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Managing Your Priorities

Andrew Dotto Updated by Andrew Dotto

Priorities within Dynamic Resource Scheduler are a key component of how work is controlled and optimised across your scheduling solution. They are used within Project Planner to filter and manage complex work, help define quota allocation, and support SOR assignment through priority template mapping.

As a core part of the scheduling model, Priorities ensure that the right work is planned and delivered at the right time, aligned with your operational and service objectives.

Any Priority configured within Custom Data for the Order, Customer or Job must be mapped within the Priority List

Managing your Priorities

Priority Management can be accessed within the Configuration Screen

Selecting the option will display all your configured Priorities

All options can be Edited or Deleted by selecting the checkbox and clickign Edit, or Delete.

When creating or editing a Priority, there are key fields to complete

Field Name

Description

ID

This is the Key Mapping field. This value should match your value from your upstream systems. ID's must match in Casing and Spelling

Name

This is a readable label which will be displayed to the User

Description

This is optional and can add some flavour text to the Priority

Priority Type

This value is selectable and used to map for key functions such as Quotas

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