by "Exclude Selected" logic and must always be selected manually.

• Legacy models: To maintain original behavior, existing models automatically migrate to include selected mode.