Add preferred resources for a requirement

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

1. In Field Service, select the Service area.

2. Under Scheduling, select Resource Requirements.

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

4. Select New Requirement Resource Preference.

5. Select a resource and define a preference type:

   • Preferred: The schedule assistant shows preferred resources first in the Gantt view if they match all other requirements and filters. It also shows a heart icon next to the name of each preferred resource.
   • Restricted: The schedule assistant filters out any resources that are marked as restricted. You can remove the filter by using the filter pane.
   • Must choose from: The schedule assistant filters results so that they include only these resources. If none of the resources are available, the schedule assistant doesn't return any results. You can remove the filter by using the filter pane.

6. To add another resource, select New Requirement Resource Preference.

7. Select Save & Close.

Review resource preferences when scheduling

On the schedule board, select the requirement and Find Availability. The resource preferences appear based on the preference type you selected.

Use preferred resources with Resource Scheduling Optimization

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