There are multiple pages available in the Planning module that allow clear visualisation of resource availability, allowing planning decisions to be made quickly and efficiently.
Resource Availability Overview
The 'Resource Availability' view is available under PLANNING tab:
This view gives you an easy overview of:
Unavailabilities of resources: you can see when drivers/vehicles are not available due to holidays, repairs etc.
Temporary resource combinations: Easily create combinations that will be used for a specific period of time:
You can look at a period of:
1 month: you can use the arrows to easily move between months
Date range: you can also select a shorter period by using the date range functionality
Temporary resource combinations
In Qargo, we have the concept of combinations which basically means drivers/vehicles that are operating together. You have:
Fixed combinations: these are configured on the resource configuration and that means that those resources are always together on the planning board. See this help article for more information.
Temporary combinations: these are combinations for a limited period of time e.g. a day, a week etc. You could already make these temporary combinations but you didn’t have a good overview of which temporary combination was active for which days. This has now been solved by the resource availability view.
Example - Eliza: She is not in a fixed resource combination, but he has been added to a temporary one (VAN) from 28th to 30th January. And on 31st of January she is driving around with in a truck.
There are 2 ways to create a temporary resource combination:
Resource availabilities view: Click on the + icon and select create temporary combination. Enter the:
Date range for which the temporary combination is active
Resource group it belongs to
Resources that are in the combination
Timeline/block planning view: If you drag a resource from the to plan resources to a resource on the planning, then it will automatically create a temporary resource combination for the dates that you have selected. This is a lot faster to do but you can’t change the resource group or edit the duration of the temporary combination.
Availability Visibility
To view Resources in the planning view (see more details in 👉Customise planning view) the Availability will be shown depending on the date range that has been selected in the planning table.
The Pre-Planning view (panel to the top of the screen) will show the resources grouped based on Combination, drivers, vehicles, etc. It is now possible to see both Trailers and Containers in this view.
The column 'AVAILABLE?' will show the current status of the resource. The 'Next Unavailability' column will show any current or upcoming Unavailabilities. This gives users a clear view of what the resource availability is both currently, and if there is anything that could impact any upcoming planning.
There are 3 status options available:
Available - Indicated by a check mark. Resource is available for planning.
Unavailable - Indicated by X. Resource is unavailable for planning due to a specific Unavailability that has been entered, ie: holiday, maintenance.
In Use / Parked: Resource is already In Use OR Parked (Trailer / Container) or End of Day (Driver). The resource is unavailable.
It is possible to filter on this column by selecting any of the statuses. It is also possible to select more than one status.
Trailers / Containers View:
The 'Available' column will also show in the Planning Table when looking at planning for both Trailers and Containers:
Viewing the resource availability in 👉BI Dashboard
Navigate to DASHBOARD > Resource expiration tab to access the extended list of unavailabilities.
Apply the date range filter - ->click on apply
Click on the apply field also located on the right side of the page
Make selections of category and resource type is applicable and apply the changes:
Scroll up and down to locate the data you would like to view and export the data of the the view you desire to have:
